Director - Global Shareholder Services
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 Director – Global Shareholder Services responsible for?
We are seeking a strategic and operationally strong Director to lead our Global Shareholder Services (GSS) team, specifically the formation of a customer centric team that delivers on exceptional service. The Director will ensure operational excellence, risk mitigation, and superior client experience across all Transfer Agent services.
What are the ongoing responsibilities of a Director – Global Shareholder Services?
- Lead and manage the end-to-end operations of the Transfer Agent team, including transaction processing, shareholder servicing, and account maintenance.
- Ensure compliance with SEC, FINRA, and other regulatory requirements governing transfer agency operations.
- Oversee the implementation of new policies, controls, and technologies to enhance operational efficiency and mitigate risk.
- Collaborate with internal stakeholders (Legal, Compliance, Fund Accounting, Product, and Technology) to support business initiatives and resolve complex issues.
- Serve as the primary escalation point for operational issues and client concerns.
- Monitor and report on key performance indicators (KPIs), service level agreements (SLAs), and audit findings.
- Lead, mentor, and develop a high-performing team of managers and specialists.
- Represent the TA function in enterprise-wide initiatives and industry forums.
What ideal qualifications, skills & experience would help someone to be successful?
- Bachelor’s degree in Finance, Business Administration, or related field; advanced degree or equivalent experience.
- 10+ years of experience in Transfer Agency, fund administration, or financial operations, with at least 8 years in a leadership role.
- Deep understanding of mutual fund operations, shareholder servicing, and regulatory frameworks.
- Proven ability to lead cross-functional teams and drive process improvements.
- Strong analytical, communication, and stakeholder management skills.
- Experience with digital transformation, specific to mutual fund account access.
- Ability to influence customer centric culture.
- Demonstrated success in managing vendor relationships and service providers.
- 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 $122,000.00 - $150,000.00, 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.
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.
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Franklin Templeton drives client success through an unwavering focus on investment excellence delivered on a robust global platform. This is backed by investments in cutting edge technology and product innovation. In this way, our clients receive ...
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