Our Portfolio Account Services team manages broker onboarding, KYC compliance, and account documentation for global investment operations, collaborating with Legal, Risk, and Operations to ensure seamless trading enablement, regulatory adherence, and strong governance
Job Summary
Our Portfolio Account Services team manages broker onboarding, KYC compliance, and account documentation for global investment operations, collaborating with Legal, Risk, and Operations to ensure seamless trading enablement, regulatory adherence, and strong governance.
You will act as a Subject Matter Expert (SME) for broker onboarding, KYC, and trading documentation across global markets and asset classes, managing the end-to-end process and researching/negotiating agreement terms.
Franklin Templeton offers a welcoming, inclusive, and flexible culture with opportunities for professional development, employee well-being support, and a diverse global workforce.
Matching Summary
Our Portfolio Account Services team manages broker onboarding, KYC compliance, and account documentation for global investment operations, collaborating with Legal, Risk, and Operations to ensure seamless trading enablement, regulatory adherence, and strong governance.
Skills & Requirements
Must-have
broker onboarding SME
KYC compliance
trading documentation
global markets and asset classes
process improvements
regulatory protocols
Nice-to-have
welcoming, inclusive, and flexible culture
professional development growth opportunities
employee well-being support
collaborative approach
Key Requirements
MBA in Finance or equivalent qualification
5–7 years of experience in financial services
2–3 years of experience in KYC/AML, broker onboarding, or account onboarding