Supervisor - Global Shareholder Services

Franklin Templeton

Rancho Cordova, CA, United States
Base: $75,000.00 - $88,000.00; bonus/equity: discr...
Hybrid
Supervisory experience in financial services
Knowledge of sec and finra regulations
Experience in transfer agency operations
Franklin Templeton is committed to advancing the industry by helping clients achieve their investment goals

Job Summary

  • Franklin Templeton is committed to advancing the industry by helping clients achieve their investment goals.
  • The Global Shareholder Services team values innovation and continuous improvement in service delivery.
  • Employees enjoy a comprehensive benefits package that supports their well-being and career development.

Matching Summary

Franklin Templeton is committed to advancing the industry by helping clients achieve their investment goals.

Salary

Base: $75,000.00 - $88,000.00; Bonus/Equity: Discretionary bonus; Benefits: Comprehensive healthcare options and 401(k) plan

Skills & Requirements

Must-have

  • Supervisory experience in financial services
  • Knowledge of SEC and FINRA regulations
  • Experience in transfer agency operations

Nice-to-have

  • Strong interpersonal and leadership abilities
  • Customer-focused approach
  • Analytical and detail-oriented mindset

Key Requirements

  • Bachelor’s degree in finance or business
  • 3-5 years experience in financial services
  • 1+ year of supervisory experience preferred

Work Rights

Not specified

Tailored Resume

Cover Letter