Franklin Templeton

Lead technical design and implementation of platform capabilities, drive engineering quality and reliability, mentor junior engineers, and integrate AI-enabled services. | Bachelor's or Master's degree in Computer Science or related field with significant software engineering and enterprise delivery experience, strong command of modern frameworks, Azure cloud development, and CRM domain expertise. | At Franklin Templeton, we believe success is built through powerful partnerships. As a forward thinking asset manager, we build dynamic relationships with clients, understand their goals, and navigate complex markets together. We leverage cutting edge strategies and deep insights to unlock opportunities for long term wealth creation. Our talented, global teams bring expertise that is both broad and unique. From our welcoming, inclusive, and supportive culture to our globally diverse business, we offer opportunities not only to help you reach your potential, but also to contribute to our clients’ success. About the Department Part of Global Sales Technology, we support Wealth and Institutional distribution teams globally. We own and evolve CRM (Microsoft Dynamics) and AI-enabled workflow platforms used by sales and client-facing teams, driving sales productivity, client insight, and digital enablement at scale. We work through Agile, product-aligned PODs, partnering closely with business, data, and AI teams to deliver end-to-end solutions. Our approach combines strong governance and engineering discipline with rapid iteration as we expand AI-driven capabilities. Our globally distributed team of engineers, platform specialists, and product-aligned resources values ownership, simplicity, and outcome-driven delivery. Team members are encouraged to develop their technical and leadership skills as the platform and team evolve. Job Overview This role is part of our senior engineering leadership as we scale CRM and AI-enabled platforms. We need a senior technical leader who can set direction, raise engineering standards, and lead the design of scalable solutions across the estate. The role focuses on shaping architecture, designing robust solutions, and guiding implementation across Microsoft Dynamics, Azure, and emerging AI capabilities. It spans both established platforms and newer innovation areas, connecting CRM workflows with intelligent, insight-led experiences through strong technical judgement and engineering discipline. Success in this role improves sales effectiveness, accelerates delivery of resilient and scalable solutions, and helps shape the shift to AI-enabled sales and service. The work directly influences platform direction, engineering quality, client engagement, and growth across our distribution teams. AI Collaborator Acts as an AI-enabled collaborator in system design and architecture, proactively identifying opportunities where AI can enhance product capabilities, decision intelligence, and user experience not just accelerate development tasks. Applies pragmatic judgment in balancing AI-assisted and traditional approaches, evaluating trade-offs to ensure solutions remain scalable, reliable, and aligned with business and operational goals. Continuously identifies and optimizes repetitive, manual, or error-prone workflows by embedding AI-driven capabilities such as intelligent code reviews, automated testing, contextual alerting, and adaptive documentation, enabling higher team efficiency and quality. Leverages advanced prompt engineering and AI interaction techniques to address complex, ambiguous, and domain-specific challenges, effectively guiding AI systems to produce actionable and reliable outcomes. Collaborates closely with cross-functional teams as an AI enabler, helping engineers, product managers, and stakeholders integrate AI into their workflows and decision-making processes. How you will add value Lead the technical design and implementation of core platform capabilities across Dynamics 365, Azure services, and API-driven integrations, ensuring alignment to architectural standards and long-term platform strategy. Own the design of CRM customizations, backend services, and reusable platform components that improve scalability, maintainability, and consistency across the engineering estate. Drive engineering quality and platform reliability through strong practices in observability, incident management, automated testing, code quality, secure delivery, and CI/CD. Lead complex CRM workflow enhancements, AI-enabled capabilities, platform modernization, integrations, and migration initiatives, balancing near-term delivery with long-term technical sustainability. Shape and advance capabilities within the Intelligence Hub, helping define how AI-enabled services are integrated into sales and service workflows in a secure, practical, and scalable way. Partner with product owners, architects, and business stakeholders to shape requirements, challenge assumptions, and translate business needs into scalable technical solutions and implementation approaches. Provide technical leadership across data, AI, engineering, and architecture teams to align design decisions, unblock delivery, and ensure coherent end-to-end solutions across platforms. Mentor and develop more junior engineers through technical coaching, thoughtful code reviews, design guidance, and day-to-day support that raises engineering capability and standards across the team. Promote engineering excellence by setting best practices, improving design and code review discipline, and helping build the technical growth path for engineers across the team. What will help you be successful in this role Bachelor’s or Master’s degree in Computer Science, Engineering, or a related field, or equivalent practical experience. Significant experience in software engineering, Msft Dynamics 365 platform development, and enterprise delivery, with a track record of leading complex technical solutions across systems, teams, and business domains. Strong command of modern engineering frameworks, languages, and integration approaches, including React, TypeScript, JavaScript, Azure Functions and .NET/C#, with the ability to make sound technical trade-offs across front-end, backend, and platform layers. Strong experience with Power Platform and applied AI capabilities, including Power Apps, Power Automate, Copilot Studio, or related tools, with the judgement to use them appropriately within secure, scalable enterprise solutions. Strong experience with cloud-native engineering in Azure, including services for integration, application hosting, scalability, resilience, and secure enterprise operations. Strong understanding of CRM data models, business process automation, and sales domain workflows, including client and product hierarchies, relationship models, and activity tracking across integrated platforms. Strong understanding of CI/CD, GitLab, governance, security, and compliance considerations in enterprise platforms. Strong communication, collaboration, and principal-level technical leadership skills, including architecture guidance, high-quality code and design reviews, mentoring of junior engineers, and the ability to influence technical direction across Agile, product-aligned teams. Nice to have skills Strong prompt engineering skills, evaluation & testing, guardrails, and observability of model performance and usage. Work Schedule & Location This role will work a hybrid schedule 3 days/week in our Philadelphia office 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 $180,200 - $212,100, depending on location and level of relevant experience, plus discretionary bonus. At Franklin Templeton, we believe your benefits should support your life, your goals, and your future. That’s why we offer a comprehensive Total Rewards package designed to help you thrive both personally and professionally. Highlights of our benefits include: - Paid Time Off: Three weeks of PTO in your first year - Health Coverage: Competitive medical, dental, and vision insurance to support your well-being - Retirement Savings: 401(k) plan with an 85% company match on pre-tax and/or Roth contributions, up to IRS limits - Equity & Investing: Employee Stock Investment Plan (ESIP) with discounted share purchase opportunities - Learning Education Assistance Program (LEAP): To support your ongoing growth and career advancement - Employee Investment Benefits: Opportunity to purchase company funds with no sales charge Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation.

Support enterprise compliance archiving infrastructure and provide Tier 2 technical support for compliance tools. | Bachelor's degree and 3+ years experience with Microsoft 365 Purview, scripting, and regulatory compliance. | At Franklin Templeton, we believe success is built through powerful partnerships. As a forward thinking asset manager, we build dynamic relationships with clients, understand their goals, and navigate complex markets together. We leverage cutting edge strategies and deep insights to unlock opportunities for long term wealth creation. Our talented, global teams bring expertise that is both broad and unique. From our welcoming, inclusive, and supportive culture to our globally diverse business, we offer opportunities not only to help you reach your potential, but also to contribute to our clients’ success. About the Department The GIS eDiscovery and Compliance Operations team is responsible for Franklin Templeton’s Email and other various communication information and data that must be archived in our Data Governance Systems and retained as per the industry regulations and guidelines. Maintaining and monitoring various compliance archiving connectors and performing eDiscovery searches as per the requirements of Compliance, Legal, HR and Audit teams. The ideal self-driven candidate will possess strong communication, leadership and versatile technical skills, be a team player with a drive for success. What is the Senior IS Analyst - IT Security/Compliance Operations responsible for? The role is responsible for the ongoing support of Franklin Templeton’s Enterprise Compliance Archiving infrastructure. This requires knowledge of Microsoft Office 365, specializing in Microsoft 365 Purview Compliance Portal and 3rd party data feeds and integrations. The role will also require the candidate to develop automation improvements to ensure system performance, accurate monitoring and service resiliency. This role provides escalated, Tier 2 support, applies advanced subject matter knowledge to complex business issues and is regarded as a subject matter expert. This role frequently contributes to the development of new ideas and methods and works on complex problems/projects where analysis of situations or data requires an in-depth review of multiple factors and exercises independent judgment within broadly defined policies and practices to determine the best method for accomplishing work and achieving objectives. How you will add value Tier 1 & 2 support for Microsoft 365 Purview Compliance Portal Manage permissions within MS Purview Compliance Portal based on completion of Access Request form/workflow Manage corporate retention policies within MS Purview Compliance Portal – Data lifecycle Management Support eDiscovery cases & surveillance policies (eDiscovery/Communication Compliance) Support data archiving connectors (including 3rd party connectors) into O365 (Data Connectors) Solution, document and execute request changes pertaining to MS Purview Compliance Portal Monitoring and reporting to ensure data quality and service resiliency. Process design, documentation, and automation. Work with vendors to resolve stakeholder issues encountered by using compliance tools. Maintain Microsoft 365 Compliance licensing, as required. Ability to manage multiple activities in a fast-paced environment What will help you be successful in this role Bachelor’s degree in computer science, Computer Information Systems, or an equivalent combination of education, certification, and experience Knowledge of Microsoft 365 and Microsoft 365 Purview Overall 3+ years of industry experience with a background in working with financial institutions and their regulatory requirements surrounding communications retention. Good Experience with supporting and configuring Microsoft 365 Purview Compliance Center Experience with PowerShell, Azure Automation Runbook, Logic App or similar scripting languages Experience in working with at least one of the financial services industry’s major regulatory data archive vendors Proficient in use of Outlook/Exchange Online, SharePoint, Microsoft 365 Purview Compliance Portal, Microsoft Teams, ServiceNow and other database functionality/concepts General understanding of FINRA regulations and Compliance Good interpersonal skills and positive work ethics Exceptional attention to detail Strong problem solving, analytical skills and technical aptitude. Excellent communication skills (both verbal and written) Ability to manage several tasks simultaneously. Able to multitask and prioritize effectively. Effective partnership & collaboration Good documentation skills using PowerPoint, Confluence, Microsoft Visio and other documentation tools Work Schedule & Location This role will work a hybrid schedule 3 days/week in any of the following office locations. St. Petersburg, FL Rancho Cordova, CA San Mateo, CA New York, NY Fort Lauderdale, FL 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 $116,200 – $158,300, depending on location and level of relevant experience, plus discretionary bonus. #LI-Hybrid #MID_SENIOR_LEVEL At Franklin Templeton, we believe your benefits should support your life, your goals, and your future. That’s why we offer a comprehensive Total Rewards package designed to help you thrive both personally and professionally. Highlights of our benefits include: - Paid Time Off: Three weeks of PTO in your first year - Health Coverage: Competitive medical, dental, and vision insurance to support your well-being - Retirement Savings: 401(k) plan with an 85% company match on pre-tax and/or Roth contributions, up to IRS limits - Equity & Investing: Employee Stock Investment Plan (ESIP) with discounted share purchase opportunities - Learning Education Assistance Program (LEAP): To support your ongoing growth and career advancement - Employee Investment Benefits: Opportunity to purchase company funds with no sales charge Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation.

Resolve compliance alerts, monitor trading accounts, and ensure adherence to SEC and internal policies. | 2-4 years investment compliance experience with 2 years in alternative investments, bachelor's degree required, CFA/FRM preferred. | At Franklin Templeton, we’re advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic 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 provide opportunities to help you reach your potential while helping our clients reach theirs. Come join us in delivering better outcomes for our clients around the world! About the department The Investment Compliance team safeguards Franklin Templeton’s portfolios by ensuring investments align with regulatory requirements, client guidelines, and internal policies. The team partners with Portfolio Management, Trading, Investment Risk, and Operations to maintain accurate data, resolve issues, and support compliant trading activity. Team members work collaboratively across global offices and gain exposure to complex investment products, regulatory frameworks, and advanced compliance systems. How you will add value Core Responsibilities Resolve pre‑trade compliance alerts with Traders and Portfolio Managers. Use compliance tools to identify issues before trade execution. Analyze post‑trade exceptions and support issue resolution. Monitor accounts, track violations, and apply SEC requirements. Escalate potential compliance concerns appropriately. Respond to internal and external information requests. Prepare accurate regulatory reports and certifications. Strategic Responsibilities Access and improve controls and processes. Onboard new accounts and set up appropriate compliance rules. Support projects as necessary and complete ad‑hoc requests. Team & Collaboration You will coordinate with Operations, Fund Accounting, Technology, and other support teams. You will collaborate with global trading and portfolio teams, including India‑based groups. You will partner with New Business Services team to ensure new accounts are set up properly from a compliance perspective What will help you be successful in this role Experience, Education & Certifications 2-4 years in investment compliance or restriction monitoring 2+ years in alternative investment experience (private equity, hedge fund) Bachelor’s degree in Finance, Accounting, or Business (MBA preferred) CFA or FRM certification preferred Knowledge of SEC regulations Technical Skills Experience with compliance tools such as Charles River or Aladdin Proficiency with MS Office Soft Skills Strong communication and collaboration skills Analytical and problem‑solving abilities Ability to manage tight deadlines High attention to detail Ability to work independently Work Schedule & Location Hybrid work model, three days per week in the New York City office. 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 range for this position to be $82,500-$97,500 depending on location and level of relevant experience, plus discretionary bonus. #ASSOCIATE #LI-Hybrid Experience our welcoming culture and reach your professional and personal potential! Our culture is shaped by the variety of perspectives and experiences brought by talent from around the world. 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. By joining us, you will become part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. We understand that benefits are at the core of employee well-being and may vary depending on individual needs. Whether you need support for maintaining your physical and mental health, saving for life’s adventures, taking care of your family members, or making a positive impact in your community, we aim to have your needs covered. Learn more about the wide range of benefits we offer at Franklin Templeton. Highlights of our benefits include: Three weeks paid time off the first year Medical, dental and vision insurance 401(k) Retirement Plan with 85% company match on your pre-tax and/or Roth contributions, up to the IRS limits Employee Stock Investment Program Tuition Assistance Program Purchase of company funds with no sales charge Onsite fitness center and recreation center* Onsite cafeteria* *Only applicable at certain locations Learn more about the wide range of benefits we offer at Franklin Templeton Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation. If you believe that you need an accommodation or adjustment to search for or apply for one of our positions, please send an email to accommodations@franklintempleton.com. In your email, please include the accommodation or adjustment you are requesting, the job title, and the job number you are applying for. It may take up to three business days to receive a response to your request. Please note that only accommodation requests will receive a response. When you become part of Franklin Templeton, you’ll join a company dedicated to progress. A company that doesn’t settle. One where we pursue our ambitions with energy and persistence. That’s why it’s so important that we empower and encourage the progress of our employees. From our welcoming, inclusive, and flexible culture – to our global and diverse business, we provide opportunities to help you reach your potential while contributing to ours. At Franklin Templeton, we embrace individual differences and value experience and perspectives brought by talent from around the world. And, although we are all different, we all have one thing in common – we are dedicated to what we do. So whether you’re just starting your career journey, are well on your way, or are seeking a new direction, you’'ll find the support you need to grow your career with us. Come, join us, and help us shape the future of the global asset management industry!

Lead the design, development, and deployment of AI and blockchain technology platforms, oversee architecture and operations, and build a technical team to support innovation initiatives. | 15+ years in technology leadership with 5+ years in AI/ML product engineering or architecture, advanced technical degrees, and experience in platform architecture, preferably in financial services. | At Franklin Templeton, we’re advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic 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 provide opportunities to help you reach your potential while helping our clients reach theirs. Come join us in delivering better outcomes for our clients around the world! About FIRST Franklin Innovation Research, Strategies, & Technologies (FIRST) brings together Franklin Templeton’s teams focused on innovation initiatives, allowing for new synergies to emerge, linking our actions to our thought leadership/research, & offering a central point from which to coordinate broader firm activities & partner engagement. Job Description The FIRST Innovation Hub and Venture Studio is seeking a dynamic and experienced individual to join our team as the VP/Head of FIRST Technology Platform to lead new technology application development driven by AI and blockchain. In this role, you will be responsible for research and development of new applications and products leveraging emerging technologies and models. The firm’s focus on AI is a significant growth area for FT. There is a significant increase in demand for generative AI driven capabilities in the wealth management industry. We are making investment in AI research and building AI driven platforms that underpin our global digital product offerings. As the VP/Head of FIRST Technology Platform, this role will oversee the conceptualization, architecture, building and maintenance of the FIRST technology projects. Generative AI will play a key role in the capability set with the convergence of blockchain technology. The role would lead the architecture of this platform, the MLOps and LLMOps processes, and the integration of capability sets by multiple technology, AI/ML and LLM providers. The role would also oversee the due diligence of any digital partnerships and strategic investments. Responsibilities • Work with clients, external vendors, startups, and FT organizational teams to design and build new offerings driven by AI and/or blockchain products. • Oversee the design, development, and deployment of the AI / technology platforms, ensuring their scalability, performance, and security. • Build the ML Ops, LLM Ops framework and delivery capability set. • Collaborate with cross-functional teams, including data scientists, engineers, and product managers, to ensure seamless integration of AI / technology solutions into the company's products, services and infrastructure. • Layout the architecture and platform that interconnects all the building blocks of cognitive, generative, reactive AI in a flexible way that adapts to the ever-changing ecosystem. • Enable AI as a strategic asset and deploy a reusable framework across multiple parallel experimentation driven product roadmaps. • Drive architectural transformation within and outside the company. Have a thorough understanding of the ecosystem. • Build out a technical team to support FIRST purpose and objective. Qualifications • Extensive experience in AI, Tech Architecture and Product Engineering • Minimum 15+ years of leadership experience with significant background in technology, AI and data. • At least 5 years in a leading AI/ML Product Engineering or Architecture role. • Demonstrated ability to build, deploy and scale AI driven products. • Demonstrated understanding of platform architecture, ideally in an investment/wealth management environment. Understanding financial/investment advice can be a plus though not a must. • Demonstrated ability to manage complex programs, including execution, implementation and influencing skills. Ability to manage conflicting priorities and to influence the broader organization. • Team player mindset with an ability to test, learn and pivot. • Passion for driving business growth. Prefer Knowledge, Skills, Experience • Master’s in Engineering, Computer Science, or other relevant technical disciplines required. • Master’s and/or Background in AI/ML and analytics will be relevant. Professional certifications and post graduate experience that demonstrate these capabilities will be relevant. • PhD in related fields preferred. • Any background/certification in investment or wealth management preferred but not necessary. Along with base compensation, other compensation is offered such as a discretionary bonus, 401k plan, health insurance, and other perks. There are several factors taken into consideration in making compensation decisions including but not limited to location, job-related knowledge, skills, and experience. At Franklin Templeton, we apply a total reward philosophy where all aspects of compensation and benefits are taken into consideration in determining compensation. We expect the base salary for this position to range between $275,000 - $300,000 per year plus bonus opportunity. Experience our welcoming culture and reach your professional and personal potential! Our culture is shaped by the variety of perspectives and experiences brought by talent from around the world. 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. By joining us, you will become part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. We understand that benefits are at the core of employee well-being and may vary depending on individual needs. Whether you need support for maintaining your physical and mental health, saving for life’s adventures, taking care of your family members, or making a positive impact in your community, we aim to have your needs covered. Learn more about the wide range of benefits we offer at Franklin Templeton. Highlights Of Our Benefits Include • Three weeks paid time off the first year • Medical, dental and vision insurance • 401(k) Retirement Plan with 85% company match on your pre-tax and/or Roth contributions, up to the IRS limits • Employee Stock Investment Program • Tuition Assistance Program • Purchase of company funds with no sales charge • Onsite fitness center and recreation center* • Onsite cafeteria* • Only applicable at certain locations Learn more about the wide range of benefits we offer at Franklin Templeton Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation. If you believe that you need an accommodation or adjustment to search for or apply for one of our positions, please send an email to accommodations@franklintempleton.com. In your email, please include the accommodation or adjustment you are requesting, the job title, and the job number you are applying for. It may take up to three business days to receive a response to your request. Please note that only accommodation requests will receive a response.