Director Of Client Service And Operations

Franklin Templeton

Multiple Locations
Base: $155,000 - $212,000; bonus/equity: discretio...
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Client onboarding and adoption
Operational excellence and efficiency
Billing and aum oversight
** Franklin Templeton is seeking a Director of Client Service and Operations to lead its Goals-based Optimization Engine (GOE) group, focusing on post-sale client experience and operational excellence across retirement and wealth channels. The ideal candidate should possess extensive experience in retirement services and financial operations, along with strong leadership capabilities. **

Job Summary

  • This role will build and lead a Client Service and Operations function GOE business across retirement and wealth channels, owning post-sale client experience, operational excellence, client onboarding, billing and AUM oversight, and cross-functional execution.
  • The ideal candidate brings deep 401(k) and 403(b) industry expertise, strong knowledge of RIA and broker-dealer environments, understanding of the regulatory landscape, and a proven ability to scale service and operating models.
  • Franklin Templeton offers employees a competitive and valuable range of total rewards, including base compensation, annual discretionary bonus, a 401(k) plan with a generous match, and a comprehensive benefits package.

Matching Summary

Match Score: 75

** Franklin Templeton is seeking a Director of Client Service and Operations to lead its Goals-based Optimization Engine (GOE) group, focusing on post-sale client experience and operational excellence across retirement and wealth channels. The ideal candidate should possess extensive experience in retirement services and financial operations, along with strong leadership capabilities. **

Salary

Base: $155,000 - $212,000; Bonus/Equity: Discretionary bonus; Benefits: Comprehensive benefits package

Skills & Requirements

Must-have

  • Client onboarding and adoption
  • Operational excellence and efficiency
  • Billing and AUM oversight
  • Cross-functional execution
  • 401(k) and 403(b) industry expertise
  • RIA and broker-dealer environments

Nice-to-have

  • AI tools for process enhancement
  • Scalable service and operating models
  • Cross-functional initiative leadership
  • Team building and development

Key Requirements

  • 10+ years of experience in retirement services, wealth management, or financial services operations
  • 10+ years in client-facing roles
  • Bachelor’s degree in business, Finance, Accounting, or related field preferred
  • CFA or advanced degree is preferred

Work Rights

Not specified

Tailored Resume

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