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!

What is the Senior Business Analyst responsible for?

We are seeking a highly organized and detail-oriented Senior Business Analyst to support the Office of the CEO. This role is critical to ensuring the CEO’s engagements—both internal and external—are executed with precision, professionalism, and strategic insight. The role is onsite in our West Palm Beach, FL office, and will serve as a trusted partner in managing executive-level communications, briefing materials, and operational logistics.

What are the ongoing responsibilities of a Senior Business Analyst?

• Prepare, review, and compile briefing documents for all CEO’s meetings, including daily virtual calls, speaking engagement at conferences, and regional visits.

• Ability to navigate the firm’s internal organizations to timely obtain data/info in support of briefing documents.

• Serve as a liaison with internal stakeholders and external partners (e.g., conference organizers, regional heads, clients) on behalf of the CEO.

• Monitor and manage the CEO’s calendar to ensure timely preparation and support for business commitments.

• Provide on-site support for CEO engagements, including logistics, technology setup, and real-time coordination.

• Ensure travel briefing binders and materials are completed and delivered ahead of all travel.

• Draft, edit, and refine briefing memos and executive summaries with a high degree of accuracy and discretion.

What ideal qualifications, skills & experience would help someone to be successful?

• Exceptional written and verbal communication skills.

• Familiar with the firm’s organizational structure.

• Proven ability to work independently with minimal supervision.

• Comfortable interacting with senior executives and external stakeholders.

• Highly organized, detail-oriented, and able to manage multiple priorities under tight deadlines.

• Demonstrated ability to maintain confidentiality and exercise sound judgment.

• 10+ years of experience in executive support, business analysis, and strategic operations.

• Strong technical aptitude and proficiency with Microsoft Office Applications (Word, Excel, PowerPoint, Outlook, Teams, SharePoint).

Franklin Templeton offers employees a competitive and valuable range of total rewards—monetary and non-monetary — designed to support their well-being and recognize their time, talents, and results. Along with base compensation, employees are eligible for an annual discretionary bonus, a 401(k) plan with a generous match, and recognition rewards. We also offer a comprehensive benefits package, which includes a range of competitive healthcare options, insurance, and disability benefits, employee stock investment program, learning resources, career development programs, reimbursement for certain education expenses, paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays) and a motivational wellbeing program. We expect the annual salary for this position to range between $130,000.00 - $150,000.00, depending on location and level of relevant experience, plus discretionary bonus.

Experience our welcoming culture and reach your professional and personal potential!

Our culture is shaped by our diverse global workforce and strongly held core values. Regardless of your interests, lifestyle, or background, there’s a place for you at Franklin Templeton. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life.

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