Franklin Templeton

Financial Planning and Analysis

• Support the creation, quarterly updates, coordination, and delivery of marketing materials, including presentations, commentaries, white-papers, sales materials, and other client-facing communications
• Review marketing materials for accuracy, consistency, formatting, and data integrity, particularly charts, tables, and performance-related content
• Assist with content distribution and internal communications related to new or updated materials. Manage timing, posting, and testing of all periodic materials as PDFs on our website including both marketing materials and regulatory reports
• Collaborate on and manage the monthly marketing content calendar
• Managing internal and external data report creation and distribution
• Support the marketing review process by preparing materials for compliance review, tracking comments and approvals, and assisting with FINRA filing coordination
• Support ad hoc marketing projects, including custom presentations, client data requests, and process improvements

Marketing Associate

Onboarding Specialist

• Serve as a primary point of contact for clients throughout the onboarding journey
• Build trusted relationships with HNW/UHNW clients through proactive communication
• Partner with front office, operations, compliance, and other internal teams to coordinate onboarding activities
• Guide clients through onboarding requirements and provide timely updates
• Review onboarding documentation for completeness, accuracy, and regulatory readiness
• Support process improvement initiatives focused on enhancing onboarding efficiency

Client Onboarding Associate

Digital Marketing

• Develop and execute digital marketing plans that support Royce’s sales, marketing, brand awareness, client engagement, and product promotion objectives
• Oversee the day-to-day management of Royce’s primary digital marketing channels, including email, website content, marketing automation, and social media promotion
• Plan and execute recurring and short-term promotional campaigns
• Recommend new digital approaches, content formats, and distribution strategies to improve engagement with clients, prospects, and financial professionals
• Lead the day-to-day strategy and execution of Royce’s marketing automation programs, including email campaigns, audience segmentation, distribution logic, testing, reporting, and optimization
• Conceptualize and execute email content and overall engagement strategy
• Prepare, format, test, and send recurring marketing emails, including weekly communications and promotional campaigns
• Maintain and optimize digital subscription preferences, audience segmentation, suppression rules, and list hygiene practices to improve email relevance, deliverability, and engagement
• Coordinate with the firm’s Legal Department to ensure all emails and related content are compliance approved and filed with FINRA when necessary
• Test email content across devices and browsers for functionality, presentation, and user experience
• Manage the content delivery process in Royce’s content management system, including entering, updating, reviewing, and publishing web content
• Build article drafts, coordinate proofs, and manage approvals
• Manage posting schedule of all website content while working with the team to choose masthead slot for each, as well as mapping all content to audience
• Coordinate social media promotion for new and existing content, tailoring messaging and format by platform
• Maintain strong quality-control standards for all digital content, including proofreading, copyediting, link testing, formatting, and data accuracy
• Manage digital analytics reporting across email, website, and social channels
• Use analytics to identify opportunities to improve content distribution, metadata, audience targeting, client engagement, and website traffic
• Build recurring and ad hoc reports that translate performance data into actionable recommendations for marketing and sales

Senior Digital Marketing Associate

Client Services Representative

• Effectively respond to ad-hoc advisor inquiries.
• Facilitate responses to account transition requests.
• Accurately onboard new accounts and ensure the appropriate settings are applied.
• Provide an excellent advisor experience that encourages them to want to use Canvas more.
• Work with colleagues on complex cases.

Client Service Specialist

Chief Marketing Officer

• Develop and execute a strategic marketing plan
• Partner closely with the Head of US Marketing to lead a comprehensive marketing strategy for the US wealth and global enterprise business
• Lead a team of marketing managers and specialists
• Build and mentor high-performing teams
• Contribute to budget management
• Responsible for implementing marketing tactics aimed at building brand awareness
• Accountable for continuous evaluation of marketing plan
• Partner with the Head of US Marketing on key initiatives
• Actively participate in high-level strategic decision-making processes
• Foster long-term, strategic partnerships
• Make strategic decisions that balance competing priorities
• Create and lead the execution of launch strategies
• Develop and lead the execution of product and thematic campaigns

Strategic Relationship Director

Marketing

• Support global marketing strategies for private markets solutions
• Develop product messaging and marketing materials
• Collaborate with product, investment, and marketing stakeholders
• Ensure consistent messaging across regions and channels
• Conduct market and competitor research
• Work with sales and regional marketing teams
• Prepare campaign materials and track usage
• Create presentations and training content
• Coordinate marketing asset delivery
• Support alignment with distribution teams
• Execute product and thematic campaigns
• Manage emails, presentations, web and social content
• Coordinate campaign timelines and approvals
• Track campaign performance and insights
• Support lead nurturing and engagement activities

Marketing Manager – Private Markets

Director

• Manage and cultivate key intermediary/provider relationships and developing fund sales through those contacts
• Partner with wholesalers of national recordkeeping platforms to further enhance awareness of Franklin Templeton investment capabilities
• Market Franklin Templeton's value-added programs to help Retirement Intermediaries design better plan solutions and grow their book of business
• Maintain knowledge of industry related trends/topics and maintain proficiencies in delivering value-added presentations to advisor and plan sponsor audiences

Senior Retirement Plan Director

• Serve as a strategic thought partner to GCG and firm leadership.
• Synthesize firmwide flow trends, product performance, market dynamics, and revenue implications into clear, executive-ready insights.
• Translate complex business drivers into cohesive narratives that inform earnings messaging, strategic planning, and senior leadership decision-making.
• Lead a small, high-impact team focused on delivering forward-looking analysis and actionable insights.
• Analyze gross and net flows across channels, regions, and asset classes to identify key performance drivers.
• Evaluate AUM mix shifts and their implications for revenue, margin, and long-term growth.
• Collaborate closely with Investor Relations to develop earnings materials and supporting analytics.

Director, Strategic Insights – Global Client Group

Insurance

• Shape and deliver Franklin Templeton’s insurance solutions for US clients
• Contribute to the US insurance solutions strategy
• Build and maintain strategic relationships with key decision-makers at US insurers
• Design and support insurance-specific investment solutions for General Account portfolios
• Collaborate with internal investment and risk teams

Head of Insurance General Account Solutions

• Maintain professionalism and confidentiality
• Deliver exceptional service to clients and advisors
• Use product knowledge to process financial and non-financial transactions accurately
• Follow legal and company procedures
• Participate in training and mentoring sessions
• Support a positive team culture

Client Representative

Designer

• Contribute to global planning and design strategies aligning workplace solutions with business objectives
• Lead and support space planning initiatives, translating business needs into efficient environments
• Ensure high-quality, compliant design outcomes that meet corporate standards
• Support execution of complex, multi-region projects from concept through construction
• Drive operational efficiency through effective furniture planning and accurate portfolio data tracking
• Partner with cross-functional teams and external vendors to deliver consistent design solutions

Facilities Planner, Designer

• Lead the client service and operations function supporting advisors, recordkeepers, retirement plan sponsors, and enterprise wealth partners.
• Own the full post-sale lifecycle, including onboarding, implementation, adoption tracking, and ongoing value delivery.
• Develop scalable service models, governance standards, and operating playbooks.
• Monitor client adoption and satisfaction metrics to improve retention and growth.
• Oversee end-to-end operational workflows supporting managed accounts and advice across retirement and wealth clients and platforms.
• Drive process improvement and automation to increase efficiency and scalability.
• Own monthly and quarterly billing cycles, ensuring accurate fee application and fiduciary compliance.
• Oversee reconciliation, reporting, audit readiness, and revenue accuracy.
• Lead cross-functional initiatives tied to partner implementations and product enhancements.
• Build and develop a high-performing Client Service and Operations team.

Director of Client Service and Operations

Full-stack Engineer

• Develop, maintain, and enhance existing applications built with C# .NET WinForms, Oracle PL/SQL, and Windows batch scripts
• Analyze, troubleshoot, and resolve application issues across multiple layers (UI, application logic, database, and batch processes)
• Collaborate with senior engineers to understand system architecture, business logic, and data flows
• Support production systems by investigating defects, performing root-cause analysis, and implementing fixes
• Write and maintain clear technical documentation for code, processes, and system behavior
• Participate in code reviews and follow established development and quality standards
• Assist with incremental improvements and modernization efforts while ensuring system stability
• Work closely with business partners and IT teams to understand requirements and translate them into technical solutions

Software Engineer

• Own the Liquidity Risk Management Program under SEC Rule 22e-4
• Oversee liquidity risk globally across registered investment funds and institutional accounts
• Provide secondary oversight of derivatives risk under SEC Rule 18f-4
• Drive counterparty and credit risk initiatives that strengthen risk management frameworks
• Establish integrated investment risk governance and escalation processes
• Shape strategic investment risk priorities and regulatory alignment
• Deliver clear risk reporting to senior leaders and governance bodies
• Represent Investment Risk in firmwide committees and working groups
• Manage regulatory examinations and remediation efforts
• Lead, mentor, and develop Investment Risk team members
• Advance risk data, analytics, and reporting capabilities

Director – Investment Risk Management

Research Analyst

• Work with portfolio management, research, and business development teams to identify opportunities where AI can enhance alpha generation, portfolio construction, risk management, predictive analytics, and client-facing workflows
• Translate ambiguous investment problems into well-scoped technical solutions
• Work with central AI and engineering teams to productionize models and deploy them into investment workflows
• Help drive adoption of AI tools by communicating results clearly and enabling investment teams to use what you build
• Contribute to defining and articulating a firm-wide AI strategy for investment management