Manager - Global Shareholder Services
About The Position
At Franklin Templeton, we’re 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 that’s 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 Global Shareholder Services (GSS) at Franklin Templeton delivers high-impact client support by combining innovation, collaboration, and operational excellence. The team partners across the industry to provide responsive service to Financial Professionals and Shareholders. GSS fosters a culture of continuous improvement and teamwork, offering employees the opportunity to grow in a dynamic, client-focused environment. How You Will Add Value Core Responsibilities Lead teams to achieve strategic objectives. Drive innovation and process improvement. Oversee service, compliance, and risk. Manage performance, metrics and quality. Collaborate on enterprise initiatives. Build strong partnerships. Oversee hiring, reviews, and succession. Monitor staffing and scheduling trends. Represent the department in strategy. Promote communication and staff development. Provide strategic oversight of technology adoption and integration, ensuring that teams are equipped with the latest tools to drive operational excellence. Support the evaluation and implementation of new technologies, designing and delivering comprehensive training programs to enhance team capability.
Requirements
- Bachelor’s degree in business or equivalent experience.
- 4+ years of direct people management, including hiring, conducting reviews, supporting development, and succession planning.
- Skilled at building strong teams, promoting communication, and maintaining a positive, high-performing work environment.
- Knowledge of Transfer Agency operations and financial regulations.
- Demonstrate advanced proficiency in Microsoft Office and core operational platforms critical to Transfer Agency management.
- Expertise in diagnosing complex system issues, optimizing workflows across departments, and establishing best practices through the development of robust, organization-wide documentation standards.
- Experience guiding teams through complex processes, providing hands-on support and practical solutions to keep everyone productive and confident during system changes.
- Strong communicator and strategic thinker.
- Organized and compliance focused.
- Empathetic leadership, able to support and motivate diverse teams.
- Adaptable and resilient in fast-changing environments.
- Conflict resolution and negotiation skills.
- Effective decision-making under pressure.
- Active listening and openness to feedback.
- Collaboration and relationship-building across departments.
- Ability to coach and mentor team members.
- High emotional intelligence and self-awareness.
- Problem-solving with a proactive and solution-oriented mindset.
- Time management and prioritization skills to balance multiple responsibilities.
Responsibilities
- Lead teams to achieve strategic objectives.
- Drive innovation and process improvement.
- Oversee service, compliance, and risk.
- Manage performance, metrics and quality.
- Collaborate on enterprise initiatives.
- Build strong partnerships.
- Oversee hiring, reviews, and succession.
- Monitor staffing and scheduling trends.
- Represent the department in strategy.
- Promote communication and staff development.
- Provide strategic oversight of technology adoption and integration, ensuring that teams are equipped with the latest tools to drive operational excellence.
- Support the evaluation and implementation of new technologies, designing and delivering comprehensive training programs to enhance team capability.
Benefits
- Franklin Templeton offers employees a competitive and valuable range of total rewards—monetary and non-monetary ones, 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.
- 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
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Manager
