Manager - Global Shareholder Services

Franklin Templeton•Rancho Cordova, CA

1d•$100,000 - $118,000•Hybrid

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. What Will Help You Be Successful in This Role Experience, Education & Certifications 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. Work Schedule & Location - Hybrid role based in Rancho Cordova, CA. 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. We expect the annual salary for this position to range between $100,000 - $118,000 depending on location and level of relevant experience, plus discretionary bonus. #LI-Hybrid 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, there’s 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 life’s 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 accommodations@franklintempleton.com . 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.

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 Only applicable at certain locations