Director Of Client Service And Operations

Franklin Templeton

Base: $155,000 - $212,000; bonus: annual discretio...
Hybrid
10+ years in retirement services
Expertise in 401k and 403b solutions
Strong knowledge of ria environments
This role will build and lead a Client Service and Operations function across retirement and wealth channels at Franklin Templeton

Job Summary

  • This role will build and lead a Client Service and Operations function across retirement and wealth channels at Franklin Templeton.
  • The position owns the full post-sale lifecycle including onboarding, implementation, adoption tracking, and ongoing value delivery.
  • Employees are eligible for an annual discretionary bonus, a 401(k) plan with an 85% company match, and comprehensive healthcare options.

Matching Summary

This role will build and lead a Client Service and Operations function across retirement and wealth channels at Franklin Templeton.

Salary

Base: $155,000 - $212,000; Bonus: Annual discretionary bonus; Benefits: 401(k) with 85% match, healthcare, PTO

Skills & Requirements

Must-have

  • 10+ years in retirement services
  • Expertise in 401k and 403b solutions
  • Strong knowledge of RIA environments
  • Experience with managed accounts
  • Proven ability to lead cross-functional teams

Nice-to-have

  • Familiarity with AI tools for process enhancement
  • CFA or advanced degree preferred
  • Self-starter capable of cultivating new relationships
  • Strong oral and written communication skills

Key Requirements

  • Bachelor's degree in business, Finance, or Accounting
  • 10+ years experience in financial services operations
  • Deep expertise in regulatory landscape compliance

Work Rights

Not specified

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