Director US Institutional Client Service Support
Boston, NH - USA
Job Summary
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!
TheDirectorof U.S. Institutional Client Service Supportis responsible forleading and elevating the U.S. Institutional Client Service Support function ensuring best-in-class service delivery across the full institutional client lifecycle.
This role directly oversees InstitutionalClient Service Supportand serves as the senior leader accountable for execution service quality risk management and client experience across relationships. The role also partners closely with regional client service leaders in EMEA and APAC toalign onglobal standards share best practices and ensure consistency across a complex multi-product multi-region asset management platform.
How you will add value
U.S. Institutional Client Service Support Leadership
- Lead develop and scale the U.S. Institutional Client Service support team.
- Drive a culture of accountability client focus and operational excellence.
- Serve as the senior escalation point for complex or sensitive U.S. client matters.
- Transformprocessesstandardsdataandsupportivetechnologiesto align withclientneeds.
- Ensure strong partnership withsalesteamsto deliver a seamless client experience.
Client Lifecycle Ownership (U.S. Focus)
- Define and oversee best practices across the full U.S. institutional client lifecycle: onboarding implementation ongoing servicing retention and expansion.
- Ensure disciplined and coordinatedpartnershipwithRelationship Managers/Sales Teams.
- Establish clear service models aligned to client segmentation and complexity.
- Monitor service KPIs to drive continuous improvement and retention outcomes.
Global Alignment & Best Practices
- Partner with EMEA and APAC client service leadership toalign onglobal service standards and governance frameworks.
- Promote consistency in onboarding protocols escalation processes service metrics and client engagement models.
- Balance global alignment with U.S. regulatory operational and client-specific requirements.
Operational Discipline & Risk Governance
- Partner with Operations Legal Compliance and Technology to ensure strong controls and risk management.
- Identifyand implement process improvements to enhance scalability efficiency and client experience.
What will help you be successful in this role
- 10 years experience within institutional asset management with ability to operate effectively in a global multi-product environment
- Deep knowledge of U.S. institutional clients (corporate public endowment & foundation insurance sub-advisory consultants)
- Demonstrated ownership of the full institutional client lifecycle from onboarding through retention and expansion
- Exceptional client relationship and stakeholder management skills
- Demonstrated success leading high-performing teams and creating a culture of accountability client focus and operational excellence.
- Senior-level judgment and presence to act as an escalation point for complex or sensitive client matters
- Ability to scale teams processes and service models as business complexity and client demands grow.
- Track record of transforming processes service standards data and enabling technologies to enhance client outcomes
Work Schedule & Location
This role works a hybrid schedule commutable to our Pasadena CA or Boston MA office
Compensation Range: 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 $180000 - $200000 depending on location and level of relevant experience plus discretionary bonus.
#DIRECTOR
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Experience our welcoming culture and reach your professional and personal potential!
Our culture is shaped by the variety of perspectives and experiences brought by talent from around the world. Regardless of your interests lifestyle or background theres 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 lifes 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 85% company match on your pre-tax and/or Roth contributions up to the IRS limits
Employee Stock Investment Program
Tuition Assistance Program
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 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.
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 . 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.
Required Experience:
Director
About Company
Franklin Templeton Investments is a global investment manager. At the core of our business are multiple world-class investment management groups – Franklin, Templeton and Mutual Series – each operating independently and offering their distinct perspectives to financial advisors and th ... View more