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!

Franklin Templetons Goals-based Optimization Engine (GOE) group is seeking a dynamic and results-driven Director of Client Service and Operations. This role will build and lead a Client Service and Operations function GOE business across retirement and wealth channels. This leader will own post-sale client experience operational excellence client onboarding billing and AUM oversight and cross-functional execution to ensure adoption revenue realization and long-term client retention.

This role sits at the intersection of client service sales product management technology Investment Management Legal and Compliance. The ideal candidate brings deep 401(k) and 403(b) industry expertise strong knowledge of RIA and broker-dealer environments understanding of the regulatory landscape and a proven ability to scale service and operating models to scale the business.

What are the ongoing responsibilities

Lead the client service and operations function supporting advisors recordkeepers retirement plan sponsors and enterprise wealth partners.
Own the full post-sale lifecycle including onboarding implementation adoption tracking and ongoing value delivery.
Develop scalable service models governance standards and operating playbooks.
Monitor client adoption and satisfaction metrics to improve retention and growth.
Oversee end-to-end operational workflows supporting managed accounts and advice across retirement and wealth clients and platforms.
Drive process improvement and automation to increase efficiency and scalability.
Own monthly and quarterly billing cycles ensuring accurate fee application and fiduciary compliance.
Oversee reconciliation reporting audit readiness and revenue accuracy.
Lead cross-functional initiatives tied to partner implementations and product enhancements.
Build and develop a high-performing Client Service and Operations team.

What ideal qualifications would help someone be successful

10 years of experience in retirement services wealth management or financial services operations.
10 years in client-facing roles within retirement managed accounts RIA broker-dealer or financial SaaS environments.
Familiarity with AI tools to enhance processes
Strong expertise in 401(k) 403(b) and managed accounts solutions.
Proven ability to lead cross-functional initiatives and influence senior stakeholders.
Experience building and managing high-performing teams.
Strong experience in retirement and wealth operations and fee structures.
Bachelors degree in business Finance Accounting or related field preferred.
CFA or advanced degree is preferred.
Expertise in various asset classes and investment management styles asset allocation techniques and investment products.
Highly motivated and self-starter capable of initiating and cultivating new client relationships.
Strong oral and written communication skills for effective technical and interpersonal interaction with clients intermediaries and colleagues.

Franklin Templeton offers employees a competitive and valuable range of total rewardsmonetary 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 $155000 - $212000 depending on location and level of relevant experience plus discretionary bonus.

#DIRECTOR

#LI-Hybrid

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