Franklin Templeton

• Serve as a subject matter tax expert providing tax advice on complex North American operational fund tax issues
• Support complex North American operational tax compliance processes and governance frameworks
• Identify operational tax issues impacting complex fund structures
• Collaborate with internal and external tax advisors to support product objectives
• Support periodic and ad-hoc tax planning for portfolio managers
• Lead projects, including process improvement and automation initiatives

Global Fund Tax Manager

Manager

• Support FTIS’s market-leading indexed solutions business, including products such as Fixed Index Annuities (FIAs), Registered-Index Linked Annuities (RILAs), Structured Notes and Indexed Universal Life (“IUL”).
• Collaborating with the systematic solutions team to design products which leverage FT investment capabilities, meet client needs, and maximize product suitability across different distribution channels.
• Review market trends, client needs, and the competitive landscape to identify areas of opportunity.
• Develop a keen understanding of industry leaders in key product categories, how the products are structured and key points of differentiation.
• Assist in creation of marketing materials, client review materials and RFP content for indexed solutions.
• Respond to client inquiries and questions about portfolio performance, including writing regular performance commentary and marketing presentations.
• Work closely with FT’s distribution and sales teams to win new mandates and support existing insurance clients.
• Support FTIS’s existing variable annuity and retirement business – this largely includes sub-advised, multi-asset and quantitative strategies within variable annuities, VITs and target date funds.
• Utilize quantitative tools for the construction of custom portfolios based on client needs and defined parameters.
• Provide investment insight while working collaboratively with portfolio management, Client Solutions, and Systematic Solutions teams to both enhance existing strategies as well as develop new client driven solutions.

Solutions Portfolio Manager

Data Scientist

• Lead the development of a globally scalable, AI-enabled data science capability within Investment Technology Solutions (ITS)
• Partner closely with CIOs, Portfolio Managers, and Research Heads
• Develop and productionalize alpha signals, risk models, optimization engines, liquidity analytics, and scenario modelling capabilities
• Ensure analytics are embedded within portfolio construction, trading, and risk systems
• Drive quantifiable improvements in performance attribution, risk-adjusted returns, drawdown management, and portfolio efficiency
• Design and implement a robust, cloud-enabled data science platform
• Collaborate with Risk, Finance, Operations, and Distribution teams to extend AI capabilities
• Establish and scale a high-performing global data science organization embedded within ITS
• Implement robust model validation, monitoring, and lifecycle management processes

Head of Data Science – Technology Solutions

Administration

• Review and validate new securities in pricing systems.
• Investigate pricing exceptions and document root causes.
• Coordinate valuation issues with corporate actions partners.
• Investigate daily pricing exceptions, address valuation impacts and escalate issues.
• Prepare pricing data for audits and oversight reviews.
• Analyze unchanged and illiquid securities.
• Resolve pricing challenges raised by internal stakeholders.
• Monitor pricing sources and obtain secondary prices when possible.
• Ensure valuations reflect market conditions.
• Identify opportunities to strengthen oversight controls.
• Support digital initiatives that reduce risk and improve efficiency.
• Contribute to automation, regulatory, and product‑launch projects.
• Respond to routine client and stakeholder inquiries.
• Prepare data for due diligence requests.
• Support ad hoc assignments with senior analysts.

Fund Administration, Oversight Analyst

Account Manager

• Drive business development and manage client relationships
• Develop and execute sales strategy for Insurance General Account clients
• Manage and grow relationships with complex insurance clients
• Maintain detailed knowledge of customized portfolios and client needs
• Create and deliver presentations to clients
• Meet with clients frequently to build relationships
• Conduct extensive travel to maintain strong client relationships

Business Development, Client Relationship Manager – Insurance

Product Specialist

• Support and work closely with Senior Product Specialists to promote CANVAS®
• Educate and promote CANVAS® throughout Franklin Templeton internal sales teams and partner firm sales professionals
• Develop an in-depth understanding of CANVAS® workflows and work closely with Client Service and Implementation teams on a daily basis
• Serve as primary home office and financial advisor coverage for select partner firms
• Educate clients and prospects on the value of Custom/Direct Indexing and key differentiators offered by CANVAS®
• Develop new advisor relationships and retain and deepen existing relationships
• Work with partner firms through their advisory management and home office sales team to promote CANVAS® and specific initiatives/offerings
• Demonstrate the ability to be a utility player able to flex between operations, analysis, and client facing activities
• Take ownership of follow-up communication
• Work with resources/teams to prepare home office and advisor-specific marketing and education collateral based on internal and external requests
• Work with other internal teams to manage ongoing account service requests in a timely manner
• Demonstrate a comprehensive understanding of industry and financial advisor practices
• Ability to articulate the value of custom/direct indexing and become a true partner to financial advisor clients

Product Specialist – Canvas Custom Indexing

Program Manager

• Shape and oversee the Program roadmap
• Monitor new industry Regulations
• Ensure enterprise-wide alignment and prioritization of necessary operational and systemic changes
• Lead the execution of complex initiatives spanning multiple regions and functions
• Drive governance processes, stakeholder engagement, and executive reporting
• Identify and mitigate risks, manage interdependencies across projects
• Develop and execute targeted communication and engagement plans
• Lead, mentor and guide globally located resources in the delivery of regulatory projects

Program Manager – Regulatory

Analyst

• You will implement investment decisions for Franklin Income SMA.
• Monitor portfolio positioning, trade executions, cash management and compliance within client guidelines daily.
• Address client requests and manage events throughout the client’s lifecycle, such as account openings, cash flows, rebalances and tax harvests.
• Monitor asset allocation guidelines, model drift and dispersion.
• Interact with operations to ensure proper and timely processing of client requests daily.
• Assist with allocations and trade settlement for Income SMA strategies.
• Generate periodic and ad-hoc reports for the portfolio management team and sponsors.
• Identify and implement any areas of improvement, including leveraging technology and automation to scale.

Portfolio Analyst – SMA Specialist

Client Services Representative

• Lead, develop, and scale the U.S. Institutional Client Service support team
• Drive a culture of accountability, client focus, and operational excellence
• Serve as the senior escalation point for complex U.S. client matters
• Transform processes, standards, data, and supportive technologies
• Ensure strong partnership with sales teams
• Define and oversee best practices across the U.S. institutional client lifecycle
• Monitor service KPIs to drive continuous improvement and retention outcomes
• Partner with EMEA and APAC client service leadership to align on global service standards
• Identify and implement process improvements to enhance scalability, efficiency, and client experience

Director – US Institutional Client Service Support

Financial Planning and Analysis

• 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

GSS Client Representative

Artificial Intelligence

• Lead end-to-end development of AI-driven investment and other domains of analytics products, from concept through deployment
• Translate investment research and ML models into scalable, user-facing tools and workflows
• Apply strong product management rigor in defining use cases, success metrics, experimentation frameworks, and feedback loops
• Collaborate closely with AI Research teams to identify key “hard problems”
• Partner with AI research teams to incorporate positive experimental results back into value delivering product work
• Partner with AI Platform teams to ensure robust data pipelines, model deployment, and monitoring frameworks
• Form and manage cross-functional working groups to deliver value and align scopes
• Work with business leaders to identify opportunities where AI can enhance alpha generation and portfolio construction
• Establish performance and improvement metrics as AI solutions are tested and scaled
• Drive alignment on priorities, timelines, and measurable outcomes