At Franklin Templeton, we’re driving our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring expertise that’s both broad and unique. From our welcoming, inclusive, and flexible culture to our global and diverse business, we offer opportunities not only to help you reach your potential but also to contribute to our clients’ achievements.

Come join us in delivering better outcomes for our clients around the world!

Position Overview: 

Franklin Templeton is hiring a Client Success Manager to join the GOE Product Organization. Goals Optimization Engine® (GOE®) bridges the gap between the theory and practice of goals-based wealth management. It’s no surprise that GOE is a winner of the MMI/Barron’s Industry Award for Disruption. Visit our website here to learn more about GOE. 

As a member of the Franklin Templeton Client Success Team, you will build a portfolio of digital external clients and an internal network to deliver industry leading digital capabilities. You’ll work closely in a globally dispersed team, lead onsite client workshops and drive progress, with a high level of independence. Your quantitative and qualitative analytical, interpersonal, and communication skills will contribute to our successes as we look to onboard and retain clients, showcasing the Firm's digital capabilities. Candidates must have prior financial services experience, ideally working in asset management or wealth management.

Position location will be New York, NY, Stamford, CT, St. Petersburg, FL or London (hybrid work schedule). Ideal candidates should be familiar with concepts such as digital transformation, data-driven insights, and customer-centric innovation in the FinTech space.  

Key Responsibilities:

• Manage a portfolio of strategic digital clients through a lifecycle of sales, implementation and growth phases to maximize long-term value for Franklin Templeton’s clients and partners. 

• Own the customer relationship lifecycle from solutioning through ongoing account management activities, while leveraging the appropriate internal resources as needed to ensure success. 

• Define, analyze, configure, and document commercial and technical requirements for Franklin Templeton, our clients’, or partners’ specifications and objectives. 

• Develop a comprehensive understanding of Franklin Templeton using scalable methods, regionally appropriate frameworks, and standard SaaS techniques. 

• Lead our customers through the solutioning, implementation and onboarding processes with enthusiasm and structure, involving the appropriate internal teams at every stage, in order to drive predictable outcomes every time and to set them up for success. 

• Based on client and advisor feedback, develop and evolve strategies and content to increase adoption of our digital products. 

• Build pathways to collect client feedback on our products, both directly as a front-line contact and through establishing<