• Job Description

  Req#: 863599

  At Franklin Templeton, we’re driving our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring expertise that’s both broad and unique. From our welcoming, inclusive, and flexible culture to our global and diverse business, we offer opportunities not only to help you reach your potential but also to contribute to our clients’ achievements.

  Come join us in delivering better outcomes for our clients around the world!

  What is the Global Shareholder Services group responsible for?

  Financial Professionals are at the center of all that we do as a Service Delivery team. We strive for simplicity, seek continuous improvement, and embrace innovation. Our contemporary model maximizes the talent of our people while leveraging capabilities offered by our industry-leading partners.

  What is the Supervisor responsible for?

  The Supervisor plays a key leadership role, overseeing the day-to-day operations of our Financial Advisor Services Team (FAST), ensuring accuracy, compliance, and exceptional service delivery for our financial professionals. We are seeking a detail-oriented, organized, and driven professional who is passionate about team leadership and fostering a collaborative work environment.

  What are the ongoing responsibilities of a Supervisor?

  • Supervise a team of client representatives, providing guidance, mentorship, and ongoing training to ensure optimal team performance.
  • Ensure compliance with all regulatory policies, industry standards, and internal operating procedures within the transfer agent environment.
  • Conduct call monitoring to identify gaps and/or issues and implement corrective actions as needed.
  • Act as the primary escalation point for complex client inquiries and operational issues, providing clear resolution and maintaining high standards of client satisfaction.
  • Coordinate with other departments, such as compliance, legal, and IT, to streamline workflow and support organizational objectives.
  • Monitor daily call volume, assign tasks, and set priorities to meet daily call service level agreements and department goals.
  • Generate, analyze, and present operational reports and metrics to senior management.
  • Participate in recruiting, hiring, and onboarding of new staff within the FAST.
  • Facilitate regular team meetings, distribute updates on policy changes, and foster open communication within the group.
  • Identify opportunities for process improvement and implement best practices to drive operational efficiency.
  • Stay current on industry trends, changes in relevant regulations, and emerging technologies.

  What ideal qualifications, skills & experience would help someone to be successful?

  • Bachelor’s degree in finance, business administration, or a related field (or equivalent combination of education and experience).
  • Minimum of 3 - 5 years of experience in transfer agency, mutual fund operations, or a similar financial services environment.
  • At least 1 year of supervisory or team leadership experience is preferred.
  • Comprehensive knowledge of transfer agency operations, industry regulations (such as SEC, FINRA, or equivalent), and best practices.
  • Strong analytical, organizational, and problem-solving skills with keen attention to detail.
  • Excellent verbal and written communication skills, including the ability to interact effectively with clients, team members, and senior management.
  • Proficiency with transfer agency systems, and Microsoft Office Suite (Excel, Word, PowerPoint, Outlook).
  • Ability to manage multiple priorities in a fast-paced, deadline-driven environment.
  • Demonstrated commitment to upholding confidentiality, ethical standards, and regulatory compliance at all times.
  • A customer-centric mindset with a focus on delivering outstanding service to both internal and external stakeholders.
  • Ability to work hybrid schedule in Rancho Cordova, CA, St. Petersburg, FL or Boston, MA.

  Franklin Templeton offers employees a competitive and valuable range of total rewards—monetary and non-monetary — designed to support their well-being and recognize their time, talents, and results. Along with base compensation, employees are eligible for an annual discretionary bonus, a 401(k) plan with a generous match, and recognition rewards. We also offer a comprehensive benefits package, which includes a range of competitive healthcare options, insurance, and disability benefits, employee stock investment program, learning resources, career development programs, reimbursement for certain education expenses, paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays) and a motivational wellbeing program. We expect the annual salary for this position to range between $72,000.00 - $93,000.00, depending on location and level of relevant experience, plus discretionary bonus.

  Experience our welcoming culture and reach your professional and personal potential!

  Our culture is shaped by our diverse global workforce and strongly held core values. Regardless of your interests, lifestyle, or background, there’s a place for you at Franklin Templeton. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life.

  Hear more from our employees

  By joining us, you will become part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. We understand that benefits are at the core of employee well-being and may vary depending on individual needs. Whether you need support for maintaining your physical and mental health, saving for life’s adventures, taking care of your family members, or making a positive impact in your community, we aim to have your needs covered. Learn more about the wide range of benefits we offer at Franklin Templeton.

  Highlights of our benefits include:

  • Three weeks paid time off the first year

  • Medical, dental and vision insurance

  • 401(k) Retirement Plan with a generous company match on your pre-tax and/or Roth contributions, up to the IRS limits

  • Employee Stock Investment Program

  • Reimbursement for certain education expenses

  • Purchase of company funds with no sales charge

  • Onsite fitness center and recreation center*

  • Onsite cafeteria*

  *Only applicable at certain locations

  Learn more about the wide range of benefits we offer at Franklin Templeton

  Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and existing employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation.
  
  Franklin Templeton is committed to fostering a diverse and inclusive environment. If you believe that you need an accommodation or adjustment to search for or apply for one of our positions, please send an email to accommodations@franklintempleton.com . In your email, please include the accommodation or adjustment you are requesting, the job title, and the job number you are applying for. It may take up to three business days to receive a response to your request. Please note that only accommodation requests will receive a response.

• About the company

  Franklin Resources Inc. is an American multinational holding company that, together with its subsidiaries, is referred to as Franklin Templeton; it is a global investment firm founded in New York City in 1947 as Franklin Distributors, Inc.

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