Intermediary Lifecycle Management Consultant / Senior Consultant

Franklin Templeton

Poland
3-5 years operations experience
Intermediary onboarding processes
Distribution contract management
The role coordinates intermediary activities across Distribution, Legal, Finance, Product, and Operations to manage global distributor relationships

Job Summary

  • The role coordinates intermediary activities across Distribution, Legal, Finance, Product, and Operations to manage global distributor relationships.
  • Candidates will align lifecycle activities with commercial priorities while supporting client discussions and resolving process issues.
  • Franklin Templeton offers a welcoming, inclusive culture with multidimensional support for employee well-being and professional growth.

Matching Summary

The role coordinates intermediary activities across Distribution, Legal, Finance, Product, and Operations to manage global distributor relationships.

Skills & Requirements

Must-have

  • 3-5 years operations experience
  • Intermediary onboarding processes
  • Distribution contract management
  • Cross-functional stakeholder coordination
  • Audit-ready documentation maintenance

Nice-to-have

  • System enhancement and testing support
  • Process improvement and standardization
  • Strong judgment in escalation management
  • Knowledge sharing for complex cases

Key Requirements

  • 3–5 years of experience in financial services or operations
  • Understanding of intermediary or client onboarding processes
  • Familiarity with NDAs and distribution contracts

Work Rights

Not specified

Tailored Resume

Cover Letter