Franklin Templeton Investments


Since 1947, our firm has been dedicated to delivering exceptional asset management for our institutional, retail, and high-net-worth clients. By bringing together multiple, world-class investment teams in a single firm, we’re able to offer specialized expertise across a full range of asset classes, supported by the strength and resources of one of the world’s largest asset managers. This has helped us become a trusted partner to financial advisors and investors across the globe.

Jun 20, 2019
The leader of the Communication Services organization works collaboratively as a peer with other leaders of core services of the infrastructure reporting to the Chief Technology Officer.  The role is responsible for all aspects of the communication infrastructure.  Preferred location is San Mateo, Rancho Cordova, CA or St Petersburg, Florida. This strategic leader will be responsible for effectively understanding business needs, dynamically work with the business, technology peers, external partners and communication staff members to set direction and lead the organization to sustain and grow this critical element of Franklin Templeton’s communication/computing infrastructure.  It is an exciting opportunity for an individual with the right balance of both technical and business competencies.  The environment is fast paced, fun and very dynamic; rapidly changing to meet the growing needs of products and services across the Investment Management industry. The aspects include but are not limited to, research and development, architecture, engineering, build/implementation management and ongoing operational support.  The team follows a plan, build and run support methodology to scale, sustain and expand the communication services of the company.  The team is responsible for all aspects of the global communications infrastructure (which include: Network & Data Services, Voice Services, and Communication & Conferencing Services). Under these core services, there are over 8 sub-services that global business users depend on each day to operate the business.  The leader of this unit is responsible for the ongoing operation and management of these services and sub-services; keeping current and aligned to business needs through clear journey maps, progressive iteration and innovation of the latest advancements in communication technologies. Global team geographically dispersed.  Skills range from Architects, Engineers, Project and Operational Support Resources.  The new leader will have the opportunity to re-evaluate the existing structure and make adjustments to the structure as needed moving forward to progress and mature the services of this dynamic organization.  Leader will have 5 to 7 direct reports and will manage a global team of 50 skilled communications professionals.
Franklin Templeton Investments Rancho Cordova, CA, USA Full time
Jun 20, 2019
The Software Engineer will design, build, test and implement new features and functionality for global Interactive Voice Response (IVR) systems which run on the Genesys Voice Portal platform. You will be responsible for system analysis, creating technical specification documents, developing source code, preparing unit/integration test plans, and release management. Furthermore, this position is responsible for system integrations, maintenance, and support of contact center components including, speech recognition, routing, and real-time and historical reporting.  Ideal candidates will have: Knowledge & Experience: 2-3 years Java/vxml Development 2-3 years IVR Administration, development, or support experience (Genesys Voice Portal required) 2-3 years experience with Speech Recognition technology (Nuance preferred). 3-5 years Linux, Unix Server Administration 3-5 years Tomcat experience and IDEs like Eclipse or Genesys Composer. Ability to build new routing strategies as well as tune existing strategies in Genesys IRD. 3-5 years’ experience as Genesys Engineer/Administrator monitoring and supporting Genesys framework 8.0/8.5.  Candidate will have telecommunication background and experience with VOIP/SIP/CTI standards and technologies. Experience with GVP reporting, InfoMart, CCPulse. Genesys Certification preferred – Framework, Routing, SIP Server, Genesys Voice Portal. Additional Qualifications: Min. 3-5 years Telephony Administration for routing and skills management (Genesys preferred) 3-5 years Systems Development Life Cycle Experience (SDLC) Solid Understanding of Project Management Ability to Execute Performance and Load Tests Excellent MS-Office experience Excellent Communication Skills:  Written-Data Flow, process flow, network and application level diagraming, Design and Solutions Definition Documentation, Ability to liaison with business customer and development team and/or Vendor. Skills & Abilities: Strong written and verbal communication and interpersonal skills Strong organizational and time management skills Ability to perform multiple, concurrent activities in a fast paced and multi-site, global team environment Ability to interact with and lead team members in a local, international and multi-site environment Ability to maintain flexibility in a dynamic organization Ability to represent the department and company in a professional manner at all times Problem Solving & Decision Making:   Must have strong analytical, problem solving and decision making skills Solves routine problems of moderate scope and complexity, following established policies and procedures Ability to work independently with minimal direction, understanding span of control to escalate issues to appropriate level Applies knowledge learned through experience to be able to resolve non-routine and/or moderately complex problems In addition to the dynamic and professional environment at Franklin Templeton, we strive to ensure that our employees have access to a competitive and valuable set of Total Rewards—the mix of both monetary and non-monetary rewards provided to you in recognition for your time, talents, efforts, and results.
Franklin Templeton Investments Rancho Cordova, CA, USA Full time
Jun 20, 2019
Focus: FTT – Global Information Security You will report to the Manager of Global Information Security, the Manager of Security Risk and Awareness will provide team oversight and global responsibility for the Security Risk and Awareness Program, including Awareness Roundtables and Training, Simulated Phishing and education, as well as vulnerability assessment trend analysis and reporting.  You will lead security initiatives including business engagements and eGRC maturity.  You will develop and lead a high-performing team of 6+ Security Analysts resolving more complex issues while exercising independent judgment.  This role also provides leadership and manages the planning and delivery of Security Projects and Initiatives. Collaborates with cross-functional leadership in the business and technology to plan for and manage short to mid-term objectives, and provides input into strategy for the department. Responsibilities include: Scope of Day-to-Day Management (People, Impact & Accountability): Manages day-to-day activities for a team of individual contributors - May provide input to strategy/roadmap for the department - Utilizes depth of knowledge to provide guidance and direction to the team - Collaborates with cross-functional leadership to ensure day-to-day needs are met. Product, Operational Management, and Service Delivery: Works with a team, under the direction of leadership, to identify opportunities for and potential barriers to process and/or product improvement within area of accountability, and may make recommendations accordingly - May manage initiatives and/or security projects. Communication/Leadership:  Communicates effectively through various outlets.  Ability to present to large groups on video and in person. Ability to speak comfortably with Leadership on a daily basis. Talent Management: Leads and provides recommendations on the hiring of (internal and external) individual contributors - Provides ongoing feedback to support staff development and performance - Motivates and engages individuals and team. Actively applies project management principals, skills, experience and best practices. Contributes subject matter expertise in assigned area as the lead. Creates project proposals, design documents, and extensive documentation.  Communicates globally cross functionally in business terms, not technology terms.  Negotiates cross-functionally as necessary. Understands and anticipates barriers and proactively coordinates and/or collaborates with assigned resources and key stakeholders.   Analyzes and makes recommendations to increase efficiency, compatibil, ty and improvement of workflow the organization. Establish metrics and measurements demonstrating program effectiveness. Stay abreast of new and emerging technologies, threats and processes. Make and influence technical and business decisions Recruit, develop and mentor a team of talented, highly motivated staff Develop opportunities for cross-team effectiveness and remove organizational barriers for strong teamwork, collaboration, and excellent service delivery For immediate consideration, forward your resume to Randy Danielian at randy.danielian@franklintempleton.com
Franklin Templeton Investments Rancho Cordova, CA, USA Full time
Jun 20, 2019
Reporting to the Manager of Global Cloud Engineering, the Senior Engineer will provide solution engineering support for Linux, Solaris and AIX Server Build Automation and Server Infrastructure in our Global Data Centers.   Solutions will be collaboratively developed with, but not limited to, our infrastructure engineers and architects, Application Development, database teams and industry partners.  Additionally, Tier 3 engineering on-call support will be provided for the Franklin Templeton Operations organization for the same infrastructure environment.    Primary disciplines the Senior Engineer will be responsible for include Linux and Solaris deployments, server automation builds across the global landscape, process automation, scripting, and Cisco UCS infrastructure design and engineering. Secondary disciplines will include cross-platform server engineering for Microsoft Windows. Specific Responsibilities: Engineering and lifecycle planning support for RHEL 6/7 and Solaris 10/11/12 Automated provisioning of Linux/Solaris servers with BMC BSA (Bladelogic Server Automation) including OS, Storage, Networking automation Process owner for Cisco UCS server infrastructure supporting system lifecycle management Solutions will include addressing project technical requirements, building technical solution documents/diagrams, financial cost considerations, transitions to operational processes and Operational runbook turnover Efficiently fulfill customer and business demand by partnering with Architects, Operations and other stakeholders to  design, communicate and implement Strategies, Technology Roadmaps, Standards, Processes and Services Partner with Global Information Security to develop server and OS configuration standards that deliver security capabilities which ensure security, audit and regulatory compliance requirements Provide Capacity Planning and Performance Management for the assigned environments and integrate/execute with infrastructure capacity planning processes Stay abreast of new and emerging technologies and processes Independently and as a team member, lead, influence and mentor technical concepts/methods and associated engineering lifecycle processes.  Make and influence technical decisions Mentor junior team members and support teams to enhance their skills and abilities Partner with Operations to establish criteria and execution to ensure proper transition from Engineering to Operational areas for project/technology delivery and production support Contribute to and/or lead the triage and resolution of escalated, complex problems to ensure timely restoration or quality of service
Franklin Templeton Investments Rancho Cordova, CA, USA Full time
Jun 20, 2019
Responsibilities include: Provides input to routine & exceptional decisions regarding processes / systems issues, utilizing depth of knowledge/technical expertise to provide guidance and direction to teams. Escalates where manager input required. Ensure that all daily work is performed in accordance with department policy and procedural guidelines.  Ensure that daily NAVs are completed accurately and timely by the team.  Supervises day-to-day activities for the team, and ensure timely completion and accurate dissemination of information. Ensure that all periodic tasks are completed accurately, reviewed and provided to appropriate parties as necessary by required deadlines. Review of KPIs (key performance indicators) and or MORs (management operating reports) as per department requirements Acknowledge requests and liaise with Investment Accounting to ensure external and internal audit requests are completed timely and identified issues are resolved for applicable funds.  Liaise with all key stakeholders that rely on Investment Accounting Services hand-offs Review and ensure all Investment Accounting Services policy and procedure documentations are updated as required. Attend meetings with business partners and projects as required Support the Manager in recruitment initiatives, including conducting interviews and carrying out inductions where appropriate Support the Manager in ensuring that the Performance Management process is completed by conducting staff appraisals and ensuring timely feedback is provided to staff. Provides ongoing feedback to support staff development and performance. Works with manager to identify high potential and top performing staff and makes plans to stretch/develop these individuals further.   Liaise with HR where appropriate on staff related issues ensuring employee policies and procedures are adhered to. Support the Manager to ensuring team has Training & Competency criteria and T & C is captured in yearly IPPs. Works with team, under direction of leadership, to identify opportunities for and potential barriers to process and/or product improvement within area of accountability, and may make recommendations accordingly. Suggest improvements to departmental workflows, review internal policies and procedures and update as required. Leverage and adopt global best practice where feasible. Coordinate and facilitate Investment Accounting Services projects by creating and maintaining project status communications Provide leadership, expertise and technical support in the completion of departmental projects. Is aware of operational risks for own department, understands and implements the use of key controls, including the enforcement of departmental policies/procedures. Understands the impact of operational risk upstream and downstream. Contributes suggestions to improve control environment and manage risks. Represents department in cross department projects as subject matter expert, identifying issues and solutions. May lead department level projects.
Franklin Templeton Investments Rancho Cordova, CA, USA Full time
Jun 20, 2019
Responsibilities include: Conduct proactive sales presentations to top and 2nd tier producers highlighting the FT products and services. Discuss how the FT tools and services can meet the reps needs based on the reps’ acquired profile information. Assist with territory and firm-wide campaigns through proactive contact and relationship building with clients. Presentation and territory development. Assist in the development and management of territory business plans focused on top and second tier producers. Create and tailor sales ideas and presentations based on broker profiles and channel focus. Create and analyze firm sales and asset reports to determine territory opportunities. Travel to territory as necessary. Participate in new and existing training programs to enhance performance and further career development. Mentor new & existing internal wholesalers and sales associates Qualifications   Ideal candidates will have: Bachelor's degree or equivalent required. Series 7 required. Series 63 required with training provided for eligible. Two to three years equivalent sales or service experience In addition to the dynamic and professional environment at Franklin Templeton, we strive to ensure that our employees have access to a competitive and valuable set of Total Rewards—the mix of both monetary and non-monetary rewards provided to you in recognition for your time, talents, efforts, and results.
Franklin Templeton Investments Rancho Cordova, CA, USA Full time
Jun 20, 2019
Responsibilities include: Partnering with business owners to provide internal consulting and project delivery expertise to address business needs and best leverage web and mobile capabilities. Effectively utilize Google Analytics and other data sources to create insights across Franklin Templeton’s global websites  Applying business insight and understanding of web capabilities to ensure marketing initiatives are in line with corporate strategies and specific (local/regional/global) business goals to meet the needs of our primary website users. Demonstrating web / mobile marketing expertise through the ability to prepare and deliver complex data and campaign analysis in the form of professional and engaging presentations. Incorporating effective judgment and decision making skills to shape and manage the scope of marketing initiatives, balance multiple priorities, and maintain a high-level of attention to detail in a fast paced environment.  Recommending website changes based on insights drawn from site analysis & competitive market analysis that will improve overall results in terms of usage in regards to channel traffic & the customer experience. Overseeing promotional efforts for new content across public and advisor websites, collecting and analyzing metrics to identify best practices, change approaches and guide future strategies. Support the SEO program - managing tools, documenting and communicating best practices and implementing improvements to increase rankings.  Conducting competitive assessments to identify emerging strategies and recommending improvements for web, mobile and social media integration efforts relative to other mutual fund companies. Web / mobile campaign performance tracking - analyze and create reporting dashboards for site visits / visitors, traffic flows and event completion results on a bi-weekly/monthly basis across our global web and mobile sites. Acting as a project coordinator for small to mid-sized projects - developing timelines, understanding dependencies, mitigating risks and collaborating with multiple teams / resources to complete deliverables. Staying abreast of new marketing developments through contacts with professional organizations, publications and vendors.
Franklin Templeton Investments Rancho Cordova, CA, USA Full time
Jun 20, 2019
Responsibilities include:  Liaison between business groups, technical/development teams and key stakeholders all of which are kept abreast of all project progress and issues. Assess meeting requirements in advance (agendas, scheduling meetings, prepare and distribution of minutes) and following up on meeting action items.  Tracks the status of various GPS projects/initiatives to ensure timely decisions are projects/initiatives of changing circumstances and resource availability, coordinates with different business units, prepares project documentation, project plans, project presentations and reports for senior management.  Serves as a backup for internal project teams and ensure that projects are on schedule and the deliverables are met. Efficiently and accurately performs monitoring and analysis functions for the various projects.  Tracks the status of various projects to ensure timelines and deliverables are met Produces and distributes project documentation and project plans Assist in the resolution of various product and project related issues that arise Provide project support to the Senior Manager Performs monitoring and analysis functions for the various projects Serves as a backup contact for internal project teams as designated Assesses meeting requirements in advance which includes agendas, meeting rooms, teleconferencing, and distributing meeting minutes Works with GPS colleagues and business partners, coordinate the development and management of the annual global product pipeline and contingency planning process inclusive of managing the database, quarterly and ad-hoc reporting and ensuring the accuracy of the pipeline information throughout the year. Participate in analysis and interpretation of product strategy findings within the product pipeline development framework.  Participate in leveraging resources of Finance, Sales, Legal, Marketing, Fund Administration and other relevant departments to maximize the impact of Global Product Strategy efforts. Possess a clear understanding of the needs and characteristics of various target audiences, including key distinctions between distribution channels and product vehicles.  Coordinate and maintain the annual product pipeline planning process and calendar Works with Product Development and Implementation teams to ensure the product pipeline database is accurate and up to date throughout the year Produces annual and quarterly global product pipeline reports and metrics Assist in the preparation and development of the annual product pipeline presentation to the Executive Committee Prepare other special and ad hoc reports and presentations as required Contribute ideas and assist in the development of creative content for product strategy communication materials and presentations Build PowerPoint presentation production for product strategy and division’s executive Develop quarterly presentations (strategic messages, themes, and metrics) on division’s achievements which are delivered to executive and senior leaders Deliver information to business partners and GPS colleagues in an efficient and user-friendly fashion by creating engaging content as well as contributing ideas to designing content
Franklin Templeton Investments Rancho Cordova, CA, USA Full time
Jun 20, 2019
Responsibilities include: Budget & Expense Management Timely issuance of recurring US Advisory Services (USAS) business unit reporting and commentary/highlight trends to senior management team and other governance teams, including Budget Dashboards and MOR talking points. Timely reporting for Global Marketing Services (GMS) and Global Product Strategy (GPS) to also include Budget Dashboards, MOR talking points, and Market Data Service Schedules. Monitor and evaluate USAS, GMS and GPS budgets to actual performance. Provide monthly variance and trend reporting to division heads and their direct reports. Assist in the preparation of the annual budgets, quarterly contingency funding materials and monthly LOB transfer requests for USAS, GMS, and GPS. Expense performance metric and sales channel reporting. Preparation of the 529 Quarterly budget reports. Business Planning Track and report on strategic business initiatives for USAS. Assist with the development of the USAS commitment pack process and other business plans by working with senior management. Assist with the management of the annual IPP process as it pertains to senior management and external sales. Identify and analyze key performance metrics and trends for reporting purposes. Cost Allocations Ensure cost allocation methodologies for USAS, GMS and GPS are current.  Host regular discussions with senior leaders to ensure percentages are up to date.  Submit any necessary revisions. Lead TCO quarterly refresh USAS, GMS and GPS. Teamwork and Business Partnership across USAS, GMS & GPS Live out the corporate values, including building relationships and working with integrity. Work proactively within our team and with other teams and departments. Actively support business leads and department heads in offering support and guidance.  Serve as an excellent business partner in serving the needs of others in understanding the cost allocation and profitability of NAAS and GAS. Establish, implement and maintain best practices related to the expense, budget, and cost allocation processes.
Franklin Templeton Investments Rancho Cordova, CA, USA Full time