Executive Operations & Client Engagement Associate, office of the Co-President
New York City, NY - USA
Job Summary
At Franklin Templeton we believe success is built through powerful partnerships. As a forward thinking asset manager we build dynamic relationships with clients understand their goals and navigate complex markets together. We leverage cutting edge strategies and deep insights to unlock opportunities for long term wealth creation. Our talented global teams bring expertise that is both broad and unique.
From our welcoming inclusive and supportive culture to our globally diverse business we offer opportunities not only to help you reach your potential but also to contribute to our clients success.
The Global Client Group (GCG) is seeking a highly organized proactive associate to support the Chief of Staff in driving execution across Co-President operations senior leadership client engagement preparation and key GCG priorities. A central part of the role will be helping prepare materials briefings agendas and follow-up documentation for executive client meetings ensuring leaders are informed aligned and ready for high-impact engagements. This role offers high visibility across the organization and the opportunity to work closely with senior stakeholders build a broad understanding of Franklin Templetons global business and develop core skills in executive operations business communication client engagement preparation and cross-functional execution.
The ideal candidate brings a strong execution mindset sound judgment and a genuine interest in how senior leadership teams operate. They are energized by helping leaders and teams stay organized prepared and aligned and they take pride in making complex work feel more manageable behind the scenes. This person is dependable discreet collaborative and willing to roll up their sleeves whether that means helping coordinate a senior client engagement improving a process preparing materials or handling the administrative details that enable the broader team to operate effectively.
This position is based in New York City and requires regular in-office presence (4 days/week).
Support the Chief of Staff in driving coordination execution and follow-through across key Co-President priorities primarily client activities including tracking deliverables organizing workstreams and helping maintain momentum.
Prepare background materials briefing notes agendas meeting summaries and follow-up documentation for executive client meetings and internal leadership engagements.
Strengthen executive readiness by synthesizing relevant inputs coordinating materials tracking next steps and ensuring leaders have the information needed for high-impact meetings.
Help manage the operating rhythm of the Co-Presidents office by tracking deliverables organizing workstreams and maintaining momentum on priority initiatives.
Partner with business stakeholders across corporate communications social media marketing global events distribution and regional teams to support client engagement industry events and leadership activities.
Develop and improve processes templates trackers and workflows that create structure increase efficiency and support consistent execution for the Co-President.
Own the coordination details that enable effective executive engagement including scheduling inputs for Chief of Staff agenda development materials organization readiness checks and follow-up tracking.
Assist with ad hoc projects and operational needs across the broader GCG COO office as priorities evolve.
5 years of work experience in financial services consulting business operations executive office support or a similar professional environment.
Highly organized and detail-oriented with the ability to manage multiple priorities stakeholders and workstreams simultaneously.
Strong interest in executive operations senior leadership support business coordination and client engagement preparation.
Comfortable supporting senior leadership readiness through meeting preparation briefing materials agenda coordination logistics and follow-up execution.
Strong written and verbal communication skills with the ability to synthesize information clearly concisely and in a leadership-ready format.
Process-oriented mindset with an interest in building structure improving workflows and creating repeatable ways of working.
Resourceful and proactive with the judgment to anticipate needs solve problems independently and move work forward with limited direction.
Willingness to handle both strategic coordination and hands-on administrative responsibilities with professionalism discretion and attention to detail.
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 with base compensation employees are eligible for an annual discretionary bonus (delete as appropriate) 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 $120000 - $150000 depending on location and level of relevant experience plus discretionary bonus.
At Franklin Templeton we believe your benefits should support your life your goals and your future. Thats why we offer a comprehensive Total Rewards package designed to help you thrive both personally and professionally.
- Paid Time Off: Three weeks of PTO in your first year
- Health Coverage: Competitive medical dental and vision insurance to support your well-being
- Retirement Savings: 401(k) plan with an 85% company match on pre-tax and/or Roth contributions up to IRS limits
- Equity & Investing: Employee Stock Investment Plan (ESIP) with discounted share purchase opportunities
- Learning Education Assistance Program (LEAP): To support your ongoing growth and career advancement
- Employee Investment Benefits: Opportunity to purchase company funds with no sales charge
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.
Required Experience:
Exec
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