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 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 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!

What is New Business Onboarding Team responsible for?

New Business Onboarding (NBO) team is part of International Intermediary Oversight (IIO) and plays a central coordinator role between Distribution, Legal, GAS Finance, Product and Operations to oversee the end-to-end intermediary lifecycle process and deliver superior client service experience. 

NBO team supports onboarding and maintenance of the network of over 1000+ Fund Intermediaries, Distributors, Business Introducers, Institutional Investors and Platforms at Franklin Templeton. The activity includes distribution support for all countries and international Regions across APAC, EMEA and Americas. 

What are the ongoing responsibilities of the Manager of the New Business Onboarding team?

Manage a team of 5 staff located in Poznan, Italy, US, and the UK.

Oversee the onboarding and maintenance of intermediary network across all International Regions.

Coordinate signing and updates to distribution, cooperation and NDA agreements with intermediary clients and institutional business.

Facilitate communication and collaboration between the NBO team and other key stakeholders to optimize processes and resolve any issues swiftly.

Deliver superior client service experience across all international regions including APAC, EMEA, and Americas excl. US domestic.

Monitor and report on the performance metrics of the onboarding process to ensure continuous improvement and adherence to quality standards.

Implement strategies for enhancing client satisfaction and retention.

Lead and mentor the NBO team, fostering their professional development and growth.

Partner with other leaders to develop and cross-train the IIO teams.

Represent the Franklin Templeton and International Intermediary Oversight (IIO) department at internal meetings and forums and industry events to advocate for the team's goals and achievements.

Network within Franklin Templeton to stay abreast of market trends and foster relationships with key stakeholders.

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

Bachelor’s degree in Business Administration, Management, or a related field. A Master's degree is preferred.

A minimum of 5 years of experience in a managerial or supervisory role, preferably within an international or multicultural environment.

Demonstrated experience in team leadership, mentoring, and professional development.

Strong communication and interpersonal skills to liaise effectively with staff located in multiple countries.

Proven ability to facilitate collaboration between teams and key stakeholders, ensuring smooth process optimization and swift issue resolution.

Experience in monitoring and reporting performance metrics to drive continuous improvement and maintain quality standards.

Expertise in implementing strategies to enhance client satisfaction and retention.

Ability to represent the department at internal meetings, industry events, and forums, advocating for the team's goals and achievements.

Active participation in industry events and networking opportunities to stay updated on market trends and foster relationships with key stakeholders.

Proactive and results-oriented mindset.

Strong analytical and problem-solving skills.

Adaptability and flexibility to manage a diverse team across different locations.

Excellent organizational and time management skills.

Experience our welcoming culture and reach your professional and personal potential!

Building teams with diverse skills, backgrounds, and experiences has always been important to us. Cultivating an inclusive culture where employees feel safe to share their voices is not only beneficial for our people, but also drives innovation and enables us to deliver better client outcomes. So, no matter your interests, lifestyle, or background, there’s a place for you at Franklin Templeton. We will provide you with tools, resources, and learning opportunities to help you excel in your career and personal life.

Hear more from our employees

We want our employees to be at their best. By joining us, you will connect with 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 staying physically and mentally healthy, saving for life's adventures, taking care of your family members, or making a positive impact in your community, we aim to have you covered. 

Learn more about the wide range of benefits we offer at Franklin Templeton in Poland

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.

FTIS is committed to maintaining an ethical, transparent, and accountable work environment, which contributes to the integrity and success of the organization. FTIS encourages the reporting of any known or suspected violations of national as well as EU laws through appropriate reporting channels available internally and externally. FTIS ensures that whistleblowers who report such breaches are protected from retaliation and provided with safe and confidential reporting mechanisms.

Click here to access the FTIS Whistleblower Protection Policy.