Fidelity Investments jobs in Stamford, CT - 35 jobs

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 firm spans asset management, wealth management and fintech, offering many ways to help investors make progress toward their goals. Talented teams working around the globe bring expertise that's both broad and unique. And our welcoming, respectful and inclusive culture provides 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! 2026 Undergraduate Summer Intern - Job Posting Department Title: Undergrad Intern - US Fund Admin & Oversight Please read before applying: Start Date: All interns must start in office and in person on May 4, 2026. Anticipated End Date: August 14, 2026 - All interns must be in office and in person on their last day to return equipment. Interns must be located in the same location throughout the duration of their internship and are prohibited from returning laptop/equipment to a different office location or shipping their equipment back. Position Summary: Our team is responsible for digital automation & governance across global fund admin departments. One of our team's current initiatives is to migrate automation projects from legacy systems/manual processes to Microsoft applications, which provides interns with hands-on experience using new tools and developing projects while gaining insight into business functions. We also oversee automation governance, helping interns learn about frameworks and strategies essential for successful automation projects. Team Culture: Our team exemplifies being Adventurous, Agile, Challenging, and Collaborative as we engage with numerous departments across FT. Here are some of our key positions: Evaluate business processes and document requirements/procedures for automation use cases. Participating in the project releases process by identifying and prioritizing business data needs, working with local teams to accurately document data ownership, quality rules and licensing terms. Drive for solutions by continually seeking ways to reduce risk and streamline processes. An intern in this department can expect to learn: An intern will gain insight into the duties of the mutual fund administration department and learn how they employ various technologies across distinct functional areas, while also receiving practical experience with these tools and technologies. Key Responsibilities Can Include: Assist Supervisor with resolving technical issues on existing automation projects. Create, manage, and implement ongoing procedures for current automation projects, while also assisting in collecting requirements for new ones. Ideal Qualifications: Undergraduate preferably with Engineering (Computer Science) background. Ability to analyze, document and think analytically. Understands SQL and Excel functions. Ready to make moves? Apply today! Please be sure to attach your resume when submitting your application. Applications submitted without a resume will not be considered. Due to the high volume of applications we receive, we may not be able to respond to each applicant individually. If you're interested in more than one internship, we encourage you to apply to all positions that align with your interests. This is a full-time internship where students will work approximately 37.5 (dependent on state/location) hours per week and earn competitive hourly pay of $24 - $30 (dependent on location and function) USD per hour. There are several factors taken into consideration in making compensation decisions including but not limited to location, job-related knowledge, skills, and experience. At Franklin Templeton, we apply a total reward philosophy where all aspects of compensation and benefits are taken into consideration in determining compensation. 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 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. Experience our welcoming culture and reach your professional and personal potential! Our culture is shaped by the variety of perspectives and experiences brought by talent from around the world. Regardless of your interests, lifestyle, or background, there's a place for you at Franklin Templeton. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life. 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. 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.

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 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! This is a HYBRID position requiring 3 days per week in one of our select office locations. About the Department Corporate Real Estate & Facilities manages Franklin Templeton's leased and owned global offices, ensuring they are safe, functional, and welcoming. The team supports collaboration and innovation through on-site services and a dynamic work environment. We work closely with internal partners and external vendors to keep operations running smoothly. Joining us means contributing to a culture of service excellence and gaining exposure to global facilities management. How You Will Add Value * You will oversee construction and maintenance for all our facilities in North and South America. * You will manage real estate budgets exceeding $27M and approve transactions up to $100K. * You will administer departmental budgets over $7M. * You will work with our Planning and Design team and Regional Facility Managers to set and implement operational objectives. * Travel is required What Will Help You Be Successful in This Role Experience, Education & Certifications * Bachelor's degree or 15 years of experience without a degree. * 10+ years in facility management or real estate. * Valid driver's license and CFM or CPM certification. Technical Skills * Knowledge of construction, engineering, or architecture. * Proficiency in computer systems and facilities software. Soft Skills * Strong communication and negotiation skills. * Ability to work independently and maintain confidentiality. * Skilled in problem-solving and decision-making. 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 $150,000 - 200,000 depending on location and level of relevant experience. #DIRECTOR #LI-Hybrid Experience our welcoming culture and reach your professional and personal potential! Our culture is shaped by the variety of perspectives and experiences brought by talent from around the world. Regardless of your interests, lifestyle, or background, there's a place for you at Franklin Templeton. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life. By joining us, you will become part of 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 maintaining your physical and mental health, saving for life's adventures, taking care of your family members, or making a positive impact in your community, we aim to have your needs covered. Learn more about the wide range of benefits we offer at Franklin Templeton. Highlights of our benefits include: * 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* * Only applicable at certain locations Learn more about the wide range of benefits we offer at Franklin Templeton 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. 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.

Your role Key Responsibilities: Channel Coordination & Project Management * Own the marketing and event calendar for assigned Partner(s), managing timelines, milestones, and touchpoints across podcast, newsletter, social media, and event channels. * Serve as operational liaison with the external marketing team to coordinate content approvals, feedback loops, deliverable timelines, and campaign execution. * Utilize marketing platforms, CRM systems, and project management tools to streamline workflows. * Coordinate with existing Team lead for expense processing for any expenses related to marketing efforts. Event Execution Support * Manage logistics and follow-through for salons, forums, stakeholder roundtables, and invite-only workshops. * Coordinate invite lists, RSVPs, venue communications, and branded materials. * Implement post-event Standard Operating Procedures (SOPs): distribute recaps, feedback surveys, and personalized follow-ups. Audience & List Management * Maintain and segment the stakeholder's channel-specific audience databased based on persona (e.g., founder, inheritor, woman in transition). * Assist in list hygiene, tagging, and campaign-specific segmentation. Marketing Asset Deployment * Work closely with UBS marketing team to prepare compliant marketing assets for internal and external distribution (LinkedIn, email). * Manage publishing calendars for podcast and newsletter cadence, ensuring alignment with campaign themes and events. Content Workflow Oversight * Coordinate podcast production process (guest logistics, scripts, release schedule). * Track newsletter performance metrics and suggest timing at refinements based on data. Accountability & Communication * Provide weekly check-ins with assigned Parter(s) and internal stakeholders to track process, flag issues, and ensure follow-through. * Maintain a "Client Whisper" log to capture relationship details, preferences, and insights for future personalization. Detailed salary information: * Stamford: the salary range for this role is $70000 to $105000 * West Palm Beach: the salary range for this role is $60000 to $90000 The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits. Join us At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves. We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us. Your expertise Skills & Experience * ideally 2+ years in a marketing coordination, events, or communications role. * Exceptional organizational skills and calendar management proficiency. * Familiarity with email platforms, podcast workflows, and CRM list segmentation (Excel proficiency required; Dynamics 365 a plus). * Strong written and verbal communication skills. * Experience working within compliance-heavy environments is highly desirable. * Professional poise and discretion when handling UHNW prospect data and communications. Bonus if you Have * Experience in luxury, private wealth, or boutique financial services. * Background supporting senior executives or founder-centric communities. * A love for checklists, project boards, and making others shine. Why This Role Matters This role directly supports the Shantz Mantione Group's growth goals across the three priority channels referenced. Without operational follow-through, high-value opportunities slip through the cracks. You'll make sure they don't. Ready to make an impact? If you're passionate about marketing, thrive in a dynamic environment, and want to help shape the future of private wealth management, we invite you to apply and join our high-performing team! About us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe. We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers.

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 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! Talent Acquisition Partner - Front Office and Technology Global Talent Acquisition (GTA) is hiring a Talent Partner to support our front office and technology teams. GTA leads programs and strategies that create a competitive advantage through the acquisition of high‑caliber talent. How You Will Add Value Core Responsibilities: * Build collaborative partnerships with hiring managers, assessing hiring needs and conducting research to create innovative sourcing strategies and candidate pipelines. * Proactively source, recruit and hire qualified candidates across multiple sites and all levels. * Manage agency partnerships, ensuring alignment and delivery of hiring goals. * Identify and troubleshoot challenges within the recruiting process, collaborating with partners for timely solutions. * Recommend and implement process/service improvements that enhance the hiring experience. Strategic Responsibilities: * Proactively define and implement recruiting strategies with a consultative approach to support the Distribution and Investment Management functions. * Influence and drive business outcomes through recruitment activities. * Maintain a deep understanding of the business and industry to shape cohesive, actionable recruiting strategies. * Leverage market intelligence and data to advise on hiring decisions and set realistic expectations. What Will Help You Be Successful * 7+ years of progressive recruiting experience in a corporate or agency environment. * Experience recruiting for Investment Management and/or Sales preferred. * Proven success recruiting technology talent across diverse technical disciplines preferred. * Demonstrated ability to craft and deliver complex offers. * Strong stakeholder management experience, with the ability to consult at all levels. * Experience managing high-touch executive-level search and selection processes. * Ability to travel on occasion to meet with clients and attend recruitment events. * Strong business acumen needed to understand business environment and structure. * Strong verbal and written communication skills including cold calling and networking. Technical Skills: * Experience with applicant tracking systems (i.e. Workday). * Expertise in search engines, social networks, and other search tools. * Experience with AI-driven tools to enhance sourcing, screening, market insights, and recruiting workflow. This is a hybrid role that can be based out of any of the following office locations: St. Petersburg, FL; Baltimore, MD; Boston, MA; New York, NY; Stamford, CT. Compensation: 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 $100,000 - $125,000, depending on location and level of relevant experience, plus discretionary bonus. #LI-US #Hybrid Experience our welcoming culture and reach your professional and personal potential! Our culture is shaped by the variety of perspectives and experiences brought by talent from around the world. Regardless of your interests, lifestyle, or background, there's a place for you at Franklin Templeton. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life. By joining us, you will become part of 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 maintaining your physical and mental health, saving for life's adventures, taking care of your family members, or making a positive impact in your community, we aim to have your needs covered. Learn more about the wide range of benefits we offer at Franklin Templeton. Highlights of our benefits include: * 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* * Only applicable at certain locations Learn more about the wide range of benefits we offer at Franklin Templeton 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. 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.

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 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! Franklin Templeton US Product & Specialty Sales is seeking an exceptional candidate to join the team as a Product Management Director within the US Product Management, Governance and Implementation team. This role involves collaborating across various teams to manage the lifecycle of US products, ensuring competitive, profitable, and client-focused solutions. US Product Management, Governance and Implementation serves as product subject matter experts within US Distribution, demonstrating a deep understanding of the assigned product range, firm's overall investment capabilities and specific products. The team manages the lifecycle of the US product lineup ensuring success through competitive and profitable solutions that meet client expectations and deliver on objectives and outcomes. What is the Product Management Director responsible for? This individual will collaborate with US Distribution, investment managers, and other key business functions to manage retail products sold in the US with a focus on comingled funds such as mutual funds and variable insurance funds and an emphasis on fixed income. What are the ongoing responsibilities of a Product Management Director? Product Range Management Lead efforts with investment teams and distribution leaders to assess, make recommendations and manage assigned product range to ensure the competitiveness of existing products; make recommendations to modify product features and pricing, and/or to merge or liquidate Collaborate with US Product Strategy and others within Franklin Templeton to identify gaps within the existing product range and define the product management roadmap for US Distribution, ensuring it meets both current market demands and long-term strategic goals Work with US Product Management, Governance & Implementation, investment teams and others in US Distribution to ensure timely and successful delivery of USD's product strategy, including rationalization Identify, evaluate and communicate current and emerging regulatory and market trends and determine potential implications to products within the assigned product range Product Structuring & Pricing Apply product and investment expertise of assigned product range and regulatory regime to identify product gaps and recommend proposals to modify product features and pricing, and/or to merge or liquidate products. Gather feedback and input from US Distribution and internal partners, including legal, compliance, finance and investment management to develop product proposals. Routinely review pricing for assigned product range, including as part of the annual 15c contract renewal process, to ensure that products remain competitively priced within the US while providing acceptable profitability levels to Franklin Templeton Product Positioning & Sales Support Analyze product characteristics and industry data to develop cross investment team product positioning including data-driven proof points, market trends, and product attributes, driven by and in collaboration with investment teams for assigned product range; articulate product positioning relative to competitors to US Distribution and US Marketing Support US Distribution by researching and providing answers to questions related to product management lifecycle for assigned product range (e.g., pricing, timing of product changes, launches, mergers, and closures). Act as the primary internal resource for the assigned product range by providing leadership in representing product to investment teams and other business partners for US Distribution initiatives. Leadership Oversee day-to-day efforts of product management team members for assigned product range, leading by example, and managing overall US Distribution needs, business priorities and team resources What ideal qualifications, skills and experience would help someone to be successful? Bachelor's Degree required; CFA or MBA preferred 15+ years in investment management/financial services 10+ years in product management/investment specialist roles Series 7 & 63 required Strong understanding of the 1940 Act regulatory requirements Excellent knowledge of markets, products, and investment processes with an emphasis on fixed income Strong demonstrated ability to accurately curate and analyze data from Morningstar Direct, SimFund, Lipper and other relevant sources Attention to detail, organizational skills, and ability to manage multiple projects Strong interpersonal, communication, and presentation skills Exceptional relationship management and collaboration skills Ability to solve complex problems independently and direct team efforts Highly motivated and a self-starter Compensation 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 $155,700 - $212,000, depending on location and level of relevant experience. #MID_SENIOR_LEVEL #LI-Hybrid Experience our welcoming culture and reach your professional and personal potential! Our culture is shaped by the variety of perspectives and experiences brought by talent from around the world. Regardless of your interests, lifestyle, or background, there's a place for you at Franklin Templeton. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life. By joining us, you will become part of 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 maintaining your physical and mental health, saving for life's adventures, taking care of your family members, or making a positive impact in your community, we aim to have your needs covered. Learn more about the wide range of benefits we offer at Franklin Templeton. Highlights of our benefits include: 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* *Only applicable at certain locations Learn more about the wide range of benefits we offer at Franklin Templeton 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. 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.

Your role Are you a sharp evaluator of risk? Can you investigate complex situations and propose solutions? We're looking for someone like that who can: * conduct reviews and audits of specific business areas, provide practical, innovative and value-added solutions to issues identified * drive or work as a team member on reviews and audits, including thematic and front-to-back * analyze and assess risks and barriers to delivery assumed by both the business and support functions * identify and evaluate the effectiveness of controls designed to address those risks * prepare reports of audit findings for UBS senior management, monitor the results, risk profile and developments across Financial Crime Prevention and provide input for planning sessions * successfully collaborate with peers in and across audit teams * builds-up and continuously maintains sufficient knowledge of organizational and governance structure, of products and processes, of legal and regulatory requirements, as well as developing professional skills and experience, to allow for an effective and professional mandate execution Key Deliverables * audits, performed efficiently, with a sense of urgency and in accordance with best practice * assessments and reviews on whether risks are effectively controlled and, when this is not achieved, definition of the root cause for the issues * pragmatic action plans to be agreed with management; these address the issue in a sustainable way and remedy the weakness promptly * self-development & training plan * closure or escalation of audit actions * performs the Responsible Auditor (RA) role * holds challenge meetings with defined business management and subject matter experts * leverages GIA audit process to demonstrate entrepreneurial leadership and clear focus on risk * while maintaining independence, leverages audit results with the activities of other control functions within UBS * actively challenges GIA standards / products and participates in finding solutions Detailed salary information: * Stamford, New York: the salary range for this role is $164000 to $211000 The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits. Join us At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves. We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us. Your expertise * a university degree - preferred * ACAMS (or equivalent AML qualification) - preferred * ideally 5+ years within internal audit, compliance or internal risk management areas within the financial services industry. This experience could have been gained at a consulting firm, regulator, or in an Internal Audit function * a detailed understanding of financial crime related risks including Anti-Money Laundering, Know Your Customer, Sanctions and/or Anti-Bribery & Corruption * experienced in performing audits of financial crime risk * reliable when working independently, with sound judgment to determine when to escalate issues * risk focused and capable of using data analytics to gain insights into transactions and clients * team player willing to travel to other UBS locations for Audit assignments * willing to discover all aspects of the bank, with the ambition to advance your career in an international environment About us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe. We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers.

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 firm spans asset management, wealth management and fintech, offering many ways to help investors make progress toward their goals. Talented teams working around the globe bring expertise that's both broad and unique. And our welcoming, respectful and inclusive culture provides 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! 2026 Undergraduate Summer Intern - Job Posting Department Title: Undergrad Intern - Marketing & Communications (Franklin Templeton Investment Solutions - FTIS) Position Summary: The FTIS Marketing team develops and executes marketing strategies for Franklin Templeton Investment Solutions (FTIS), Franklin Templeton's multi-asset investment team. FTIS delivers customized, multi-asset solutions by leveraging Franklin Templeton's global capabilities and expertise from over 18 specialized investment teams, giving clients access to a broad range of strategies across public and private markets. Our marketing team leads thought leadership, client proposals, messaging, and digital marketing channels such as web, social media, and email to support FTIS' objectives. This internship provides a hands-on opportunity to gain experience in digital marketing within a leading global asset management firm. The intern will work alongside experienced marketing professionals and gain exposure to cross-functional collaboration with investment, digital, and communications teams. You will have the opportunity to: • Contribute to real-world projects across web, social media, and email platforms. • Learn how financial content is developed, distributed, and measured for impact. • Be part of an innovative, fast-paced team that helps shape the digital presence of Franklin Templeton Investment Solutions. Team Culture: Our team is collaborative, creative, and strategic. We value curiosity, initiative, and teamwork. The environment is supportive and fast-moving, with open communication and shared goals. We partner with colleagues across marketing, investment, and communications to deliver cohesive, high-quality materials that strengthen FTIS profile and engagement with clients. An intern in this department can expect to learn: • How marketing initiatives are planned, executed, and analyzed. • The fundamentals of social media management and content optimization. • How to use digital analytics to measure engagement and performance. • The process of developing and maintaining marketing materials and web content. • How large organizations collaborate across functions to achieve marketing goals. Key Responsibilities Can Include: • Assisting with content creation, scheduling, and reporting for social media channels. • Supporting updates and improvements to web pages and email campaigns. • Helping to organize and maintain marketing assets and report on analytics dashboards. • Researching industry trends and best practices in digital marketing. • Collaborating with team members to support ongoing strategic initiatives. Ideal Qualifications: • Working toward a bachelor's degree in Marketing, Communications, Business, or a related field. • Strong written and verbal communication skills. • Interest in finance, investing, or digital media. • Experience with Microsoft Office and familiarity with digital or social media platforms. • Detail-oriented, organized, and eager to learn. • Ability to work independently and collaboratively within a team environment. Ready to make moves? Apply today! Please be sure to attach your resume when submitting your application. Applications submitted without a resume will not be considered. Due to the high volume of applications we receive, we may not be able to respond to each applicant individually. If you're interested in more than one internship, we encourage you to apply to all positions that align with your interests. This is a full-time internship where students will work approximately 40 (dependent on state/location) hours per week and earn competitive hourly pay of $30 (dependent on location and function) USD per hour. There are several factors taken into consideration in making compensation decisions including but not limited to location, job-related knowledge, skills, and experience. At Franklin Templeton, we apply a total reward philosophy where all aspects of compensation and benefits are taken into consideration in determining compensation. 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 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. Experience our welcoming culture and reach your professional and personal potential! Our culture is shaped by the variety of perspectives and experiences brought by talent from around the world. Regardless of your interests, lifestyle, or background, there's a place for you at Franklin Templeton. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life. 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. 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.

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 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! Position Summary: Franklin Templeton's Digital Assets Technology group is seeking a dynamic and results-driven Project Manager to lead and coordinate strategic initiatives across blockchain and tokenization platforms. This role is ideal for a seasoned project leader with a passion for emerging technologies and a proven ability to manage complex, cross-functional programs in a fast-paced environment. Key Responsibilities: Project Leadership: Manage end-to-end delivery of digital asset technology initiatives, including planning, execution, monitoring, and closure. Stakeholder Engagement: Collaborate with engineering, product, operations, compliance, and business teams to align project goals with organizational strategy. Agile Program Management: Facilitate sprint planning, stand-ups, retrospectives, and backlog grooming sessions to ensure timely and high-quality delivery. Risk & Issue Management: Identify project risks and dependencies early, develop mitigation strategies, and escalate critical issues as needed. Documentation & Reporting: Maintain project documentation, dashboards, and status reports for internal and external stakeholders. Process Optimization: Continuously improve project workflows, tools, and methodologies to enhance team productivity and delivery outcomes. Required Qualifications: Bachelor's Degree in Computer Science, Engineering, Business, or related field; or 10 years of demonstrated work experience 5+ years of experience in project management, preferably in financial services or technology domains. Strong understanding of blockchain technologies, digital assets, and tokenization workflows. Proficiency with Agile/SCRUM methodologies and tools (e.g., Jira, Confluence, Azure DevOps). Excellent communication, leadership, and organizational skills. Demonstrated ability to manage multiple projects simultaneously and deliver results under tight deadlines. Preferred Qualifications: PMP, PMI-ACP, or Scrum Master certification. Experience working with blockchain platforms (e.g., Ethereum, Solana, Aptos). Familiarity with regulatory frameworks related to digital assets and financial technology. Exposure to cloud platforms (AWS, Azure) and CI/CD practices. Background in software development or systems analysis is a plus. Why Join Us? Be part of a pioneering team at Franklin Templeton that is shaping the future of finance through blockchain innovation. You'll work alongside top technologists and strategists to deliver impactful solutions in a collaborative and forward-thinking environment. 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 $91,000 - $124,000 depending on location and level of relevant experience, plus discretionary bonus. #MID_SENIOR_LEVEL #LI-Hybrid Experience our welcoming culture and reach your professional and personal potential! Our culture is shaped by the variety of perspectives and experiences brought by talent from around the world. Regardless of your interests, lifestyle, or background, there's a place for you at Franklin Templeton. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life. By joining us, you will become part of 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 maintaining your physical and mental health, saving for life's adventures, taking care of your family members, or making a positive impact in your community, we aim to have your needs covered. Learn more about the wide range of benefits we offer at Franklin Templeton. Highlights of our benefits include: 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* *Only applicable at certain locations Learn more about the wide range of benefits we offer at Franklin Templeton 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. 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.

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 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 the Alternatives group responsible for? Franklin Templeton began the decade under the leadership of Jenny Johnson, who became President and CEO in February of 2020 and led the acquisition of several companies to propel the firm into a new phase of growth, including the largest and most significant acquisition in the company's history, Legg Mason. Legg Mason and its specialist investment managers added differentiated capabilities to Franklin Templeton's existing investment strategies, bringing notable leadership and strength in core fixed income, active equities, multi-asset solutions, and alternatives, a key growth area. A concentrated focus on alternatives led to the more recent announcement of Franklin Templeton's acquisition of Lexington Partners, a leader in secondary private equity and co-investments. With the closure of the Lexington and Alcentra transactions, the firm includes top-tier specialist investment managers across all key alternative categories: private and alternative debt, unconstrained and hedge strategies, real assets, real estate, infrastructure, private equity, and venture. As of December 2024, total alternative assets under management total $249 billion. In addition to Lexington, Franklin Templeton's diverse collection of alternative specialist investment managers (SIMs) includes: * Benefit Street Partners (BSP) -- a leading credit-focused alternative asset management firm investing across a range of illiquid and liquid credit strategies; * Clarion Partners -- a pure-play real estate investment manager offering strategies across the risk-return spectrum; * K2 Advisors (K2) -- a global investment manager covering all aspects of hedge fund and liquid alternatives investing; * Templeton Private Equity Partners -- provides capital to small and mid-sized companies in emerging markets. What is the Internal Wholesaler, Alternative Investments (RIA) responsible for? The Internal Wholesaler, Alternative Investments (RIA) plays a key role within the Franklin Templeton (FT) Alternative Sales organization by helping to drive sales and build relationships with Financial Professionals selling Franklin Templeton Alternative Investment products. As a partner to a Director, Alternatives Investments the Associate, Alternatives Investments will develop and maintain existing relationships and identify and acquire new business within their assigned territory to meet sales goals. Our team thrives on collaboration, creative competitions, and thoughtful communication with clients and prospects. With an incredibly supportive environment, this team is perfect for someone who is competitive but eager to have an approachable team around them. What are the ongoing responsibilities of an Internal Wholesaler, Alternative Investments (RIA)? * Increases FT assets under management (AUM) by engaging with Financial Advisors (FAs) through phone and digital mediums to attract new assets and retain existing assets. * Establishes new relationships and maintains and grow s existing relationships with FAs by providing investment advice, recommendations, and ideas; information on FT Alternative Investment products and solutions; portfolio manager perspectives; and market/industry products. * Demonstrates how FT's Alternative Investment products fill identified gaps in client business needs. * Collaborates with a sales team, including a Senior Advisor Consultant, Sales Coordinator, analyst, and other business partners to develop a business plan and optimal contact strategy for top priorities. * Builds internal relationships and knowledge of firm-specific requirements to help position our Alternative Investment products and drive sales across product lines. * Utilizes a variety of resources, including portfolio construction, hypothetical, and optimization tools, to consult with FAs on their portfolio needs and opportunities. * Engage internally and externally produced market and product updates to incorporate thematic ideas and talking points into conversations. * Participates in ongoing training to support market and product analysis. * Embraces campaigns to take advantage of changes in market conditions and product-related opportunities by providing value-added advice. * Demonstrates proficiency of the sales process. Keeps accurate, complete records of contacts with customers and prospects through use of CRM (training provided). * Serves as a liaison to all operational and service issues, working with internal partners to help successfully resolve appropriate issues. Essential Business Acumen… * Improves knowledge of capital markets and FT's Alternative Investment product line by participating in internal meetings and learning events. * Adapts Alternative Investment product presentations, improves needs-discovery abilities, and refines the sales process with guidance from sales leadership team. * Engages in daily/weekly team training and completes industry training curriculum. * Learns basic public speaking skills and participates in presentation training programs. We would love to hear from you if… * You're eager to find yourself among a diverse group of competitive peers, always learning from each other. * You have obtained a bachelor's degree or equivalent required. * You have FINRA Series 7 and 63 licensing (required with training provided for eligible candidates) * You possess two to five years' equivalent sales experience. * You are an excellent communicator and have keen interpersonal skills, both over the phone and in person. * You are self-motivated, organized, and have exceptional time management skills. Franklin Templeton offers employees a competitive and valuable range of total rewards-monetary and non-monetary-designed to support the whole person and to recognize their time, talents, and results. Along with base compensation, other compensation is offered such as a discretionary bonus, 401k plan, health insurance, and other perks. There are several factors taken into consideration in making compensation decisions including but not limited to location, job-related knowledge, skills, and experience. At Franklin Templeton, we apply a total reward philosophy where all aspects of compensation and benefits are taken into consideration in determining compensation. We expect the salary for this position to range between $75,000 to $85,000 USD. #ASSOCIATE #LI-Hybrid Experience our welcoming culture and reach your professional and personal potential! Our culture is shaped by the variety of perspectives and experiences brought by talent from around the world. Regardless of your interests, lifestyle, or background, there's a place for you at Franklin Templeton. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life. By joining us, you will become part of 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 maintaining your physical and mental health, saving for life's adventures, taking care of your family members, or making a positive impact in your community, we aim to have your needs covered. Learn more about the wide range of benefits we offer at Franklin Templeton. Highlights of our benefits include: * 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* * Only applicable at certain locations Learn more about the wide range of benefits we offer at Franklin Templeton 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. 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.

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 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! This is a HYBRID position, requiring 3 days per week in either our New York City or Stamford office. About the Department Our Compliance team ensures the company meets regulatory standards and manages risk effectively. We work closely with business units, Legal, and Audit to maintain integrity and trust. Joining this team means gaining exposure to complex compliance challenges, collaborating with experts, and contributing to a culture of accountability and continuous improvement. You'll be responsible for supporting the Custom Client Solutions businesses including our US Digital Goals Optimization Engine offering and Franklin Managed Options Strategy (“Franklin MOST”) businesses. How You Will Add Value You will evaluate compliance risks and advise on projects and initiatives. You will implement risk standards and manage regulatory changes. You will help create the annual Compliance Testing plan and review methodologies. You will follow up on action plans from compliance or audit reviews. You will challenge reporting and remediation of compliance issues. You will recommend improvements to compliance programs and risk controls. You will guide corrective actions and regulatory change management. You will provide compliance guidance to front-line teams. You will collaborate with Audit, Legal, and regulators on risk topics. You will advise on user experience for digital onboarding and demo sites. You will work with legal partners on client documents and websites. What Will Help You Be Successful in This Role Experience & Education 5-8 years in compliance or audit within financial services. Bachelor's degree or equivalent industry experience. Interest in regulatory technology and fintech solutions. Technical Skills Strong analytical and reporting skills. Familiarity with visualization tools (e.g., Power BI). Knowledge of investment advisory operations and regulations (SEC, FINRA). Soft Skills Clear, concise communication skills. Ability to present to senior stakeholders and regulators. Skilled in preparing reports for management and oversight bodies. Work Schedule & Location Work arrangement: HYBRID in Stamford or New York City office. You WILL be required to travel between offices (NYC/Stamford) at least monthly. 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 $100,000 and $120,000, depending on location and level of relevant experience, plus discretionary bonus.” #ASSOCIATE #LI-Hybrid Experience our welcoming culture and reach your professional and personal potential! Our culture is shaped by the variety of perspectives and experiences brought by talent from around the world. Regardless of your interests, lifestyle, or background, there's a place for you at Franklin Templeton. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life. By joining us, you will become part of 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 maintaining your physical and mental health, saving for life's adventures, taking care of your family members, or making a positive impact in your community, we aim to have your needs covered. Learn more about the wide range of benefits we offer at Franklin Templeton. Highlights of our benefits include: 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* *Only applicable at certain locations Learn more about the wide range of benefits we offer at Franklin Templeton 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. 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.

Your role Are you a sharp evaluator of risk, who enjoys investigating complex business processes and products? Do you want to play a key role in improving the effectiveness of business-critical processes and controls to help safeguard and strengthen UBS? At UBS, we have re-imagined the way we work, the way we connect with each other - our colleagues, clients and partners - and the way we deliver value. Being agile will make us more responsive, more adaptable, and ultimately more innovative. We're looking for a Global Banking Audit Manager to: * plan, lead and execute audits and issue assurances * highlight where controls are functioning well or where UBS needs to act to better manage current and emerging risks, and escalate any significant concerns * where relevant, develop issues and audit reports according to our internal standards that are fully supported by the work done and agree them with relevant stakeholders * as a subject matter expert, actively perform continuous risk assessments of in scope businesses * Proactively and successfully collaborate with peers in and across audit teams * build and maintain constructive relationships with colleagues and relevant stakeholders at all levels including senior management Detailed salary information: * New York: the salary range for this role is $140000 to $188000 The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits. Join us At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves. We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us. Your expertise * bachelor or master degree or equivalent focusing on finance, business administration or accounting / auditing * ideally 7 years of audit experience in capital markets such as Leveraged Capital Markets, Corporate Lending, Mergers & Acquisitions, Real Estate Finance, Debt and Equity Capital Markets preferably in internal auditing in an investment bank * strong analytical skills and quantitative approach to problem solving * able to quickly understand complex processes and challenge the status quo, identifying risks and inadequacies in processes * willingness to keep up with industry, regulatory developments and learn new concepts and methods * ability to effectively communicate with senior stakeholders * ideally has familiarity with data analytics tools About us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe. We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers.

Your role Would you like to work in a fast-paced environment that presents opportunities to take on significant responsibility? We're looking for a Regulatory Affairs Counsel to: * Serve as the face of UBS's Investment Bank to its regulators in presenting our commitment to regulatory compliance and our strong culture of integrity and transparency * Coordinate and oversee regulatory examinations, inquiries, enforcement investigations and ad hoc requests from securities, swaps and futures regulators, partnering with various internal departments to gather required data, draft responses, negotiate resolutions and drive regulator-initiated remediation * Manage and oversee regulatory matters (inquiries, exams, investigations, enforcement matters and ad hoc requests) which will include regular interaction with regulatory personnel at NFA, CME, CFTC, SEC and FINRA and with UBS senior management and other groups throughout our firm * Build and maintain exemplary relationships with our Firm's regulators * Identify, organize and coordinate document productions including assessing responsiveness and ensuring information is presented in an accurate, complete and timely manner * Negotiate formal disciplinary actions, as needed * Represent firm personnel in "on-the-record" interviews conducted by regulators * Work closely with business and compliance personnel to formulate remedial actions and track/drive their implementation * Create and distribute internal reports relating to pending regulatory matters Detailed salary information: * Weehawken, Stamford, New York: the salary range for this role is $178000 to $233000 The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits. Join us At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves. We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us. Your expertise * Ideally 5+ years of experience in another broker-dealer, regulatory entity, or law firm practicing in investment banking regulatory matters * Significant experience with and understanding of equities, fixed income, swaps and futures rules and regulations, particularly those pertaining to trading activities and attendant regulatory reporting requirements * Strong organizational and project management skills, strong written and verbal communication skills, and the ability to multi-task * Ability to identify and escalate issues of potential regulatory risk in a timely and succinct manner * Ability to work in a high pressure environment, manage multiple matters with competing and important interests and adhere to strict deadlines * Proficient in Microsoft Word, Excel and PowerPoint * Possess a JD from a law school and license to practice law in New York, or ability to obtain appropriate licensure as in-house counsel About us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe. We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers.

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 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! About the Department Franklin Templeton's Digital Assets Technology team builds secure, scalable solutions for tokenizing mutual fund shares using blockchain. Our work enables global, 24/7 trading and supports platforms for retail and institutional investors, along with internal tools for customer support. We collaborate across teams to enhance our platform and expand internationally. The FIRST group at Franklin Templeton is a strategic innovation hub that unites teams focused on cutting-edge investment solutions, fintech development, digital assets, and client engagement. It serves as a central platform for coordinating firm-wide innovation efforts, linking research with execution, and fostering partnerships across the financial ecosystem. How You Will Add Value Core Responsibilities You will assist in defining, designing, and implementing solutions for existing applications. You will streamline workflows through user consultation. You will assist with the requirements, design, and solutioning of interfaces and features. You will support users by resolving technical issues. You will collaborate with team members to solve problems. You will contribute to technical meetings and solution planning. Strategic Responsibilities You will clarify business requirements with project teams. You will understand application modules and data models. You will coordinate and document application changes. You will prepare and execute system tests. You will support user acceptance testing and issue resolution. You will generate reports on application metrics. Team & Collaboration You will work with architects and system engineers on development projects. You will partner with key resources to ensure test coverage. You will collaborate with product, support, and UX teams. You will refine requirements with key project stakeholders. You will design scalable, high-performance software components. What Will Help You Be Successful in This Role Experience, Education & Certifications Bachelor's degree or equivalent. 6-10 years in systems analysis or technical projects. Experience with managing small-mid scale IT projects. Familiarity with system development lifecycles particularly agile methodologies. Experience with system testing. Financial services or mutual fund experience is preferred. 5+ Years User Experience & Product Design experience for complex institutional and consumer financial services applications. 5+ Years User Research Experience and understanding of user research methodologies. Technical Skills Expert knowledge of Figma and design systems Understanding of desktop, web, client/server, and mainframe systems. Awareness of industry standards and platform architecture. Experience with SQL queries is a plus. Knowledge of blockchain, tokenized funds, and digital assets is a plus. Soft Skills Strong communication and time management. Professional presence and collaboration. Problem-solving and decision-making skills. Strong analytical skills and attention to detail. Ability to manage multiple tasks in a global team. Flexibility in dynamic environments. Why Join Us? Be part of a pioneering team at Franklin Templeton that is shaping the future of finance through blockchain innovation. You'll work alongside top technologists and strategists to deliver impactful solutions in a collaborative and forward-thinking environment. 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 range for this position to be $100,000-$130,000 depending on location and level of relevant experience, plus discretionary bonus. #MID_SENIOR_LEVEL #LI-Hybrid Experience our welcoming culture and reach your professional and personal potential! Our culture is shaped by the variety of perspectives and experiences brought by talent from around the world. Regardless of your interests, lifestyle, or background, there's a place for you at Franklin Templeton. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life. By joining us, you will become part of 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 maintaining your physical and mental health, saving for life's adventures, taking care of your family members, or making a positive impact in your community, we aim to have your needs covered. Learn more about the wide range of benefits we offer at Franklin Templeton. Highlights of our benefits include: 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* *Only applicable at certain locations Learn more about the wide range of benefits we offer at Franklin Templeton 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. 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.

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 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! About the Department Franklin Templeton's Managed Options Strategies is seeking a motivated and detail-oriented individual to join the team as a Junior Trader. This position provides a unique opportunity to work side by side with industry experts, gain hands-on experience in the world of options, and have an impactful role within a growing team. The Junior Trader will have constant interaction with the Head Trader, Co-CIOs, Portfolio Managers, and other personnel within Franklin Templeton. This position will require the candidate to stay abreast of market structure, industry and regulatory trends, as well as company specific initiatives. The ideal candidate would be someone who has a strong interest in markets, is eager to learn, and thrives in a fast-paced environment. Location - On-site in Stamford office How you will add value Work with Franklin Managed Options' team to facilitate and execute operational components of a growth-oriented equity derivatives asset management business. Support the Head Trader and portfolio managers in implementation and settlement of listed option transactions. Collaborate effectively with other team members including Portfolio Managers, Analysts, Compliance Officers, Technology, and Trade Support. Perform daily reconciliation, quarterly and on-demand performance reporting, and simulation proposal analysis. Execute equity and index option transactions through our proprietary order management system, as well as maintain daily and intra-day order management systems. Implement established protocols and policy guidelines necessary to maintain standardized record keeping practices. Maintain books and records in compliance with evolving legal, SRO, and governmental regulation. Emphasis on the maintenance of books and records in compliance with evolving legal, SRO, and governmental regulation. Work with technology team to identify opportunities for improvements to proprietary technology system. Support service desk with periodic and as-needed analysis that arise. What will help you be successful in this role Bachelor's degree; finance /economics/accounting preferred. 2-4 years of experience in trading, settlement, reconciliation and/or trade break resolution. Experience with custodians, brokers and clearing firms. Familiarity with a wide range of concepts, practices, and procedures in financial services. Experience in equity/index options is a plus. Knowledge of wealth management operations practices a plus Proficiency in using Bloomberg and various order management systems. Proficiency in Microsoft Office Suite. Excellent analytical skills and meticulous attention to detail. Strong communication skills, both verbal and written, are essential. Capacity to manage multiple tasks, organize, prioritize, and meet deadlines in a demanding environment. Desire to work in a fast-paced, growth environment. Proactive and resourceful with a positive attitude and strong work ethic. Willingness to work fully on-site in Stamford, CT 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 $100,000 - $125,000, depending on location and level of relevant experience, plus discretionary bonus.” #ASSOCIATE #LI-Onsite Experience our welcoming culture and reach your professional and personal potential! Our culture is shaped by the variety of perspectives and experiences brought by talent from around the world. Regardless of your interests, lifestyle, or background, there's a place for you at Franklin Templeton. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life. By joining us, you will become part of 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 maintaining your physical and mental health, saving for life's adventures, taking care of your family members, or making a positive impact in your community, we aim to have your needs covered. Learn more about the wide range of benefits we offer at Franklin Templeton. Highlights of our benefits include: 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* *Only applicable at certain locations Learn more about the wide range of benefits we offer at Franklin Templeton 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. 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.

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 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! Position Summary: Franklin Templeton is seeking a Blockchain Manager to lead the development and integration of decentralized technologies within our Digital Assets Technology group. This role combines deep technical expertise with strategic leadership to drive innovation, scalability, and operational excellence in tokenized financial products. Key Responsibilities: Lead the design, development, and deployment of smart contracts and tokenization solutions across multiple blockchain platforms. Manage and mentor a team of blockchain engineers, fostering a culture of innovation and continuous improvement. Oversee project timelines, deliverables, and cross-functional collaboration with product, design, and operations teams. Ensure secure, scalable architecture and adherence to best practices in blockchain development. Evaluate emerging technologies and protocols to inform strategic decisions and expand capabilities. Align technical initiatives with business goals and regulatory requirements. Required Qualifications: Bachelor's or Master's degree in Computer Science, Engineering, or related field. 5+ years of experience in blockchain development, including 2+ years in a managerial or leadership role. Proven experience deploying production-grade smart contracts and tokenization projects. Experience with Solidity, Rust, or other blockchain programming languages, and familiarity with development tools such as Truffle, Hardhat, or Remix. Strong understanding of blockchain architecture, cryptography, and smart contract security. Familiarity with Solana, Aptos, and Layer 2 solutions (e.g., Arbitrum, Optimism). Experience with CI/CD pipelines, containerization (Docker, Kubernetes), and cloud platforms (Azure, AWS). Excellent communication, leadership, and problem-solving skills. Preferred Qualifications: Experience in financial markets and digital asset regulation. Prior involvement in tokenizing mutual fund shares or similar financial instruments. Familiarity with enterprise-grade blockchain integrations. #LI-Hybrid Why Join Us? At Franklin Templeton, you'll be part of a team that's shaping the future of finance through cutting-edge blockchain innovation. We offer a collaborative environment, opportunities for growth, and the chance to make a meaningful impact in the digital asset space. 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 $134,500 - $183,000 depending on location and level of relevant experience, plus discretionary bonus. Experience our welcoming culture and reach your professional and personal potential! Our culture is shaped by the variety of perspectives and experiences brought by talent from around the world. Regardless of your interests, lifestyle, or background, there's a place for you at Franklin Templeton. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life. By joining us, you will become part of 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 maintaining your physical and mental health, saving for life's adventures, taking care of your family members, or making a positive impact in your community, we aim to have your needs covered. Learn more about the wide range of benefits we offer at Franklin Templeton. Highlights of our benefits include: 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* *Only applicable at certain locations Learn more about the wide range of benefits we offer at Franklin Templeton 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. 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.

O'Shaughnessy Asset Management (OSAM) is owned by Franklin Templeton, a dynamic firm that spans asset management, wealth management, and fintech, giving us many ways to help investors make progress toward their goals. With clients in over 150 countries and offices on six continents, you'll get exposed to different cultures, people, and business development happening around the world. O'Shaughnessy Asset Management (OSAM) operates independently as a Specialist Investment Manager and is a research and money management firm based in Stamford. Our approach to managing money is transparent, logical, and completely disciplined, leading to long‐standing relationships with our clients. We are a leading provider of Custom Indexing services via CANVAS . CANVAS is a platform offering financial advisors an unprecedented level of control and ease in creating and managing client portfolios in separately managed accounts (SMAs). Advisors can set up custom investment templates, access factor investing strategies, utilize passive strategies, actively manage taxes, and apply ESG investing and SRI screens according to the specific needs, preferences, and objectives of individual clients. For more firm information, please visit ************ What is the Sr. Client Service Specialist responsible for? The Sr. Client Service Specialist will be responsible for managing a team of operational onboarding specialists who are responsible for the operational set-up of new accounts, account transition analysis, and transaction request follow-up primarily for the Retail and Financial Advisor Services. This individual will also have oversight of relationship management for smaller relationships. In this capacity, the successful candidate or a member of their team will be the key contact for these relationships and a resource for ad-hoc client requests. The successful candidate will be considered a key problem-solving partner for our clients and our sales team. The need for this hire is driven by the growth with our Canvas offering in the Retail space. Canvas is a revolutionary Custom Indexing platform designed to improve the relationship between asset managers and allocators. This is an exciting opportunity to build a team and fill a key role in the organization. What are the ongoing responsibilities of a Sr. Client Service Specialist? Develop operational expertise and maintain ongoing best-practice documentation. Ability to effectively problem solve in a timely manner. Must maintain a strong working relationship with both internal and external clients. Superior work ethic. Comfortable working in a fast-paced environment. Ability to manage multiple tasks effectively. Excellent people manager. Must have the ability to be pleasantly persistent when needed. Self‐starter. Strong time management and organizational skills. Must be comfortable working as a player-coach. Intellectual curiosity. Strong interpersonal, as well as strong written and verbal communication skills. Escalation contact for issue resolution. What ideal qualifications, skills & experience would help someone to be successful? Bachelor's Degree 6+ years of relevant work experience in a similar role. Previous experience working in financial services and/or an asset management firm required. Experience working for a direct indexing provider in a client service or operational capacity, a plus. Proven team management/leadership experience. Along with base compensation, other compensation is offered such as a discretionary bonus, 401k plan, health insurance, and other perks. There are several factors taken into consideration in making compensation decisions including but not limited to location, job-related knowledge, skills, and experience. At Franklin Templeton, we apply a total reward philosophy where all aspects of compensation and benefits are taken into consideration in determining compensation. We expect the salary for this position to range between USD $125,000 - $140,000. #MID_SENIOR_LEVEL #LI-Hybrid Experience our welcoming culture and reach your professional and personal potential! Our culture is shaped by the variety of perspectives and experiences brought by talent from around the world. Regardless of your interests, lifestyle, or background, there's a place for you at Franklin Templeton. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life. By joining us, you will become part of 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 maintaining your physical and mental health, saving for life's adventures, taking care of your family members, or making a positive impact in your community, we aim to have them covered. Learn more about the wide range of benefits we offer at Franklin Templeton *Most benefits vary by location. Ask your recruiter about benefits in your country. 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. If you believe that you need an accommodation or adjustment, due to a medical condition or disability, 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 of the position 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.

Your role Are you truly service oriented? Do you know how to take care of people? We're looking for a Client Associate to: * Keep management systems up-to-date with client information * Educate clients on account services and capabilities * Help with the preparation of reports and other materials for client meetings * Collect the right documentation for opening new accounts and service requests * Plan team marketing events and maintain marketing materials * Provide the team with a detailed calendar of activities Detailed salary information: * Greenwich: the salary range for this role is $65000 to $75000 The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits. Join us At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves. We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us. Your expertise * Ideally 1-3 years of experience in client service, within the finance sector * Bachelor's Degree preferred, focusing in Finance, Business Management, or other related fields * Excellent communicator, with solid interpersonal skills * Detail oriented (nothing gets past you) * Proficient in Microsoft Office Suite About us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe. We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers.

Planning Consultant As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations, and develop an engagement strategy that supports each client's unique planning needs. Through your integrity and adoption of Fidelity's client commitment standards, we know you will inspire client dedication with the goal of developing lifetime relationships with Fidelity. The Expertise We're Looking For * FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire * Financial services experience preferably in financial planning * Degree and/or other professional certifications such as CFP are helpful; if you don't already have a CFP or degree, our Tuition Reimbursement program can help you obtain one The Purpose of Your Role The Planning Consultant works alongside Financial Consultants and/or Wealth Planners in a financial planning capacity. Through your knowledge and your ability to build relationships, you will effectively profile, navigate and present the output of our guidance tools, leading to an in-depth discussion around our planning concepts. This will lead you to uncover additional planning opportunities in which you will partner with the adviser to develop further. This partnership will allow the team to further meet the needs of our clients. You will see your impact on the business and have rewarding interactions with clients every single day! The Skills You Bring * Thorough understanding of financial planning concepts to help clients build effective financial plans for them and their families. * Ability to profile to understand planning needs and identify appropriate solutions * You have a vested interest in building relationships and being an advocate for clients * You are motivated toward success, willing to demonstrate ownership, and committed to achieving meaningful goals * Comfort making outbound telephone calls to further educate clients and find opportunities to add value to the relationship Our Investments in You Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding! The Value You Deliver * Conducting joint appointments with clients, focused on consultations through Fidelity's guidance offering * Educating and planning with clients to uncover opportunities that will lead to the client's success * Creating and maintaining an organized client contact strategy, including engaging business partners, and using tools such as Salesforce * Building long-lasting, meaningful relationships with clients * Mentoring and supporting the success of your peers Certifications: Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA Category: Relationship Management Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

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 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! About the Role: Franklin Templeton's Digital Assets Technology group is seeking a dynamic and results-driven Product Manager. The Product Manager will oversee and drive the planning, execution, and delivery of strategic initiatives related to products and platforms within the rapidly evolving digital asset ecosystems. This role will focus on bridging traditional finance and blockchain-enabled investment solutions, developing products that leverage tokenization, distributed ledger technology (DLT), and other digital asset innovations to enhance client outcomes and operational efficiency. This role requires a unique blend of financial services experience, emerging technology fluency, and disciplined project management. This role is ideal for a seasoned project leader with a passion for emerging technologies and a proven ability to manage complex, cross-functional programs in a fast-paced environment with a changing regulatory landscape. What are the ongoing responsibilities of the Product Manager? * Product Strategy and Development: Manage end-to-end product lifecycle from concept to launch for digital assets and blockchain based investment products and platforms. * Stakeholder Engagement: Serve as the central liaison and SME between executive sponsors and collaborate with technology, product, operations, compliance, and business teams to align project goals with organizational strategy. * Strategic Program Management: Create, lead, define and maintain product roadmaps, milestones, deliverables, and performance metrics. * Risk & Issue Management: Work with legal and compliance to ensure adherence to evolving global digital asset and securities regulations and identify project risks and dependencies early, develop mitigation strategies, and escalate critical issues as needed. * Documentation & Reporting: Maintain project documentation, dashboards, and status reports for internal and external stakeholders. * Market Analysis and Innovation: Monitor digital asset market trends, competitor offerings, and emerging technologies to inform strategic decision-making. * What ideal qualifications would help someone be successful? * Bachelor's Degree in Business, finance or related field; or 10 years of demonstrated work experience * 5+ years of experience in product management, preferably in financial services or technology domains. * Demonstrated experience with digital asset products, tokenization, blockchain infrastructure, or DLT-based platforms. * Understanding institutional-grade digital custody, AML/KYC processes, and regulatory considerations related to digital assets (e.g., SEC, FINRA, MiCA). * Understanding Agile/SCRUM methodologies and tools (e.g., Jira, Confluence, Azure DevOps). * Excellent communication, leadership, and organizational skills. * Comfortable working in fast-paced, evolving environments with emerging technologies. * Proven ability to translate complex technical and regulatory concepts into business opportunities. Preferred Qualifications: * PMP, PMI-ACP, or Scrum Master certification. * Experience with product development in tokenized funds, digital asset trading, or on-chain fund administration. * Knowledge of DeFi concepts, Web3 infrastructure, and interoperability protocols. * Familiarity with regulatory frameworks related to digital assets and financial technology. Why Join Us? Be part of a pioneering team at Franklin Templeton that is shaping the future of finance through blockchain innovation. You'll work alongside top technologists and strategists to deliver impactful solutions in a collaborative and forward-thinking environment. 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 $122,000- $166,000 depending on location and level of relevant experience, plus discretionary bonus. #MID_SENIOR_LEVEL #LI-Hybrid Experience our welcoming culture and reach your professional and personal potential! Our culture is shaped by the variety of perspectives and experiences brought by talent from around the world. Regardless of your interests, lifestyle, or background, there's a place for you at Franklin Templeton. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life. By joining us, you will become part of 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 maintaining your physical and mental health, saving for life's adventures, taking care of your family members, or making a positive impact in your community, we aim to have your needs covered. Learn more about the wide range of benefits we offer at Franklin Templeton. Highlights of our benefits include: * 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* * Only applicable at certain locations Learn more about the wide range of benefits we offer at Franklin Templeton 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. 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.