Director Of Client Service And Operations

Franklin Templeton

Base: $155,000 - $212,000; bonus: discretionary an...
Hybrid
10+ years retirement services experience
Deep 401(k) and 403(b) expertise
Managed accounts and ria environment knowledge
Franklin Templeton is seeking a Director of Client Service and Operations to lead a client service function within their Goals-based Optimization Engine group. The ideal candidate should possess extensive experience in retirement services and client-facing roles, with a strong focus on operational excellence and team leadership

Job Summary

  • This role leads the Client Service and Operations function across retirement and wealth channels at Franklin Templeton's GOE group.
  • The position owns the full post-sale lifecycle including onboarding, implementation, billing, and revenue accuracy while ensuring regulatory compliance.
  • Franklin Templeton offers a competitive salary range of $155,000 - $212,000 plus discretionary bonus, along with comprehensive benefits including an 85% 401(k) match.

Matching Summary

Match Score: 85

Franklin Templeton is seeking a Director of Client Service and Operations to lead a client service function within their Goals-based Optimization Engine group. The ideal candidate should possess extensive experience in retirement services and client-facing roles, with a strong focus on operational excellence and team leadership.

Salary

Base: $155,000 - $212,000; Bonus: Discretionary annual bonus; Benefits: 401(k) with 85% match, healthcare, stock program, tuition assistance

Skills & Requirements

Must-have

  • 10+ years retirement services experience
  • Deep 401(k) and 403(b) expertise
  • Managed accounts and RIA environment knowledge
  • Fee structure and fiduciary compliance
  • Cross-functional stakeholder influence

Nice-to-have

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

Key Requirements

  • 10+ years in retirement services or financial operations
  • Bachelor's degree in business, finance, or related field
  • Proven ability to lead high-performing teams
  • Expertise in asset allocation and investment products

Work Rights

Not specified

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