Franklin Templeton

Recruitment

• Partner with business leaders to develop hiring strategies that balance business priorities, talent availability, and speed to hire.
• Manage full-cycle recruitment for a portfolio of professional and corporate roles while ensuring an exceptional candidate and hiring manager experience.
• Leverage AI-powered recruiting, sourcing, and talent intelligence tools to uncover talent opportunities, inform decision-making, and enhance recruiter productivity while applying sound judgment and a human-centered approach throughout the hiring process.
• Use talent market insights, workforce trends, and competitive intelligence to help leaders make informed hiring and talent planning decisions.
• Apply sound judgment and consider diverse perspectives to assess talent beyond what technology alone can identify, ensuring high-quality hiring decisions.
• Build proactive talent communities that support both immediate and future hiring needs.
• Develop an understanding of the business, organizational priorities, and evolving talent needs.

Talent Acquisition Partner – 6 Month Contract

Business Analyst

• Own the end-to-end marketing content compliance review processes
• Improve current compliance workflows to identify bottlenecks, inefficiencies, or gaps
• Propose and own the roadmap for improvements, communicate compliance requirements and partner with technology and marketing teams to implement solutions
• Act as the primary compliance owner for marketing material review systems and related process decisions
• Manage issue resolution and escalation of issues
• Spearhead analysis of marketing content errors and assess the impact by reviewing web clicks, email campaigns, downloads and cashflows during error period
• Write reports with findings and remediations for senior and executive management
• Analyze regulatory requirement changes that impact marketing content and disclosures, provide content change requirements and oversee implementation
• Conduct testing and summarize observations, control gaps, process weaknesses, or compliance issues identified during testing
• Document remediation and ensure appropriate escalation
• Own reporting requirements and use metrics to identify risks, trends, and opportunities for improvement
• Ensure detailed, searchable records are maintained of reviewed materials, approvals, and changes for audit trails, ensuring adherence to regulatory retention requirements

Compliance Officer – Business Analyst

Financial Planning and Analysis

• Serve as a trusted technology partner to Franklin Equity leadership and investment teams
• Partner with Director of Strategic Planning & Operations, CIOs, portfolio managers, analysts, and operations leaders to understand business priorities
• Design, build, and maintain Power BI dashboards for fund and portfolio reporting
• Develop reporting solutions for performance, activity, holdings, portfolio statistics, and operations
• Identify opportunities to improve investment research, portfolio management, and operational workflows
• Translate business needs into clear requirements for technology teams and vendors
• Partner with Franklin Templeton Technology teams to prioritize and deliver business solutions
• Collaborate with vendors such as FactSet, Bloomberg, and other financial data providers
• Evaluate tools, data sources, and integrations that can improve reporting and decision-making
• Champion practical AI use cases across investment research, portfolio management, and operations
• Help business users adopt new tools through communication, training, and change management
• Lead cross-functional initiatives from concept through implementation and ongoing enhancement
• Develop and maintain governance practices for data, reporting, dashboards, and shared tools
• Support the development and improvement of Franklin Equity shared information resources.

Investment Technology Business Solutions Lead

Research Analyst

• Lead, supervise, and release the programming and research for fund tax loss harvesting process
• Manage fixed income, pure equity, and mixed funds
• Collaborate with team members and report to HQ
• Improve existing pipelines

Associate Director, Research Analyst

Inside Sales

• Complete a comprehensive training program focused on the financial markets, financial products, key client segments, technology tools, portfolio construction sales skills, and overall professional development.
• Obtain the SIE, Series 7, and Series 63 licenses with FINRA (Financial Industry Regulatory Authority) within first 90-180 days.
• Be the first point of contact to provide regional sales support for both our internal and external sales teams in the form of research, inbound/outbound telephone, and email communication.
• Build a strong understanding of the financial services industry and the financial markets.
• Develop acumen on Franklin Templeton’s suite of products to provide solutions to financial advisors.
• Acquire fundamental knowledge of key competitor products to position with Franklin Templeton products and services.
• Develop strong communication and sales skills, including the ability to deliver effective presentations both internally and externally.
• Field questions regarding Franklin Templeton products and strategies.
• Provide information and insights to clients regarding market/industry trends and Franklin Templeton products, services, and resources.
• Work with an assigned peer mentor throughout the training program, and receive regular coaching, training, and feedback from leadership.

Internal Sales Associate

Communications

• Oversight of our outsourced vendor, ensuring quality service delivery and the use of SLA/KPI management.
• Partnering with Technology teams to support global data and voice environments.
• Managing network infrastructure using established operational standards.
• Defining and improving operational processes and service standards.
• Overseeing vendors and managing service level agreements and key performance indicators.
• Monitoring infrastructure performance and addressing service issues proactively.
• Leading incident resolution and participating in major incident management.
• Identifying automation opportunities and supporting production implementation.

Engineer – Communications

Accountant

• Prepare and/or review regulatory reporting filings US - FINRA FOCUS reports, Banking Call Reports in several jurisdictions, Dept of Treasury TIC-B, and various Dept of Commerce reports and US Census reports.
• Canada – OSC M4 and BCAR, CIRO Form 1, OSFI OCFS, ICAAP, StatsCanada Bahamas/Cayman – SCB, Central Bank of the Bahamas, CIMA
• Overseeing and compiling several stand-alone audited financials, and working with auditors to fulfill specific audit requests
• Overseeing and coordinating capital transactions with other finance teams (intercompany dividends and capital infusions to subsidiaries)
• Providing business support, internal reporting and analysis covering several key areas of the business, including Investment Advisory, Business Administration, Broker/Dealer, High Net Worth Wealth Management, Transfer Agency, and Internal Operations
• Handling other unidentifiable finance requests required by the business.

Principal Accountant

Risk

• Identify, assess, and evaluate operational, regulatory, financial, and technology-related risks across Global Operations processes.
• Design, enhance, and document preventive and detective controls to mitigate identified risks.
• Perform risk assessments for new and existing business processes, products, systems, and initiatives.
• Evaluate the effectiveness of controls and recommend improvements to strengthen the control environment.
• Partner with business leaders to embed risk management practices into day-to-day operations.
• Serve as a trusted advisor to Global Operations teams on risk management and internal control matters.
• Support strategic projects, business transformations, and operational initiatives by assessing risks and recommending appropriate controls.
• Develop risk-based audit programs and testing procedures for operational processes.
• Plan and execute audits, including risk assessments, control testing, documentation, and reporting.
• Assess compliance with internal policies, procedures, and regulatory requirements.
• Track audit findings and remediation activities through completion.
• Prepare reports summarizing risk assessments, audit results, control deficiencies, and recommendations.

Global Operations Risk & Controls Consultant

Solutions Engineer

• Serve as a product specialist supporting FTIS in growing and retaining Multi-Asset Model Portfolios and ETFs by representing investment philosophy, process, and performance.
• 50% travel to support business development efforts using FTIS investment insights providing topical market/product commentary and supporting FTIS’s view.
• Engage with and support a large field sales organization and support on-demand inquiries.
• Participate in the preparation for and execution of client/sales related meetings.

Client Portfolio Manager, Advisory Solutions

Client Partner

• Developing and executing a strategic marketing plan
• Partner closely with the Head of Retirement, Insurance and 529 Marketing and business stakeholders
• Execute integrated marketing programs across multiple channels
• Develop marketing initiatives designed to build awareness and engagement
• Monitor campaign performance and recommend optimizations based on results
• Help manage project timelines, budgets, and resources
• Support key marketing initiatives
• Build and maintain strong working relationships with internal stakeholders
• Partner with sales, strategic accounts, and investment teams for product launches
• Develop and execute product-focused and thematic marketing campaigns

Senior Client Marketing Manager – Retirement & Insurance

• Identify and assess key risks and trends by conducting in-depth risk analysis across style, sector, country, cap-size, and other dimensions using tools such as Barra, Aladdin, or similar risk systems
• Translate complex quantitative output into concise insights and message to communicate with portfolio managers and senior executives
• Apply advanced analytical methods, including AI and visualization, to improve the efficiency, consistency, and insightfulness of risk monitoring
• Stay abreast of industry trends, market developments and emerging risk themes to proactively identify potential vulnerabilities and strengthen the risk oversight function
• Help lead the team's transition to Aladdin, including analytics validation, model comparison, interpretation of outputs, and dashboard enhancements

Investment Risk Manager – Equities

Legal Assistant

• Review legal workflows and identify automation opportunities
• Design artificial intelligence-enabled solutions for routine tasks
• Build prompt libraries and standard operating procedures
• Improve document templates, precedents and knowledge systems
• Test tools including Copilot, ChatGPT and Claude
• Support contract review, due diligence and regulatory tracking
• Assess new tools and recommend adoption opportunities
• Monitor regulatory developments and prepare concise updates
• Support research, drafting and internal legal queries
• Prepare filings, board materials and committee papers
• Contribute to global projects and cross-border collaboration
• Train colleagues on tools, agents and workflows

Legal Assistant, AI Automation

• Identify and assess key risks and trends by conducting in-depth risk analysis across issuers, market and credit sensitivities.
• Translate complex quantitative outputs into concise insights and messages to communicate with portfolio managers and senior executives.
• Apply advanced analytical methods, including AI and visualization, to improve the efficiency, consistency, and insightfulness of risk monitoring.
• Stay abreast of industry trends, market developments and emerging risk themes to proactively identify potential vulnerabilities and strengthen the risk oversight function.
• Help lead the team’s transition to Aladdin, including analytics validation, model comparison, interpretation of outputs, and dashboard enhancements.

Investment Risk Manager – Liquidity

Full-stack Engineer

• Develop, support, and maintain the market leading Canvas custom indexing application
• Work with the Canvas product team to enhance the web-based application
• Re-architect the C# .Net web application to use Blazor and be fully API based
• Design and develop API first solutions for integration with clients

Senior Software Engineer

• Lead pre- and post-trade portfolio compliance monitoring
• Manage, mentor, and develop a team of compliance professionals, providing day-to-day guidance and performance coaching
• Interpret investment guidelines for funds and separate accounts
• Monitor portfolio adherence to mandates and regulations
• Manage breach escalation, analysis, and remediation
• Support board reporting and regulatory examinations
• Advise on new product launches and onboarding
• Enhance compliance systems and data quality
• Drive process improvements and standardization
• Build team capabilities by identifying development opportunities and strengthening bench strength
• Train and advise investment teams and trading desks
• Create a strong team culture that promotes accountability, collaboration, and continuous improvement across stakeholders