Learning Consultant
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 Learning & Development team drives global Transfer Agent (TA) training initiatives that ensure regulatory compliance and exceptional customer service. Team members collaborate across business units, sharing expertise and supporting each other’s growth. Joining this department means working in a dynamic, supportive environment where you can develop your skills and make a meaningful impact.
How You Will Add Value
Training Planning & Development
You will design and develop training programs for new hires and ongoing employee development.
You will collaborate with subject matter experts and mentors to create effective training content.
You will assess skill gaps and recommend targeted training solutions.
Coordination & Logistics
You will organize training schedules and logistics for maximum efficiency.
You will manage administrative tasks, including room bookings and session communications.
You will participate in meetings to support training initiatives.
Training Delivery
You will deliver engaging instructor-led training in virtual and in-person settings.
You will coach employees and monitor their progress.
You will evaluate new hires within their first 90 days.
Evaluation & Feedback
You will track attendance and measure training effectiveness.
You will compile feedback and recommend improvements.
You will share evaluation results with managers.
Maintenance & Continuous Improvement
You will update training materials and stay current with policy changes.
You will work with quality and compliance teams to identify training needs.
You will support continuous improvement efforts.
What Will Help You Be Successful in This Role
Experience, Education & Certifications
Bachelor’s degree or equivalent experience.
2–5 years of corporate training experience.
Financial services or Transfer Agency experience required.
Technical Skills
Strong communication and facilitation skills.
Ability to design and deliver training using various methods and tools.
Soft Skills
Leadership and interpersonal skills.
Ability to work independently and prioritize tasks.
Strong planning and organizational abilities.
Work Schedule & Location
This position follows a hybrid work model based in Rancho Cordova, CA. Employees are expected to work on-site full-time during designated training sessions to ensure successful onboarding and integration. Standard work hours are 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 $61,700.00 - $72,600, depending on location and level of relevant experience, plus discretionary bonus.
#LI-Hybrid
#MID_SENIOR_LEVEL
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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