Job Description

At Franklin Templeton, everything we do is focused on one thing \xe2\x80\x93 delivering better client outcomes. We do that by partnering closely with our clients, assessing their strategic needs, and identifying the solution or solutions that can meet the challenge. Over 9,500 employees working in 30 countries around the world are dedicated to servicing investment solutions for our clients in more than 155 countries. For more than 75 years our success has been a direct result of the talent, skills and persistence of our people, and we are looking for qualified candidates to join our team.

Our New Business Services (NBS) team is looking for a seasoned Senior NBS Onboarding Manager/NBS Onboarding Manager to join the team in Singapore. This role works primarily with internal teams across the organization to successfully manage the onboarding of Institutional clients with focus on operational set up and enterprise-wide setup for APAC region excluding India. This role takes full ownership of managing the onboarding timeline by tracking deliverables and monitoring milestones to ensure that client accounts are launched by target dates. This role will also be involved in supporting RFP requests and retail fund launches.

What are the ongoing responsibilities of this position?

Ensure the successful set up and launch of all Institutional accounts by coordinating and working closely with operational teams and internal business partners such as Distribution, Portfolio Management, Legal and Compliance and other departments:

Work with Distribution team to determine target launch timeline acceptable to clients as well as being feasible from set up perspective

Organize and chair onboarding calls and meetings to ensure relevant teams are kept up to date of onboarding status and any issues that require resolution or escalation

Ensure appropriate escalation of onboarding issues/challenges and seek/support resolution on timely basis

Track and monitor status of action items necessary for launch of the account against target timeline

Provide onboarding call notes and outstanding action items

Follow onboarding workbook as appropriate, ensure completion of onboarding checklist, profile information and signoffs by relevant teams

Regular review of onboarding workbook and checklist to ensure these are up to date

Identify challenges and trends, seek solution to address these tactically and/or strategically

Co-ordination of other significant events, eg complex in/out-species and account restructuring

Support review and seek signoffs of RFP terms and conditions where required

Support launches of retail funds primarily in the coordination of operational teams and ensure operational setup can meet launch timeline

Build and foster relationships with internal teams that participate in onboarding activities; maintain adequate knowledge of various team functions and key team members

Seek continuous improvement of existing processes including application of best practices, tools that can improve timeliness, client experience and operational risk control

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

University or college degree

Minimum of 5 years experience in financial services industry preferably in operations, client/product implementation or client servicing (Seniority of the role will depend on relevant expereince)

Solid knowledge of asset management or relevant financial services industry

Comprehensive background and understanding of front, middle, and back-office functions, and operations. Prior project management or implementation experience would be desirable

Excellent written and verbal communication skills in English

Due to regional coverage, knowledge of Mandarin and/or Cantonese would be desirable

Highly organized, good initiative and ability to adapt in a dynamic environment

Strong interpersonal skills and ability to work well across functional teams

Strong client service and customer focus

Ability to provide solutions to a variety of complex problems

Excellent facilitation, good negotiation, and persuasion skills

Ensure solutions are align with organization objectives and meet client needs

#LI-APAC

#MID_SENIOR_LEVEL

What makes Franklin Templeton unique?

In addition to the dynamic and professional environment at Franklin Templeton, we strive to ensure that our employees have access to a competitive and valuable set of \xe2\x80\x94the mix of both monetary and non-monetary rewards provided to you in recognition for your time, talents, efforts, and results.

We believe that being a good corporate citizen is good business. To us, corporate citizenship means being accountable, serving our clients, being an employer of choice, managing our environmental impact, and . An emphasis on corporate citizenship is embedded in our culture and values, and is an important element of how we achieve success.

We are also committed to your learning and development with resources focused around Experience, Exposure, and Education, to help you achieve your professional development goals.

Franklin Templeton values diversity in its workforce and welcomes employees from different backgrounds, generations, capabilities, cultural identification, sexual orientations, and gender expression, in addition to other attributes that contribute to a truly diverse and inclusive community.

Franklin Templeton is committed to fostering a environment. If you believe that you need a workplace arrangement to search for, or apply for, one of our positions please send an email to . In your email, please include the arrangement you are requesting and the job title and job number you are applying for. We will review the request and make a best effort to enact the arrangement. It may take up to three business days to receive a response to your request. Please note that only requests for arrangements will receive a response.

We regret that only short-listed candidates will be notified.

Franklin Templeton Investments