Jobs at Franklin Templeton

Serve as the technical-business liaison for Franklin Equity, designing and building Power BI reporting, automating workflows with Python, supporting AI adoption, partnering with tech and vendors (FactSet/Bloomberg), and leading cross-functional initiatives to improve research, portfolio management, and operations.

Oversee implementation and analysis of quantitative fixed‑income risk models, monitor portfolio risk, deliver risk reviews, conduct independent research on risk/return drivers, integrate insights into strategies, and partner with portfolio managers and client teams on quantitative topics.

Design and produce branded marketing materials across print and digital channels, including executive presentations, social and email assets, event collateral, and advertising. Maintain and evolve brand guidelines, prepare print-ready files, manage multiple projects, coordinate with vendors, and collaborate with stakeholders to translate business objectives into clear, high-quality visual communications that support client engagement and business development.

Provide independent oversight and ongoing monitoring of risk exposures across private asset portfolios (private credit, direct lending, CLOs). Conduct portfolio risk assessments across market, credit, liquidity, concentration, and structural risks. Develop and maintain risk dashboards and analytical tools, perform stress testing and scenario analyses, support regulatory and governance reporting, identify emerging risk trends, and communicate findings to stakeholders while improving risk measurement methodologies and data quality.

Drive CANVAS sales to Envestnet firms by supporting Head of Envestnet Retail Sales, educating advisors and internal teams on custom/direct indexing, managing onboarding and service requests, developing advisor relationships, and collaborating with client service, portfolio management, operations, tech, and relationship teams.

The VP of Business Development will lead sales strategy for corporate liquidity solutions, build relationships with senior decision-makers, and support growth in traditional and digital asset liquidity solutions.

Manage planning and execution of assigned live, virtual and hybrid events, sponsorships and charitable initiatives. Own project timelines, logistics, vendors, budgets, attendee management and event communications. Coordinate with internal stakeholders (Compliance, Legal, Finance, Procurement) and external partners to deliver on-brand experiences, track metrics and post-event follow-up, and identify process improvements.

Lead business development for Franklin Templetons digital assets, driving sales of ETFs and crypto platform products. Own full sales cycle, build relationships with hedge funds, market makers, and institutional allocators, negotiate commercial terms, represent the firm at industry events, and meet quarterly and annual revenue targets while collaborating with marketing and client servicing teams.

Lead validation and advancement of quantitative portfolio construction and tax-aware investing capabilities. Independently validate optimizations, improve tax-alpha and tax-loss harvesting methods, design risk/performance diagnostics, integrate Aladdin/Barra checks, analyze account-level portfolio drivers, and develop scalable analytics and tooling to support research and monitoring.

As a Data & Automation Engineer, you'll build data platforms, design data models, manage datasets, and optimize data pipelines for analytics and decision-making.

Prepare complex federal, state, and multi-state individual returns and partnership (Form 1065) returns for high-net-worth clients. Maintain tax workpapers, analyze investment reporting and K-1s, perform tax research, manage deadlines and client communications, prepare estimates/extensions, assist with notices/amended returns, and support gift tax and private foundation filings as assigned.

Prepare federal, state, and local individual income tax returns for high-net-worth clients; maintain workpapers; use CCH Scan/AutoFlow and CCH Axcess Tax; communicate routine document requests; prepare estimates, extensions, and payment vouchers; assist with notices, amended returns, gift/partnership/private foundation filings as assigned; track deadlines and support tax compliance and process-improvement projects.

Partner with portfolio managers to maintain and enhance portfolio and risk analytics, build and validate data pipelines, develop production-quality Python/SQL analytics and automation, support simulation/backtesting for strategic asset allocation, integrate AI-enabled capabilities responsibly, and deliver reproducible reporting and documentation.

Support Portfolio Managers with portfolio oversight, rebalancing, trade preparation, analytics, performance and attribution reporting, Investment Policy Statement maintenance, client meeting participation, documentation for compliance, and security/manager research.

Support and administer the firm's compliance program across private equity, private debt, and ETF products. Monitor SEC and Investment Advisers Act compliance, perform testing and surveillance, assist with regulatory filings and exams, coordinate with cross-functional teams, support product launches (including digital asset ETFs), investigate issues, maintain records, and prepare board reporting.

Lead Franklin Templetons global talent acquisition strategy, creating a consistent recruitment framework across regions. Oversee experienced, early-career, and executive hiring; partner with business leaders on workforce planning; drive adoption of AI and recruitment technologies; strengthen employer branding and talent pipelines; use analytics to improve hiring outcomes; and develop a high-performing global TA team.

Support daily cash management and reconciliations for fixed-income portfolios, coordinate cash movements, investigate and resolve reconciliation breaks, liaise with trading, portfolio management and custodians, assist trade settlement, and contribute to process improvements while meeting deadlines and maintaining accuracy.

Lead a small team to develop strategic audience engagement and communications across social, earned media, thought leadership, events, and digital platforms. Drive messaging, briefs, and campaigns to support sales and FIRST initiatives; manage agencies; integrate AI tools; mentor managers; and explore emerging channels targeting digital-native investors.

Manage and execute digital audience engagement programs for FIRST, including content, campaigns, channel management, vendor relations, compliance submissions, analytics, budgeting, and AI-enabled workflow improvements to drive B2B, B2B2C, and D2C engagement across web, social, and emerging channels.

The Wealth Director is responsible for securing new business from high-net-worth clients, focusing on investment management and related services, while managing client relationships and marketing the firm's capabilities.