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 Global Wealth Alternatives group responsible for?

Franklin Templeton began the decade under the leadership of Jenny Johnson, who became President and CEO in February of 2020 and led the acquisition of several companies to propel the firm into a new phase of growth, including the largest and most significant acquisition in the company's history, Legg Mason. Legg Mason and its specialist investment managers added differentiated capabilities to Franklin Templeton's existing investment strategies, bringing notable leadership and strength in core fixed income, active equities, multi-asset solutions, and alternatives, a key growth area. A concentrated focus on alternatives led to the more recent announcement of Franklin Templeton's acquisition of Lexington Partners in 2022, a leader in secondary private equity and co-investments. With the closure of the Lexington and Alcentra transactions, the firm includes top-tier specialist investment managers across all key alternative categories: private and alternative debt, unconstrained and hedge strategies, real estate, secondary private equity & co-investments, and venture/growth equity. As of December 31st, 2024, total alternative assets under management total ~$250 billion.

Franklin Templeton's diverse collection of alternative specialist investment managers (SIMs) includes:

Lexington Partners is a leading global alternative investment manager of secondary private equity and co-investment funds.

Benefit Street Partners/Alcentra (BSP) is a leading global credit-focused alternative asset management firm investing across a range of illiquid and liquid credit strategies.

Clarion Partners is a pure-play real estate investment manager offering strategies across the risk-return spectrum.

Franklin Venture Partners (FVP) is a venture capital/growth equity focused business, specializing in enterprise and industrial technology investing. FVP delivers their capabilities into the global wealth market through drawdown funds and custom accounts.

What is the Global Head of Investor Services – Wealth Alternatives responsible for?

This individual leads the global Investor Services team for Wealth Alternatives, ensuring exceptional client service and efficient operations for alternative investments in the Americas, EMEA, and APAC regions. This role oversees investor relations, capital flows, onboarding, and reporting, while collaborating with global cross-functional teams on capital events. Additionally, the individual acts as a subject matter expert on alternative investment strategies and leads a global team to drive business growth and continuous improvement.

Our goal is to provide clients with top-tier service by driving detailed, fast, reliable, and consistent information flow through automation with a human touch.

What are the ongoing responsibilities of a Global Head of Investor Services – Wealth Alternatives?

Lead Americas, EMEA, and APAC investor services teams.

Work closely with internal teams in the review and implementation of participating broker-dealer agreements and placement agent agreements

Prepare, review and manage capital expenses related to FT Alts fundraising across vehicles

Lead the coordination and communication efforts for capital events related to FT Alts investment vehicles

Be a subject matter expert on each of the fund’s mechanics, operational nuances, and capital events

Develops the overall strategic vision and business plan for the global wealth alternatives investor services team.

Spearhead initiatives to enhance the functionality & efficiency of the team, including developing & optimizing key internal reports for scalability.

Maintain effective mutually beneficial working relationships with custodians, transfer agents, key Wirehouse/broker dealer home offices and third-party vendors.

Execute ad hoc projects and oversee the dissemination of monthly and quarterly reporting for investors

Review analysis of inquiry trends and work with stakeholders to resolve issues.

Review capital call and distribution memos and ensure accurate reporting to executive leadership.

Lead product onboarding, integrating operations, governance, and platform agreements globally.

Oversee fund administration, trade operations, and key decisions post-launch to optimize performance.

Drive global client service, handling external and internal inquiries and ensuring timely resolution.

Lead fund communications to ensure clear and consistent updates for investors.

Manage global reporting and oversee special projects to improve operational efficiency.

Foster relationships with key global partners to support cross-functional collaboration.

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

Bachelor’s degree in finance or related field; advanced degree or certifications (e.g., CFA, CAIA) a plus.

Minimum of 12 – 15 years in investor services or alternative investments, with proven leadership across global teams.

FINRA Series 7, 24 and 63, or willing to obtain shortly after hire.

Deep knowledge of alternative investment strategies, fund structures, and global capital markets.

Strong team management skills, with a focus on driving performance and fostering collaboration.

Excellent communication and relationship-building abilities with institutional investors and stakeholders.

Familiarity with global regulatory requirements for alternative investments.

Ability to develop scalable processes and contribute to business growth.

Strong analytical and proactive approach to operational challenges.

Advanced proficiency in Microsoft Excel and PowerPoint.

Strong project management skills & ultimate multi-tasker.

Experience managing multiple seniority level employees across regions.

Knowledge of alternative investment strategies.

Experience with publicly traded entities.

Effectively work within a team environment that takes on various roles and supports many other teams.

Willingness to travel up to 10%

Franklin Templeton offers employees a competitive and valuable range of total rewards—monetary and non-monetary—designed to support the whole person and to recognize their time, talents, and results. 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 salary range for the position to be $209,000 to $300,000.

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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.

Hear more from our employees

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

Learning and Education Assistance Program (LEAP)

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 existing 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. 
 
Franklin Templeton is committed to fostering a diverse and inclusive environment. 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.