At Franklin Templeton were advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic 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 thats both broad and unique. From our welcoming inclusive and flexible culture to our global and diverse business we provide opportunities to help you reach your potential while helping our clients reach theirs.

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

About the Department

The Transfer Agent Regulatory Oversight Team manages outsourced transfer agent vendors and internal teams ensuring compliance with company policies and regulatory standards. Team members collaborate closely with vendors and internal departments to resolve issues and support business growth. Joining this team offers exposure to regulatory matters cross-functional teamwork and opportunities for professional development.

How You Will Add Value

Core Responsibilities

• You will oversee outsourced vendor operations and internal teams focusing on legal and regulatory compliance.

• You will maintain expertise in transfer agent and broker dealer processes.

• You will communicate issues and concerns to management clearly.

• You will understand and leverage relevant technologies.

• You will engage effectively with peers vendors clients and management.

Strategic Responsibilities

• You will represent business objectives and needs concisely.

Team & Collaboration

• You will collaborate with internal teams and all management levels.

• You will deliver excellent customer service.

• You will support business growth through strategic projects.

What Will Help You Be Successful in This Role

Experience Education & Certifications

• Strong analytical and problem-solving abilities.

• Experience in process analysis and management reporting.

• Ability to manage multiple priorities in a fast-paced setting.

• Project management and multitasking skills.

• Effective communication both written and verbal.
  Technical Skills

• Attention to detail and organizational strength.

• Leadership and client management skills.

• Ability to build relationships and influence partners.
  Soft Skills

• Proactive approach and adaptability to change.

Location

Hybrid in office 3 days per week in Rancho Cordova CA or St. Petersburg FL.

Franklin Templeton offers employees a competitive and valuable range of total rewardsmonetary and non-monetary designed to supporttheir well-being and recognize their time talents and results. Along with base compensation employees are eligible for an annual discretionary bonus a401(k) plan with a generous match and recognition rewards. We also offer a comprehensive benefits package which includes a range of competitive healthcare optionsinsurance and disability benefits employee stock investment program learning resources career development programs reimbursement forcertain educationexpenses 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 $72000.00 - $92000 depending on location and level of relevant experience plus discretionary bonus.

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