Director - US Institutional Client Service Support

Franklin Templeton Investments; Pasadena (CA); Hybrid; USD 180,000 - 200,000; Full time

Benefits offered by this job

PTO 3 weeks

Health coverage

401(k) with match

ESIP

LEAP education assistance

Stock purchasing

Job summary

Franklin Templeton Investments is seeking a Director for US Institutional Client Service Support. The role oversees the U.S.

Institutional Client Service function across onboarding, servicing, retention, and expansion, partnering with regional leaders to standardize governance and drive client outcomes. The position requires 10+ years in institutional asset management, strong client relationships, and a proven track record leading high-performing teams with accountability and scale.

Qualifications

• 10+ years of experience in institutional asset management or related field.
• Proven ability to lead and scale client service teams.

Responsibilities

• Lead, develop, and scale the U.S. Institutional Client Service support team.
• Drive accountability, client focus, and operational excellence.
• Serve as the senior escalation point for complex U.S. client matters.
• Transform processes, data and enabling technologies to align with client needs.
• Partner with Sales to deliver a seamless client experience.

Skills

Asset management

Client relationships

Leadership

Operational excellence

Escalation point

Global coordination

Job description

## Director - US Institutional Client Service SupportApplylocations: Pasadena, California, United States of America: Boston, Massachusetts, United States of Americatime type: Full timeposted on: Posted Todayjob requisition id: 867162At 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. The Director of U.S. Institutional Client Service Support is responsible for leading and elevating the U.S. Institutional Client Service Support function, ensuring best-in-class service delivery across the full institutional client lifecycle.This role directly oversees Institutional Client Service Support and serves as the senior leader accountable for execution, service quality, risk management, and client experience across relationships. The role also partners closely with regional client service leaders in EMEA and APAC to align on global standards, share best practices, and ensure consistency across a complex, multi-product, multi-region asset management platform. **How you will add value**U.S. Institutional Client Service Support Leadership* Lead, develop, and scale the U.S. Institutional Client Service support team.* Drive a culture of accountability, client focus, and operational excellence.* Serve as the senior escalation point for complex or sensitive U.S. client matters.* Transform processes, standards, data and supportive technologies to align with client needs.* Ensure strong partnership with sales teams to deliver a seamless client experience.**Client Lifecycle Ownership (U.S. Focus)*** Define and oversee best practices across the full U.S. institutional client lifecycle: onboarding, implementation, ongoing servicing, retention, and expansion.* Ensure disciplined and coordinated partnership with Relationship Managers/Sales Teams.* Establish clear service models aligned to client segmentation and complexity.* Monitor service KPIs to drive continuous improvement and retention outcomes.**Global Alignment & Best Practices*** Partner with EMEA and APAC client service leadership to align on global service standards and governance frameworks.* Promote consistency in onboarding protocols, escalation processes, service metrics, and client engagement models.* Balance global alignment with U.S. regulatory, operational, and client-specific requirements.**Operational Discipline & Risk Governance*** Partner with Operations, Legal, Compliance, and Technology to ensure strong controls and risk management.* Identify and implement process improvements to enhance scalability, efficiency, and client experience.**What will help you be successful in this role*** 10+ years’ experience within institutional asset management with ability to operate effectively in a global, multi-product environment* Deep knowledge of U.S. institutional clients (corporate, public, endowment & foundation, insurance, sub-advisory, consultants)* Demonstrated ownership of the full institutional client lifecycle, from onboarding through retention and expansion* Exceptional client relationship and stakeholder management skills* Demonstrated success leading high-performing teams and creating a culture of accountability, client focus, and operational excellence.* Senior-level judgment and presence to act as an escalation point for complex or sensitive client matters* Ability to scale teams, processes, and service models as business complexity and client demands grow.* Track record of transforming processes, service standards, data, and enabling technologies to enhance client outcomes**Work Schedule & Location** This role works a hybrid schedule commutable to our Pasadena, CA or Boston, MA officeCompensation Range: 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 $180,000 - $200,000, depending on location and level of relevant experience, plus discretionary bonus.#DIRECTOR#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 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.### About UsWhen you become part of Franklin Templeton, you’ll join a company dedicated to progress. A company that doesn’t settle. One where we pursue our ambitions with energy and persistence. That’s why it’s so important that we empower and encourage the progress of our employees. From our welcoming, inclusive, and flexible culture – to our global and diverse business, we provide opportunities to help you reach your potential while contributing to ours.At Franklin Templeton, we embrace individual differences and value experience and perspectives brought by talent from around the world. And, although we are all different, we all have one thing in common – we are dedicated to what we do.So whether you’re just starting your career journey, are well on your way, or are seeking a new direction, you’'ll find the support you need to grow your career with us.**Come, join us, and help us shape the future of the global asset management industry!**