Technical Program Management Analyst, AVP – Contact Center Operations
Citi
AWSAzureCloudJavaMicroservices
Business Analyst
Franklin Templeton
full-time
Posted on:
Location Type: Hybrid
Location: Radnor • Florida, Massachusetts, New York, Pennsylvania • 🇺🇸 United States
Visit company websiteSalary
💰 $71,000 - $90,000 per year
Job Level
Mid-LevelSenior
About the role
- Support Fiduciary Trust’s front office teams with fee analysis, scenario modeling, and documentation
- Prepare detailed fee analyses, including custom scenario modeling to support front office engagement and client meetings
- Serve as the primary point of contact for internal fee inquiries and explanation of complex pricing structures
- Track and report on all KPIs, quality and accuracy metrics, and SLA performance for the fee department, including set up, analysis and reporting related to Fee Oversight Framework
- Document grandfathered fees, exceptions, and special arrangements with accuracy and clarity
- Collaborate with the Manager on daily operations and issue resolution
- Assist in testing and validating new or updated fee logic in the system and support project work
- Assist with annual fee review with front office
- Maintain billing accuracy, transparency, and audit readiness; support fee-related aspects of client meetings and decision-making (not client-facing)
Requirements
- 3–6 years of experience in fee billing, wealth management, or trust accounting
- Strong Excel and modeling skills; ability to generate client-ready analysis
- Advanced analytical skills required
- Excellent collaboration and communication skills, especially with front office teams
- Experience with SWP by SEI and/or Global Plus by FIS desired
- Experience with trust accounting systems preferred but not required
- Familiarity with programming or scripting languages considered a plus but not required
Benefits
- Franklin Templeton offers employees a competitive and valuable range of total rewards—monetary and non-monetary
- Annual discretionary bonus
- 401(k) plan with a generous match
- Recognition rewards
- Comprehensive benefits package including a range of competitive healthcare options, insurance, and disability benefits
- Employee stock investment program
- Learning resources and career development programs
- Reimbursement for certain education expenses
- Paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays)
- Motivational wellbeing program
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
fee analysisscenario modelingKPI trackingquality metricsSLA performancebilling accuracyanalytical skillsExceltrust accounting
Soft skills
collaborationcommunicationissue resolution
