Job Abstract

Franklin Templeton is hiring a Client Success Manager to join the GOE Product Organization. Goals Optimization Engine® (GOE®) bridges the gap between the theory and practice of goals-based wealth management. It’s no surprise that GOE is a winner of the MMI/Barron’s Industry Award for Disruption. Visit our website here to learn more about GOE. 

As a member of the Franklin Templeton Client Success Team, this seasoned team member will have the opportunity to build a portfolio of strategic digital external clients and an internal network to deliver award-winning, industry leading digital capabilities. You’ll work closely in a globally dispersed team, lead onsite client workshops and drive progress, often with a high level of independence. Your quantitative and qualitative analytical, strong interpersonal, and strong communication skills will contribute to our successes. 

Position location may be St. Petersburg, New York City, Stamford, or San Mateo (hybrid work schedule). Ideal candidates should be familiar with concepts such as digital transformation, data-driven insights, and customer-centric innovation in the FinTech space.  

• Manage a portfolio of strategic digital clients through a lifecycle of sales, implementation and growth phases to maximize long-term value for Franklin Templeton’s clients and partners. 

• Own the customer relationship lifecycle from solutioning through ongoing account management activities, while leveraging the appropriate internal resources as needed to ensure success. 

• Define, analyze, configure, and document commercial and technical requirements for Franklin Templeton, our clients’, or partners’ specifications and objectives. 

• Develop a comprehensive understanding of Franklin Templeton using scalable methods, regionally appropriate frameworks, and standard SaaS techniques. 

• Lead our customers through the solutioning, implementation and onboarding processes with enthusiasm and structure, involving the appropriate internal teams at every stage, in order to drive predictable outcomes every time and to set them up for success. 

• Based on client and advisor feedback, develop and evolve strategies and content to increase adoption of our digital products. 

• Build pathways to collect client feedback on our products, both directly as a front-line contact and through establishing scheduled opportunities for our product development teams to hear directly from clients and their employees. 

• Act with independence to determine approach and procedures on new opportunities. 

• Set strategic direction of near-term team goals and with team span of control. 

• Become a trusted advisor to our digital clients, demonstrating to them a path to mutually greater value. 

Must have a Bachelor’s Degree in business, Finance, Computer Science, Technology, Engineering, Project Management, or related field, plus 3-7 years of experience in a combination of investment management, high-tech growth companies, corporate venture, or consulting industries.

Required Qualifications:

• Strong understanding of investment concepts, financial markets, and investment products.

• Excellent communication and interpersonal skills, with the ability to effectively engage with clients at all levels of the organization.

• Proven ability to manage multiple priorities and thrive in a dynamic, fast-paced environment.

• Experience working with wealth management technologies, CRM systems, Microsoft Office Suite, and web-based technologies.

• Self-motivated and proactive with a strong commitment to delivering exceptional client service.

• Ability to manage a project, work to deadlines, and prioritize between competing demands

• Understanding and demonstrating deep subject matter expertise in the investment management industry or a pattern of rapid assimilation

Preferred Candidates Will Have:

• Experience leading a portfolio of SaaS business-to-business (B2B) clients to meet sales growth and relationship targets

• Experience leading matrixed teams in a B2B SaaS environment

• Deep asset management or wealth management experience

Franklin Templeton offers employees a competitive and valuable range of total rewards—monetary and non-monetary—designed to support the whole person and to recognize their time, talents, and results. Along with base compensation, other compensation is offered such as a discretionary bonus, 401k plan, health insurance, and other perks. There are several factors taken into consideration in making compensation decisions including but not limited to location, job-related knowledge, skills, and experience. At Franklin Templeton, we apply a total reward philosophy where all aspects of compensation and benefits are taken into consideration in determining compensation. We expect the base salary for this position to range between $80,000 - $120,000 USD.  Actual pay offered may vary depending on job-related knowledge, skills and experience. 

#LI-US

#Hybrid

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 existing 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. 
 
Franklin Templeton is committed to fostering a diverse and inclusive environment. If you believe that you need an accommodation 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 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.