Client Success Manager

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 Franklin Innovation Research, Strategies and Technologies (FIRST) team serves as Franklin Templeton's hub for innovation, helping the firm identify, develop, and advance opportunities at the intersection of investment management and emerging technologies. The team plays a key role in shaping the firm's digital assets strategy and bringing innovative solutions to market, while fostering collaboration across business, investment, and technology functions. Through thought leadership, strategic initiatives, and experimentation with next-generation technologies, FIRST helps position Franklin Templeton at the forefront of the evolving financial services landscape.

Role Summary

Franklin Templeton is hiring a Client Success Manager to join the Goals Optimization Engine (GOE) Product Organization within FIRST. GOE helps wealth managers apply goals-based investing through innovative digital solutions. The Client Success Team partners with clients and internal stakeholders to drive adoption, integration, and long-term success of Franklin Templeton’s digital capabilities. Team members work across Product, Technology, Engineering, Compliance, Legal, and Risk to deliver scalable solutions that improve the client experience. Joining the team offers exposure to fintech innovation, digital transformation initiatives, and global cross-functional collaboration. Visit our website here to learn more about GOE.

How You Will Add Value

• Manage strategic client relationships across implementation and adoption.
• Drive client satisfaction, retention, and long-term value.
• Advise clients on solution design and business needs.
• Support user experience, feasibility, and delivery decisions.
• Coordinate cross-functional teams to launch new capabilities.
• Partner with Product and Technology teams on scalable solutions.
• Lead process improvements and team communication initiatives.
• Act as a trusted advisor to clients and partners.

What Will Help You Be Successful in This Role

Experience, Education & Certifications

• Bachelor’s degree in a business, finance, technology, or related discipline.
• 5+ years of experience in asset management, wealth management, technology, consulting, or related industries.
• Experience as a registered representative is preferred.
• Management consulting experience is a strong plus.
• Experience in a B2B Software as a Service (SaaS) environment is preferred.
• Working knowledge of JIRA and Confluence is a plus.

Technical Skills

• Strong understanding of investment concepts, financial markets, and investment products.
• Experience working with wealth management technologies, web-based technologies and understanding of API and domain architecture.
• Knowledge of digital transformation and data-driven decision-making.
• Familiarity with fintech solutions and client-focused innovation.

Soft Skills

• Excellent communication and interpersonal skills, with the ability to effectively engage with clients at all levels.
• Proven ability to manage multiple priorities and thrive in a dynamic, fast-paced environment.
• Self-motivated and proactive with a strong commitment to delivering exceptional client service.
• Ability to manage a project, work to deadlines and prioritize between competing demands.

Work Schedule & Location

• Hybrid work arrangement, 3 days per week in office.
• Location: New York, NY; Stamford, CT; or San Ramon, CA.

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 $105,000 - $130,000, depending on location and level of relevant experience, plus discretionary bonus.

#LI-Hybrid

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 Affirmative Action 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.

Artificial intelligence or automated tools may be used to assist in the screening, assessment, or selection of applicants for this position.

Job Summary

Job number:
Profession: Technology