Senior Analyst - Transfer Agent

At Franklin Templeton, everything we do is focused on one thing – delivering better client outcomes. We do that by partnering closely with our clients, assessing their strategic needs, and identifying the solution or solutions that can meet the challenge. Over 9,500 employees working in 30 countries around the world are dedicated to servicing investment solutions for our clients in more than 155 countries. For more than 75 years our success has been a direct result of the talent, skills and persistence of our people, and we are looking for qualified candidates to join our team.
What is the Transfer Agent (TA) Operations Support & Oversight team responsible for?
This Includes
The TA Operations Support & Oversight team is responsible for providing support on operational matters and overseeing all aspects of outsourced TA vendors.

• Coordinating audit activities and regulatory requests for information.
• Developing firm, client and advisor notifications on upcoming initiatives, regulatory changes, or service updates.
• Providing operational support for regional product, marketing, and distribution initiatives.
• Monitoring of critical vendor processes to ensure adherence with firm policies and regulations.
• Working closely with internal business partners and outsourced vendors to support crisis management and escalation resolution.

What is the Senior Analyst – Transfer Agent responsible for?
The Senior TA Analyst will be responsible for all aspects of oversight related to outsourced TA work. This includes being the primary point of contact for all outsourced processes as well as the development and execution of a risk-based oversight model. This position requires a high degree of collaboration with outsourced vendors and internal departments. This role entails working closely with many different areas within the firm, and all levels of management, to spearhead or assist with regional initiatives and crisis management. The Senior TA Analyst is responsible for delivering high quality customer service to all customers, whether internal or external, and identifying strategies and completing projects in support of continued business growth.
What are the ongoing responsibilities of a Senior Analyst – Transfer Agent?
Vendor Engagement

• Coordinates key monitoring activities within the team to ensure critical vendor processes are managed in accordance with Franklin Templeton policies and guidelines.
• Primary point of contact for various service vendors.

Project Support

• Spreadheads implementation of workflow or process changes to realize efficiencies or achieve desired state.
• Provides subject matter expertise for regional product, marketing, and distribution initiatives.

Crisis Management

• Guides cross-organization discussions to support resolution of large-scale production issues to mitigate client/firm impact.

Client Communications

• Provides support to internal groups in escalation management and resolution.
• Supports development of firm, client and advisor notifications on upcoming Franklin Templeton initiatives, regulatory changes, or service updates.

What ideal qualifications, skills & experience would help someone to be successful?
In-depth Understanding Of

• Exceptional analytical and problem-solving skills.
• Ability to influence and build relationships with internal and external partners.
• Ability to exercise sound judgment and decision making.
• Mutual fund business, processes, and structure.
• Motivated and proactive.
• Excellent interpersonal and client management skills.
• Industry and regulatory issues and how those regulations may impact funds, outsourced vendors, and Franklin Templeton.
• Excellent written and verbal communication skills.
• Ability to work individually as well as in a team environment.
• Transfer Agent operational and service processes, methodologies, and terminology.
• Detail oriented, strong leadership and organizational acumen.
• Strong project management skills & multi-tasker; ability to pivot from one issue to another.
• Excellent presentation skills.

What makes Franklin Templeton unique?
In addition to the dynamic and professional environment at Franklin Templeton, we strive to ensure that our employees have access to a competitive and valuable set of Total Rewards—the mix of both monetary and non-monetary rewards provided to you in recognition for your time, talents, efforts, and results.
Highlights Of Our Benefits Include

• Education assistance
• Competitive vacation package that includes three annual personal days
• Corporate Pension Plan
• Company paid short-term and long-term Disability Insurance
• Employee Stock Investment Program
• Purchase company funds with no sales charge
• Flexible medical, dental and vision insurance

Franklin Templeton Investments Corp. is committed to providing accommodations for persons with disabilities. If you require accommodation, we will work with you to meet your needs.
We believe that being a good corporate citizen is good business. To us, corporate citizenship means being accountable, serving our clients, being an employer of choice, managing our environmental impact, and supporting our communities. An emphasis on corporate citizenship is embedded in our culture and values, and is an important element of how we achieve success.
We are also committed to your learning and development with resources focused around Experience, Exposure, and Education, to help you achieve your professional development goals.
Franklin Templeton is committed to fostering a diverse and inclusive environment. If you believe that you need an accommodation to search for, or apply for, one of our positions please send an email to [email protected] . In your email, please include the accommodation you are requesting and the job title and 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 requests for accommodations will receive a response.