Analyst - Global Shareholder 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 the Department
The Global Shareholder Services (GSS) team at Franklin Templeton drives operational excellence and customer service across the company. GSS manages transfer agent functions, regulatory compliance, and strategic modernization initiatives. Team members—financial professionals, business partners, and leaders—work together in a collaborative, client-focused environment. Joining GSS means contributing to high-impact projects, developing professionally, and benefiting from a culture that values teamwork, innovation, and continuous improvement.
How You Will Add Value
You will support integration of new business elements and improve processes.
You will define and implement critical workflows and controls.
You will coordinate enhancements to business processes and represent business priorities.
You will partner on change management for new initiatives.
You will analyze and manage business data using modeling techniques.
You will compile analytics, conduct research, and provide actionable reporting.
You will prioritize business needs and communicate effectively with stakeholders.
You will support policy development, quality reviews, and customer experience initiatives.
You will provide peer feedback and share subject matter expertise.
You will collaborate to develop processes for call center operations.
You will research business objectives, identify risks, and propose solutions.
You will assess risks, analyze impacts, and adapt to changing strategies.
You will identify and leverage industry best practices. [too many bullet points]
What Will Help You Be Successful in This Role
Bachelor’s degree or equivalent experience.
2–4 years in systems analysis, financial services, or technical projects.
Experience in mutual fund operations, transfer agent services, or recordkeeping is preferred. Soft Skills
Strong communication and interpersonal skills.
Analytical and problem-solving abilities.
Effective time management and multitasking.
Adaptability and eagerness to learn new technologies.
Collaborative team player.
Professionalism and confidentiality.
Work Schedule & Location
Hybrid work model based in St. Petersburg, FL or Rancho Cordova, CA.
Standard hours: 8:30am – 5:00pm local time.
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 $56,000 - $70,000.00, depending on location and level of relevant experience, plus discretionary bonus.
#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.
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Franklin Templeton drives client success through an unwavering focus on investment excellence delivered on a robust global platform. This is backed by investments in cutting edge technology and product innovation. In this way, our clients receive ...
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