Franklin Templeton · 14 hours ago
Manager - Global Shareholder Services
Rancho Cordova, California, United States of America
Full-time
Hybrid
Mid, Senior Level
$100K/yr - $118K/yr
4+ years expFranklin Templeton is a dynamic firm focused on advancing the industry by helping clients achieve their investment goals. The Manager of Global Shareholder Services will lead teams to drive innovation and process improvement, oversee service and compliance, and promote communication and staff development.
Financial ServicesHedge FundsProfessional ServicesWealth Management
Responsibilities
Lead teams to achieve strategic objectives
Drive innovation and process improvement
Oversee service, compliance, and risk
Manage performance, metrics and quality
Collaborate on enterprise initiatives
Build strong partnerships
Oversee hiring, reviews, and succession
Monitor staffing and scheduling trends
Represent the department in strategy
Promote communication and staff development
Provide strategic oversight of technology adoption and integration, ensuring that teams are equipped with the latest tools to drive operational excellence
Support the evaluation and implementation of new technologies, designing and delivering comprehensive training programs to enhance team capability
Qualification
Required
Bachelor's degree in business or equivalent experience
4+ years of direct people management, including hiring, conducting reviews, supporting development, and succession planning
Skilled at building strong teams, promoting communication, and maintaining a positive, high-performing work environment
Knowledge of Transfer Agency operations and financial regulations
Demonstrate advanced proficiency in Microsoft Office and core operational platforms critical to Transfer Agency management
Expertise in diagnosing complex system issues, optimizing workflows across departments, and establishing best practices through the development of robust, organization-wide documentation standards
Experience guiding teams through complex processes, providing hands-on support and practical solutions to keep everyone productive and confident during system changes
Strong communicator and strategic thinker
Organized and compliance focused
Empathetic leadership, able to support and motivate diverse teams
Adaptable and resilient in fast-changing environments
Conflict resolution and negotiation skills
Effective decision-making under pressure
Active listening and openness to feedback
Collaboration and relationship-building across departments
Ability to coach and mentor team members
High emotional intelligence and self-awareness
Problem-solving with a proactive and solution-oriented mindset
Time management and prioritization skills to balance multiple responsibilities
Benefits
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
Company
Franklin Templeton
Franklin Templeton is a investment firm that offers mutual funds for individuals and institutions.
5001-10000 employees
H1B Sponsorship
Franklin Templeton has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
Funding
Current Stage
Late StageLeadership Team
Jenny Johnson
President and CEO
Jennifer Johnston
Senior Vice President and Director of Municipal Bond Research
Recent News
2026-02-04
2026-01-22
2026-01-16
Company data provided by crunchbase