Executive Operations & Client Engagement Specialist

Franklin Templeton

New York (NY)

On-site

USD 120,000 - 150,000

Full time

7 days ago
Be an early applicant

Get more replies from employers

Send a job-specific resume in minutes.

Benefits offered by this job

Health insurance
401(k) match
PTO - three weeks
Employee stock program
LEAP education assistance

Job summary

Franklin Templeton is seeking a highly organized associate to support the Chief of Staff, driving execution across Co-President priorities and senior leadership engagements. The role offers high visibility and the opportunity to work closely with senior stakeholders while building core skills in executive operations and cross-functional coordination.

Based in New York City with in-office presence four days a week, you will prepare materials, agendas, and meeting summaries, coordinate across

Qualifications

  • 5 years of work experience in financial services, consulting, business operations, executive office support, or a similar professional environment.
  • Highly organized and detail-oriented, with the ability to manage multiple priorities, stakeholders, and workstreams simultaneously.
  • Strong written and verbal communication skills, with the ability to synthesize information clearly, concisely, and in a leadership-ready format.
  • Process-oriented mindset with an interest in building structure and improving workflows.
  • Resourceful and proactive, with the judgment to anticipate needs and move work forward with limited direction.

Responsibilities

  • Support the Chief of Staff in driving coordination, execution, and follow-through across key Co-President priorities, primarily client activities, including tracking deliverables and organizing workstreams.
  • Prepare background materials, briefing notes, agendas, meeting summaries, and follow-up documentation for executive client meetings and internal leadership engagements.
  • Strengthen executive readiness by synthesizing inputs, coordinating materials, and tracking next steps for high-impact meetings.
  • Help manage the operating rhythm of the Co-President’s office by tracking deliverables and maintaining momentum on priority initiatives.
  • Partner with stakeholders across communications, social media, marketing, events, distribution, and regional teams to support client engagement and leadership activities.
  • Develop and improve processes, templates, trackers, and workflows that provide structure and ensure consistent execution.

Skills

Executive coordination
Organizational skills
Written and verbal communication
Discretion
Cross-functional collaboration

Job description

Franklin Templeton is seeking a highly organized associate to support the Chief of Staff, driving execution across Co-President priorities and senior leadership engagements. The role offers high visibility and the opportunity to work closely with senior stakeholders while building core skills in executive operations and cross-functional coordination.

Based in New York City with in-office presence four days a week, you will prepare materials, agendas, and meeting summaries, coordinate across

Get your free, confidential resume review.
or drag and drop your file here.
Similar jobs

Similar jobs worth comparing

Executive Operations & Client Engagement Specialist
Executive Operations & Client Engagement Specialist

Franklin Templeton Investments • New York (NY)

On-site
USD 120,000 - 150,000
Discretionary bonus
401(k) match
Health insurance
Executive Operations & Client Engagement Associate, office of the Co-President
Executive Operations & Client Engagement Associate, office of the Co-President

Franklin Templeton • New York (NY)

On-site
USD 120,000 - 150,000
Health insurance
401(k) match
PTO - three weeks
+2
Executive Operations & Client Engagement Associate, office of the Co-President
Executive Operations & Client Engagement Associate, office of the Co-President

Franklin Templeton Investments • New York (NY)

On-site
USD 120,000 - 150,000
Discretionary bonus
401(k) match
Health insurance
Senior Executive Assistant – Crypto Team (NYC)
Senior Executive Assistant – Crypto Team (NYC)

Franklin Templeton • New York (NY)

On-site
USD 100,000 - 110,000
Three weeks PTO
Health coverage
401(k) plan with generous match
+3
Senior Administrative Assistant
Senior Administrative Assistant

Franklin Templeton Investments • New York (NY), Northern (KY)

On-site
USD 100,000 - 110,000
Paid Time Off
Health insurance
401(k) with company match
+3
Executive Admin Lead for Crypto Team | NYC
Executive Admin Lead for Crypto Team | NYC

Franklin Templeton Investments • New York (NY), Northern (KY)

Hybrid
USD 100,000 - 110,000
Paid Time Off
Health insurance
401(k) with company match
+3
Senior Administrative Assistant
Senior Administrative Assistant

Franklin Templeton • New York (NY)

On-site
USD 100,000 - 110,000
Three weeks PTO
Health coverage
401(k) plan with generous match
+3
Fixed Income Middle Office – Client Services
Fixed Income Middle Office – Client Services

Franklin Templeton • New York (NY)

On-site
USD 95,000 - 112,000
PTO 3 weeks
Health insurance
401(k) with company match
+2
Events & Sponsorships Specialist for Wealth Management
Events & Sponsorships Specialist for Wealth Management

Franklin Templeton • New York (NY)

On-site
USD 95,000 - 115,000
Specialist, Middle Office Client Services
Specialist, Middle Office Client Services

Franklin Templeton • New York (NY)

On-site
USD 95,000 - 112,000
PTO 3 weeks
Health insurance
401(k) with company match
+2