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Franklin Templeton jobs in Stamford, CT - 52 jobs

  • Jr Trader - Managed Options Strategies

    Franklin Resources 4.8company rating

    Franklin Resources job in Stamford, CT

    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.
    $100k-125k yearly Auto-Apply 60d+ ago
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  • Sr. Client Service Specialist - Canvas Custom Indexing

    Franklin Templeton 4.8company rating

    Franklin Templeton job in Stamford, CT

    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.
    $125k-140k yearly Auto-Apply 48d ago
  • Head of Cyber & Information Security Oversight (SVP)

    State Street Corporation 4.1company rating

    Stamford, CT job

    SVP, Head of Cyber & Information Security Oversight Why this role is important to us Enterprise Technology Risk Management (ETRM) is responsible for thought leadership, oversight, monitoring, and advisement around the discovery and remediation of Cyber and Technology Risks across the enterprise. ETRM plays an important role in the overall success of the organization, and our mission is to establish a world class Technology Risk Management program that aligns business and technology risk to enable effective decision making. The organization is going through a significant transformation, and you will lead key cyber risk assessments on material projects and ensure the identified risks are being prudently managed. This position will also include providing thought leadership and support to both your peers in ETRM and your stakeholders in the business and corporate areas. You will need to periodically participate in meetings with our key regulators and provide support and advice to your stakeholders during regulatory exams and regulatory finding validations. Who we are looking for We are looking for a proven Cyber and Information Security Risk Leader with more than 15 years of experience in the financial services and/or technology industry. The qualified candidate will have a combination of: * Deep Technical Experience: Hands-on Cybersecurity leader in roles as a CISO or CTRO at comparable organizations with a global footprint or at a Deputy CISO level in a G-SIB. The candidate will be well versed in identifying, assessing, managing and monitoring cyber risks across several domains such as Identity and Access, Information Protection, Threat and Vulnerability Management, Cyber Incident and Response, Application security, Secure configuration, Security Architecture and Cyber Risks related to Third parties. * Strong Business background: Proven capability for translating this technical understanding into business risk to be able to provide guidance to and challenge senior level IT executives such as the group level State Street CIO, CISO and CTO. The individual will also serve as an advisor to the Head of ORM, Group CRO, regional CROs and the State Street Board of Directors to manage Cyber Risk adequately. * Strong Executive Presence: effectively communicate with senior executives at the EVP and C-level, the Board and with regulators globally to foster confidence in the Bank's risk management capabilities and to drive enhancements where needed. Candidates must demonstrate strong initiative, be able to perform well under pressure and be capable of managing multiple and diverse assignments. The successful candidate will report into the Global Head of Technology and Cyber Risk, who reports to the Chief Operational and Technology Risk Officer within the Operational Risk Management second line function. They will lead, guide and mentor a team of seasoned ETRM Cyber risk professionals to provide Second Line of Defense (SLoD) oversight, review and challenge on Global Cybersecurity and Global Technology Services First Line Organization. The ETRM function is currently being enhanced, and the role is expected to provide significant expertise and experience to shape the Cybersecurity governance function, aligned to industry peers and leading practices. What you will be responsible for * Establish and Operate the global Cybersecurity Risk Oversight function in ETRM. * Be a risk advisor and challenge function to the State Street Global CISO function and program. * Establish State Street's Cyber Risk Appetite, with corresponding policies and Metrics and thresholds, reporting breaches, escalating exceptions and challenging risk acceptances and provide guidance on improving the risk position to support the business * Be an acknowledged thought leader in the industry, with a strong understanding of attributes of an effective Cybersecurity program at peer organizations * Analytics and Reporting * Establish an analytics capability to provide cyber risk insights, leveraging AI for greater effectiveness * Develop risk reports customized to the business needs of legal entities and regions to drive risk reduction in a cost-effective way. * Cyber Risk Governance * Lead or co-Chair various senior governance forums like the Cybersecurity Risk Committee and the Vulnerability Governance Forum that manage Cybersecurity risk to State Street * Communicate and drive effective implementation of ETRM risk management policies, framework, tools, guidelines and standards across the business ensuring cyber risks are identified and managed effectively. * Ensuring cyber risks and non-compliance with internal and external standards are proactively identified, prudently managed, and effectively challenged * Identifying/assessing/controlling/monitoring risks and supporting FLOD in planning/executing controls and additional compensating controls * Review and challenge the first line cyber controls assurance program and the constituent cyber processes * Provide challenge to the EVPs leading the Cyber Enterprise Processes and foster deeper and integrated FLOD/SLOD relationships and embedded, proactive risk management * Advise FLOD in prioritization of risks, risk initiatives, risk mitigation alternatives * Regulatory * Lead second line regulatory interaction for Cyber Risk with regulators, including the FCA/PRA, HKMA, MAS, APRA and ECB, including resolution of issues and concerns * Be a thought leader for managing emerging Cybersecurity risks to provide credible risk management guidance to the regulators * Consistent, Global Risk Management * Collaborate with and support regional) and Business Unit Risk Management peers in matters related to cyber and information security risks * Develop and deliver the ETRM Cybersecurity annual Book of Work (risk assessments, continuous monitoring, issues management and reporting) through the established risk leads within the team while leveraging the ETRM India GCC. * Coordinate across multiple risk types in Operational Risk Management, like Data Risk, Fraud and Third-Party Risk programs. Utilize available Enterprise Risk and Operational risk management tools (NBPRA, MRI, RCSA, KRI's, Incident data, Loss event data) in conjunction with other environmental changes to proactively monitor the control environment and identify and address potential weaknesses and/or gaps in a timely manner * Keep abreast of new products, services, technologies and applications as well as their respective impact on the organization's risk profile What we value These skills will help you succeed in this role: * Strong ability to collaborate effectively * This position requires interacting with "C" level suite, so superior communication, interpersonal, negotiation, presentation and intergroup skills are critical for success * The ability to translate technical issues into risk terms that business can understand is necessary * Experience with regulatory exams and responses is strongly desired * Being an effective mentor and coach * Ability to be a strong voice for review and challenge while continuing to maintain positive relationships with business stakeholders * An ability to be a leader within their team, as well as being a leader amongst your peers Education & Preferred Qualifications * Minimum 15 years of experience in the financial, and or technology industries, with at least 5 years in executive roles as a CISO, Deputy CISO or equivalent in a G-SIB * Advanced degree or undergraduate degree in technology / cyber disciple or equivalent * Experience in first line cybersecurity operations * CISSP or equivalent is required * Working knowledge of industry and regulatory risk and control standards and frameworks such as FFIEC, DORA, NIST-CSF, 800-53, COBIT, CCM, and MITRE ATT&CK is expected Are you the right candidate? Yes! We truly believe in the power that comes from the diverse backgrounds and experiences our employees bring with them. Although each vacancy details what we are looking for, we don't necessarily need you to fulfil all of them when applying. If you like change and innovation, seek to see the bigger picture, make data driven decisions and are a good team player, you could be a great fit. About State Street What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation, we're making our mark on the financial services industry. For more than two centuries, we've been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients. Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance and savings plans, among other perks. You'll have access to flexible Work Programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential. Discover more at StateStreet.com/careers Salary Range: $225,000 - $337,500 Annual The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ. Employees are eligible to participate in State Street's comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans. For a full overview, visit ****************************************** About State Street Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success. We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you'll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future. As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law. Discover more information on jobs at StateStreet.com/careers Read our CEO Statement Job Application Disclosure: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
    $225k-337.5k yearly 54d ago
  • Private Credit Fund Accounting and Administration, Officer

    State Street Corporation 4.1company rating

    Stamford, CT job

    Who we are looking for State Street is an industry leader in providing administrative fund services to both Hedge Fund and Private Market managers within our Alternative Investment Solutions business group. Our Private Credit (PC) team delivers customized service solutions for investment funds that have closed-end structures and a variety of portfolio investments. This opportunity uniquely offers candidates the opportunity to service hybrid hedge and private credit products for industry leading asset managers. The PC NAV role is the hub in the delivery of administrative services. Employees interact daily with functional teams including; trade operations, investor services, custody, tax, and financial reporting locally and in globally diverse locations. Why this role is important to us The team you will be joining is a part of International Fund Services (IFS), acquired by State Street in July 2002. IFS, also known as Alternative Investment Solutions is a recognized industry-leading provider of fund accounting, fund administration and risk services to Hedge Funds and Private Market Funds. These services are fully integrated to provide complete end-to-end solutions that span the front-, middle- and back-office requirements of institutional investors. Join us if making your mark in the alternative investment industry from day one is a challenge you are up for. What you will be responsible for As Fund Accounting & Administration, Officer you will * Assist in managing staff (including Associate 1 Associate 2 and Senior Associate Staff) * Manage internal workflow and client deadlines * Manage client relationships & liaising with client personnel on a daily basis * Maintain good working relationship with all client contacts including investment professionals investors auditors lawyers and banking personnel * Review quarterly and annual financial work paper packages including portfolio schedules accruals and partner capital allocations * Review and/or prepare complex fee calculations management fees waterfall and capital account allocations etc. What we value These skills will help you succeed in this role * Strong critical thinking, problem solving, and decision making skills * An ability to be a leader within their team, as well as be a leader amongst your peers * Strong communication, interpersonal, and organizational skills, which includes excellent time management and prioritization skills * Candidates must demonstrate initiative, be able to perform well under pressure, and simultaneously handle multiple assignments * Excellent administrative and organizational with the proven ability to multi-task and to work efficiently to meet client deliverables * Investran experience is preferred. Education & Preferred Qualifications * Bachelor's degree in Accounting or Finance * At least 5 to 6 years of Private Market experience * Experience with alternative investment asset classes, complex fund structures and fee calculations desired * Ability to thrive and function in a high pressure deadline driven environment * CPA qualification is favourable but not required * Experience with Investran or Geneva favourable but not required Salary Range: $70,000 - $115,000 Annual The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ. Employees are eligible to participate in State Street's comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans. For a full overview, visit ****************************************** About State Street Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success. We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you'll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future. As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law. Discover more information on jobs at StateStreet.com/careers Read our CEO Statement Job Application Disclosure: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
    $70k-115k yearly 49d ago
  • AML Transaction Monitoring Senior Manager, Vice President

    State Street Corporation 4.1company rating

    Stamford, CT job

    Who we are looking for State Street Corporation is building a transformational Anti-Money Laundering (AML) program by executing innovative and effective transaction monitoring strategies. As an AML Transaction Monitoring Senior Manager, Vice President, your main responsibility will be to present and demonstrate soundness of AML transaction monitoring program tools and architecture to senior internal stakeholders (i.e. risk, audit) and regulators. To achieve this, you will help engineer state-of-the-art models, methods, and features required to support transaction monitoring and across other AML functions, in part via migration to and utilization of cloud-based capabilities. You will document, monitor, and report on the performance of the models to key stakeholders. While leading the data science team, you will leverage leading technology to develop POCs and test software efficacy based on industry experience across the AML and bank risk technology space. You will also play a significant role in partnering with business units, data stewards, and IT teams for a better understanding of the customer journey across multiple lines of business and set the roadmap to support both business line transparency and AML compliance needs. This role can be performed in a hybrid model (4 days on site, 1 day remotely) to balance your needs and the role requirements. Permissible offices locations are: Boston and Quincy, MA; Princeton and Clifton, NJ; Stamford, CT; Irvine and Sacramento, CA; Kansas City, MO; Berwyn, PA; Austin, TX. Why this role is important to us The team you will be joining plays an important role in the overall success of the organization. Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. To make that happen we need teams like yours to help navigate employees and the organization as a whole. In your role you will strive for cutting-edge solutions, that are straightforward and scalable. You will help us build resilience and execute day to day deliverables at our best. Join us if making your mark in the financial services industry from day one is a challenge you are up for. Major Responsibilities: * Key aspect of the role is to present and demonstrate soundness of AML transaction monitoring program tools and architecture to senior internal stakeholders (i.e. risk, audit) and regulators * Support AML and business stakeholders with the development of analytic insights and models that are thoroughly tested and documented * Foster confidence in the accuracy and effectiveness of models and processes through continuous challenge and ongoing monitoring * Consume data from AML stakeholders including the FIU to translate qualitative AML risk factors into responsive risk models leveraging new technology * Synthesize data into features and analytic frameworks to support ongoing financial crime risk mitigation strategies * Support the application of economic, quantitative, and statistical skills in the development of models to support profitable growth while mitigating financial crime risk * Develop statistical models and algorithms to identify data anomalies and support risk identification efforts * Analyze and maintain appropriate data sourcing and management options to support a variety of models and applications * Leverage strong business and communication skills to identify and resolve data gaps, code issues, while mining data for insights and patterns Education/Certifications: * Bachelor's degree in a quantitative discipline, such as Mathematics, Physics, Statistics, Finance or related field, advanced degree preferred * 6+ years of experience in data management, data forensics, reference or transactional data management, data governance, data engineering data architecture, data modeling or data analysis experience * Experience with MDM tools or products (e.g. SAP MDG, Informatica, etc) * Strong SQL, R, Python, experience required * Proficiency with Actimize, Fircosoft, DataBricks, AWS, Informatica, and related database tools and technology preferred * Proficiency with banking and financial markets preferred Experience: * Experience in influencing critical business outcomes in a matrix based, global environment * Experience working with data and analytic solutions and the science behind them, either as a builder/provider of these solutions or as a client that uses them * Familiarity with data privacy laws and controls (like: GDPR) Skills: * Excellent verbal and written communication and collaboration skills to effectively communicate with both business and technical development teams * Strong networking skills and ability to work across multiple organizations to accomplish diverse goals * Strong skills leading teams and building positive business partner relationships * Drive and commitment to the mission * Comfortable working in a fast-paced, results-oriented environment * Results oriented * Innovative and Analytical * Customer focused Salary Range: $115 000 - $216 250 Annual The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ. Employees are eligible to participate in State Street's comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans. For a full overview, visit ****************************************** About State Street Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success. We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you'll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future. As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law. Discover more information on jobs at StateStreet.com/careers Read our CEO Statement Job Application Disclosure: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
    $115k-216.3k yearly 8d ago
  • ETF Capital Markets Specialist, VP - State Street Investment Management

    State Street Corporation 4.1company rating

    Stamford, CT job

    Purpose: This role will be responsible for garnering support from ETF liquidity providers and Authorized Participants to provide market quality and liquidity in SPDR ETFs. This individual will be a point of contact for ETF traders regarding the pricing and trading of our product lineup and will lead projects with various internal teams and stakeholders to improve the structure and tradability of SPDR ETFs to best compete in the marketplace. Additionally, this individual will also take a leadership role with the data analysis and reporting needs of the Capital Markets team. Furthermore, this role will support our business development efforts with market makers, broker dealers, and exchanges in seeking broader support for our ETF franchise from a liquidity provision perspective, particularly with top tier firms providing Lead Market Making and Agency AP services to the marketplace. Lastly, this role will serve as the main, dedicated Capital Markets specialist, supporting the Select Sector Sales, Strategy & Research and Marketing Teams. Key Responsibilities: * Manage relationships and communications with lead market makers, liquidity providers, and authorized participants regarding pricing and trading of SPDR ETFs * Improve ETF market quality - leading to better execution quality for investors - by collaborating with ETF lead market makers, authorized participants, and internal stakeholders to drive enhancements to product structure and creation/redemption processes * Develop and enhance SPDR's market quality monitoring technologies * Take a leadership role in driving US CMG's key technology initiatives, working across all stakeholder groups and subject matter experts to effectively manage the process and outcome of each project * Drive and lead the data analysis and reporting needs for the Capital Markets team, including buildout and maintenance of databases for trading volumes, partner data and metrics used by the team - responsible for providing this data, specifically curated for Select Sector ETFs, to the Select Sector Sales & Research Strategists teams in support of expanding reach, brand awareness, and driving organic growth * Provide input for daily and weekly commentaries on market quality and liquidity trends * Take leadership role in oversight of our Authorized Participant Oversight Program, incorporating oversight of Select Sectors ETFs into the program, and managing & coordinating the transition of existing AP Agreements for Select Sectors to SSGA Funds Distributor * Deliver analytical insights and data to help support regulatory affairs & due diligence questionnaires * Assist in projects and working groups, both internal and external, related to the development of innovative ETFs, the evolution of the ETF structure, and enhancements to the ETF creation/redemption mechanism * Assist in our business development efforts with market makers, broker-dealers, and exchanges * Develop, execute, and manage policies and procedures related to all aspects of a Transfer Agent for Select Sector ETFs Ideal Experience: * 7-10 years of experience in capital markets with a strong ETF background, preferably experience across asset classes - equities, fixed income, and derivatives * Enthusiasm for the ETF Industry, a positive attitude, and a drive to succeed * Able to multi-task and work effectively at various levels of an organization, including managing and engaging with senior level executives * Experience working on or leading strategic project teams * Highly organized, acute attention to detail, strong critical thinking skills, and team first mentality * Strong interpersonal and communication skills - ability to build relationships within our team, across our organization, and with our clients * Resourceful, proactive, and able to prioritize and navigate in a fast-paced team-oriented environment * Proficient in Bloomberg, Microsoft Excel, and PowerPoint Salary Range: $120,000 - $202,500 Annual The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ. Employees are eligible to participate in State Street's comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans. For a full overview, visit ****************************************** About State Street Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success. We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you'll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future. As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law. Discover more information on jobs at StateStreet.com/careers Read our CEO Statement Job Application Disclosure: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
    $120k-202.5k yearly 5d ago
  • Senior Technical Business Analyst - VP (eFront: Alternative Investments - private equity, private credit, real assets & Hedge Funds)

    State Street 4.1company rating

    Stamford, CT job

    can be based in Stamford, CT or Boston, MA. Candidate must possess strong eFront application workflow experience. Who we are looking for State Street Investment Management is looking for a highly skilled Senior Technical Business Analyst with deep expertise in Alternative Investments (private equity, private credit, real assets & Hedge Funds) and strong technical skills in platforms like eFront (FrontInvest, Insight), Vidrio, Argus, Burgiss, Dyanamo & Pfaroe. This role bridges business needs with technology solutions, driving system enhancements, integrations, and governance for OCIO and Alternatives operations. You will act as a product expert, lead technology initiatives, and ensure compliance while improving client experience and operational efficiency. The Senior Technical Business Analyst will become a product expert and help to ensure that our software products effectively aid our Alternative Investment/OCIO Managers with their workflows. The Senior Technical Business Analyst will participate in the full software development lifecycle and contribute as a member of a feature-focused product development team. They must be familiar with both financial and technical concepts, with a strong ability to deliver against specific requirement in a timely fashion on a project-by-project basis. The successful candidate will have strong technology and business acumen, build partnerships, foster close collaboration and work hand in hand with the business and technology teams. This position is primarily office-based with some flexibility. Why This Role Is Important to Us Our OCIO and Alternatives business depends on accurate data, robust systems, and strong controls to deliver consistent outcomes for clients. This role ensures our technology stack, covering portfolio management, data aggregation, and reporting; operates seamlessly, meets regulatory standards, and supports strategic growth. You will enable operational efficiency, risk management, and transparency across private markets user base. The team you will be joining is a part of State Street Investment Management, one of the largest asset managers in the world. We partner with many of the world's largest, most sophisticated investors and financial intermediaries to help them reach their goals through a rigorous, research-driven investment process. What you will be responsible for As the Alternative Investment/OCIO Senior Technical Business Analyst, you will: Lead and take ownership of configuration and integration efforts across Alternatives platforms including eFront, Vidrio, Burgiss, Argus, and Pfaroe, ensuring robust data mapping, API specifications, SAS scripting, and validation. Build and manage a high-performing team, fostering accountability, technical excellence, and continuous improvement across Alternatives initiatives. Gather and validate business requirements for Alternatives workflows such as commitments, capital calls/distributions, valuations, exposure analytics, and fee modeling. Translate business needs into functional and technical specifications, driving clarity and execution across stakeholders. Implement and oversee data governance standards, including data quality checks, lineage tracking, and compliance with identity/access controls (SSO/OIDC/SAML) and audit protocols. Establish and nurture global stakeholder relationships, ensuring consistent engagement and alignment across business, product, and development teams. Apply deep domain expertise in Alternatives workflows to support product development and strategic initiatives. Provide hands-on leadership and technical guidance across a diverse toolset including FrontInvest, Aladdin, Vidrio, Qube, Argus, Burgiss Private Informant, and Dynamo. Demonstrate strong project management capabilities and advanced proficiency in SQL and SAS scripting, ensuring scalable and efficient solution delivery. Collaborate directly with customers and product management to gather requirements and shape feature specifications, participating in all phases of the software product lifecycle. Partner with development teams to implement and refine features, ensuring alignment with business goals and technical feasibility. Offer technical clarity and mentorship to other technology leads and teams, promoting cross-functional collaboration and knowledge sharing. Work with documentation teams to ensure accurate and complete product materials. Support implementation and client success, resolving escalated issues and ensuring seamless onboarding and adoption. Actively participate in Agile development, including daily standups, sprint planning, backlog grooming, and retrospectives, while driving team accountability and delivery. What we value These skills will help you succeed in this role: Proven track record working with technology teams (development, business analysis, QA, support) Domain knowledge of the Asset Management or Investment Management industry with a focus on Alternatives Investment. Experience with trading and reporting for funds, ETFs, futures, currency, bonds, forward contracts and TBAs. Excellent communication skills and confidence in dealing with all levels of the organization, both internal and external Senior level presentation skills and project management responsibilities Must be able to work independently with limited supervision Solid interpersonal skills and ability to effectively organize and communicate across functional and technical lines Highly organized, and ability to manage multiple tasks and projects Solid understanding Software Development Lifecycle (SDLC) and development platforms Education & Preferred Qualifications Bachelor's degree is a requirement; Finance, Economics, Math, Computer Science or Information Technology preferred. Financial Services background, including investment or asset management (preferred) Information technology expertise 10-15 years of experience Should be an excellent communicator, experience on communicating with global users (both written and verbal), will be preferred. Salary Range: $120,000 - $210,000 Annual The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ. Employees are eligible to participate in State Street's comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans. For a full overview, visit ***************************************** . About State Street Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success. We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you'll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future. As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law. Discover more information on jobs at StateStreet.com/careers Read our CEO Statement Job Application Disclosure: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
    $120k-210k yearly Auto-Apply 60d+ ago
  • VP, Workday Security and Compliance Lead

    State Street Corporation 4.1company rating

    Stamford, CT job

    We are seeking a VP, Workday Security & Compliance Lead to take ownership of Workday security while also managing identity governance, data privacy, and compliance across the platform (security and cybersecurity related). This role combines hands-on configuration and design with oversight of security policies and regulatory alignment. This role manages a dedicated team of three Workday security professionals. The role directly reports to the Global Head of HR Technology. Key Responsibilities: * Design and implement scalable and secure Workday security models across HCM, Payroll, Time Tracking, etc and Workday Adaptive. * Lead security architecture reviews and provide strategic guidance on security best practices. * Ensure Workday security and cybersecurity controls across Workday applications (including HCM, Payroll, Time Tracking, and other modules, Workday Adaptive, Customer Central, etc) * Lead Workday security/cyber security audits, risk assessments, findings, and remediation efforts. * Ensure compliance with internal governance (e.g., GCS, Data Privacy, ESDLC) and external regulations (e.g., GDPR, SOX). * Collaborate with HR,Global Cyber Security, Global Technology Services, Data Privacy Office, and Compliance teams to align security practices with business needs. * Maintain documentation for security configurations, access controls, and compliance procedures. * Serve as the primary point of contact for Workday security incidents and escalations. * Manage a team of three and support cross-functional security initiatives. Qualifications: * Bachelor's degree in information security, Computer Science, or related field. * 8-10+ years of experience in enterprise application security, with 5+ years in Workday security. * Demonstrated strong leadership skills and experience including managing teams and cross-functional initiatives. * Expert hands-on experience with Workday security configuration and architecture. * Strong critical thinking, risk management, and communication skills. * Familiarity with data privacy laws and cybersecurity compliance frameworks. * Workday certifications (e.g., Workday Pro in Security) preferred. Preferred Skills: * Experience with Workday Prism Analytics, or integration security. * Knowledge of audit processes and security incident response. * Ability to work independently and manage multiple priorities. About State Street What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation, we're making our mark on the financial services industry. For more than two centuries, we've been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients. Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance and savings plans, among other perks. You'll have access to flexible Work Programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential. Inclusion, Diversity and Social Responsibility. We truly believe our employees' diverse backgrounds, experiences and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift programs and access to employee networks that help you stay connected to what matters to you. State Street is an equal opportunity and affirmative action employer. Salary Range: $110,000 - $188,750 Annual The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ. Employees are eligible to participate in State Street's comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans. For a full overview, visit ****************************************** About State Street Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success. We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you'll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future. As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law. Discover more information on jobs at StateStreet.com/careers Read our CEO Statement Job Application Disclosure: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
    $110k-188.8k yearly 19d ago
  • US Fund Admin & Oversight

    Franklin Templeton 4.8company rating

    Franklin Templeton job in Stamford, CT

    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.
    $24-30 hourly Auto-Apply 27d ago
  • Middle Office, Officer

    State Street Corporation 4.1company rating

    Stamford, CT job

    Who we are looking for State Street AIS provides fund accounting, administration, tax, compliance and middle office trade support services to hedge fund managers. AIS combines its experienced teams of trained financial service professionals with sophisticated software development talent to create a superior trade support infrastructure that features Straight-Through-Processing (STP) and real-time information. The responsibility of the operations group is to support clients by providing trade capture, portfolio pricing, trade confirmation and settlement services. We are looking for a qualified candidate to join our team; growing their acumen for complex financial products and the security settlement lifecyle while working in support of large alternative investment managers trading across diverse strategies. What you will be responsible for 1. Intermediate understanding of settlements for equities, fixed income, futures and foreign exchange and derivatives 2. Process trades 3. Confirmation of client trades by phone, email or matching platform 4. Interact on a daily basis with prime brokers and client counterparties 5. Resolution of trade breaks with client and counterparties 6. Resolve fails with prime broker and counterparties 7. Liaise with client regarding ad hoc issues, establish and maintain relationships with client and other external parties: Counterparties, Prime Brokers, etc. 8. Co-ordinate system enhancements or new requirements on behalf of the team. Responsible for the co-ordination of system testing and sign off * 9. Involved in new client onboarding and initialization of funds. . What we value These skills will help you succeed in this role * 1. In depth knowledge of some/all of the following products: Equity, Futures, Options, Fixed Income, FX, Derivatives (IRS, CDS, TRS, etc) * 2. Experience interfacing with security valuation agents like Markit PV, BVAL, ICE Data, JPM Pricing Direct * 3. Knowledge of trade order flow, security life-cycle events (settlements, corporate actions), SWIFT messaging and cash wire processing required. * 4. Strong verbal, analytical and written communication skills * 5. Experience with Advent Geneva Platform advantageous Education & Preferred Qualifications 1. Bachelor's degree 2. 4-6 years of experience Salary Range: $70,000 - $115,000 Annual The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ. Employees are eligible to participate in State Street's comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans. For a full overview, visit ****************************************** About State Street Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success. We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you'll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future. As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law. Discover more information on jobs at StateStreet.com/careers Read our CEO Statement Job Application Disclosure: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
    $70k-115k yearly 50d ago
  • Internal Wholesaler, Alternative Investments (RIA)

    Franklin Resources 4.8company rating

    Franklin Resources job in Stamford, CT

    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.
    $75k-85k yearly Auto-Apply 4d ago
  • State Street Enterprise Risk Management - Credit Risk Analytics Internship - Summer 2026

    State Street 4.1company rating

    Stamford, CT job

    The 2026 summer internship position sits within State Street's Enterprise Risk Management (ERM) organization, under the Credit Risk function. Within this function, we are the Credit Risk Analytics team. We are a diverse team of five professionals located in Boston, Stamford, Jersey, Krakow, and China. Our team is responsible for: Enhancing credit risk models in collaboration with the modeling team and credit risk officers. Managing Capital Stress Testing processes and outputs for the credit risk workstream, which directly impacts capital ratio analysis. Managing the quarterly Current Expected Credit Loss (CECL) production to estimate reserve for State Street's credit risk portfolio and ensure reserve adequacy. Setting risk appetite and early warning indicators for credit risk Driving automation and advanced analytics (AI) to improve efficiency and insight in credit risk management. We work closely with other ERM teams, first-line business units, and Finance to ensure credit risk is well analyzed, controlled, and monitored. Your Duties and Responsibilities: As a Credit Risk Analytics Intern, you will be Collaborate with the Credit Risk Analytics team, Credit Risk Officers, and ERM Library team to design and develop AI-powered solutions that provide actionable credit risk insights and enable process automation. Create user-friendly interfaces (UI) that make AI tools easy to access and use for stakeholders on an ongoing basis. Work on scalability under the guidance of the ERM Library team to enable AI tool application to grow and adapt for future needs. Participate in testing and validation of AI models and UI components to ensure reliability and compliance with risk management standards. Document your great work to facilitate knowledge sharing and continuous improvement of AI solutions. What we Value: These skills will help you succeed in this role: Education Degree in Computer Science or a related field Intellectual curiosity about the financial industry, credit risk, and cutting-edge AI solutions Strong analytical mindset with the ability to work with large data Strong communication skills Attention to detail Skill Development Opportunities: As an Intern, you will have the opportunity to gain the following: Gain understanding of State Street's business model and how a global financial services firm operates. Insight into Enterprise Risk Management (ERM) and Credit Risk practices Hands-on experience applying AI in finance, working on real-world projects that drive innovation and efficiency. Opportunity to develop and enhance an innovation mindset, exploring cutting-edge technologies and creative solutions. Collaboration with a global team, gaining exposure to diverse perspectives and cross-functional teamwork. What we do State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation, we are making our mark on the financial services industry. For more than two centuries, we have been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients. Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance, and savings plans, among other benefits. You will have access to flexible Work Programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential. Inclusion, Diversity and Social Responsibility. We genuinely believe our employees' diverse backgrounds, experiences and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift programs and access to employee networks that help you stay connected to what matters to you. State Street is an equal opportunity and affirmative action employer. Salary Range: The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ. Employees are eligible to participate in State Street's comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans. For a full overview, visit ***************************************** . About State Street Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success. We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you'll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future. As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law. Discover more information on jobs at StateStreet.com/careers Read our CEO Statement Job Application Disclosure: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
    $79k-115k yearly est. Auto-Apply 30d ago
  • Talent Acquisition Partner

    Franklin Resources 4.8company rating

    Franklin Resources job in Stamford, CT

    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.
    $100k-125k yearly Auto-Apply 2d ago
  • FTI Project Manager, Digital Assets Technology

    Franklin Templeton 4.8company rating

    Franklin Templeton job in Stamford, CT

    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.
    $91k-124k yearly Auto-Apply 49d ago
  • Product Manager, Digital Assets

    Franklin Resources 4.8company rating

    Franklin Resources job in Stamford, CT

    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.
    $122k-166k yearly Auto-Apply 4d ago
  • Franklin Templeton Investment Solutions (FTIS) - Undergrad Intern

    Franklin Templeton 4.8company rating

    Franklin Templeton job in Stamford, CT

    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.
    $30 hourly Auto-Apply 49d ago
  • Financial Representative - Lake Grove, NY

    Fidelity Investments 4.6company rating

    Lake Grove, NY job

    Financial Representative We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity. The Expertise We're Looking For * Customer service, phone, or financial services experience will prepare you for this role * Banking, insurance, or financial experience is an excellent addition to your experience * We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 66 licenses * Degree and/or other professional certifications 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 It is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transactions, you will partner and contribute to branch success by identifying opportunities to deepen relationships. The Skills You Bring * Superb interpersonal skills and passion to engage with clients * An aptitude to assess client needs and identify opportunities * Remarkable attention to detail and ability to prioritize * Organizational skills to manage multiple tasks * Being coachable, collaborative, and curious are your "go to" attributes 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 * A key member of the team, you are offering support to Fidelity's most valuable clients daily * By identifying leads and making effective introductions, you are directly impacting the success of the branch * Your efforts will be valued by clients and you will find working with those clients a rewarding experience * As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team The base salary range for this position is $45,000 - $70,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. 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. Certifications: Series 07 - FINRA Category: Customer Service
    $45k-70k yearly 29d ago
  • Client Relationship Specialist, Private Wealth Sales - Canvas Custom Indexing

    Franklin Templeton 4.8company rating

    Franklin Templeton job in Stamford, CT

    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 ************ Relationship Management Specialist Vice President The Relationship Management Specialist will support OSAM's business development and client service efforts throughout each stage of the client journey. The successful candidate will be considered a key problem-solving resource for our clients and will primarily collaborate with the East Region Relationship Director (Eastern seaboard) on prospecting, onboarding, and maintaining RIA relationships. The need for this hire is driven by the growth of CANVAS , OSAM's revolutionary Custom Indexing platform designed to improve the relationship between asset managers and allocators. Key Responsibilities Include: Work closely with Relationship Director in the East Region to build a pipeline of advisor prospects and help to qualify new business development leads Develop an in-depth understanding of CANVAS workflows and OSAM's investment/portfolio management process Educate clients and prospects on technology enabled investment platform including capital markets and asset allocation theory Develop new advisor relationships and retain and deepen existing relationships Demonstrate the ability to be a utility player able to flex between operations, analysis, and client facing activities Independently analyze, process, and interpret data to create custom analysis, narratives, charts, graphs and other diagrams and make recommendations to the investment functions Take ownership of follow-up communication Prepare allocator and advisor-specific marketing and education collateral based on internal and external requests Grow into being responsible for full scope business development responsibilities by increasing advisor use of CANVAS Manage ongoing account service requests in a timely manner Support growth efforts by coordinating across sales, operations, and Portfolio Management teams Highly Desirable: 5+ years of experience in asset management or investment management Strong experience with tax loss harvesting platforms and separate account operations Strong knowledge of equity investment landscape, portfolio management, financial planning Experience working with financial advisors High degree of comfort with technology Ability to effectively problem solve in a timely manner Must maintain strong working relationships both internally and with external clients Superior work ethic Comfortable working in a fast-paced environment Ability to manage multiple tasks effectively Self‐starter, able to proactively identify opportunities for process improvement Strong time management and organizational skills Team player Intellectual curiosity Location: Stamford, CT (HQ) or New York City. This is hybrid role working 3 days a week in office. 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 $155,000 - $192,000. For more information on our firm, please visit our website at ************. To apply, please visit here. #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.
    $52k-78k yearly est. Auto-Apply 55d ago
  • Privacy Engineer Retail, VP

    State Street Corporation 4.1company rating

    Stamford, CT job

    The State Street Global Privacy Office is seeking a Privacy Engineer professional with demonstrated experience implementing Privacy by Design (PbD) practices and assessing Privacy risk in a Global Retail Financial Services organization. As State Street expands its retail wealth services offering, this role will be responsible for ensuring that our retail brokerage operations comply with all applicable data protection and privacy laws, regulations, and internal policies. This role involves monitoring and assessing privacy risks and providing guidance to the business on Privacy-related matters. The candidate should have experience with: * Specialized Privacy knowledge required for retail brokers offering retail services including managing consent processes and mechanisms. * Establishing and maintaining compliance policies, procedures, and controls based on regulations and in accordance with requirements and processes. * Providing Privacy advisory support to the business as a subject matter expert. Responsibilities include: The Privacy Engineer - Retail, Vice President responsibilities include: * Working cross-functionally with key stakeholders in product development, information technology, legal, cyber security, and enterprise risk to embed Privacy by Design (PbD). * Conducting Privacy Risk Assessments of regulations and laws (GLBA, GDPR, CCPA and other frameworks and regulations) to evaluate risks and propose mitigation controls/strategies. * Performing Privacy Impact Assessments on new business initiatives and products to identify potential privacy risks. * Providing guidance, oversight, and challenge to business stakeholders on privacy related risks, issues, and concerns. * Manage systems for obtaining, recording, and tracking user consent for data collection and processing. * Demonstrating excellent communication skills, both oral and written. Should have the ability and experience to draft clear and professional correspondence, policies and procedures and other documents of both legal and business nature. * Staying abreast of relevant changes to rules/regulations and other industry news. What we value These skills will help you succeed in this role * Excellent written and verbal communication skills * Ability to interact effectively and cross-functionally with stakeholders at all levels * Ability to manage complexity, to effectively prioritize multiple projects, and work independently in a fast-paced environment * Outstanding analytical skills and attention to detail coupled with the ability to think strategically Education & Preferred Qualifications * Bachelor's degree in cyber security, information systems, or computer science * 8+ years of privacy, data protection, audit or risk experience in a retail financial services organization. * Understanding of global data privacy regulations, including the GDPR, GLBA, etc. * Experience working cross-functionally on enterprise-wide programs * Experience working with remote / geographically dispersed teams * CIPP/US, CIPT, CDPSE, CISA, or other relevant privacy / IT audit certifications preferred Salary Range: $110,000 - $188,750 Annual The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ. Employees are eligible to participate in State Street's comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans. For a full overview, visit ****************************************** About State Street Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success. We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you'll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future. As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law. Discover more information on jobs at StateStreet.com/careers Read our CEO Statement Job Application Disclosure: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
    $110k-188.8k yearly 23d ago
  • Estate Settlement Officer

    The Bank of New York Mellon 4.4company rating

    Greenwich, CT job

    At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators and champions of inclusion, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. We're seeking a future team member for the role of Estate Settlement Officer to join our Wealth Management team. This role can be located in Philadelphia, PA, New York, NY, Boston, MA, Greenwich, CT, Los Angeles, CA, or Menlo Park, CA. In this role, you'll make an impact in the following ways: * Administers and advises the Wealth Management team on the interpretation of key provisions and duties of BNY as trustee. * Coordinates the strategic plan for managing and growing existing client relationships, with a focus on risk management. * Must understand how to interpret governing trust documents particular to each relationship, and work with internal partners and external advisors. * Will meet with clients, co-trustees and beneficiaries to ensure BNY is adhering to the highest fiduciary standards as trust advisor to multi-generational families. * Will be expected to assess, identify and escalate/address risk-related issues. * Orchestrate the varied administrative tasks through the support of the Wealth Management team. * May assist a more senior Fiduciary Specialist on complex accounts to gain breadth/depth of knowledge. * In some instances, this role may be focused on Estate settlements. * Specific knowledge as to the settlement of estates and probates will be required. * Administer charitable accounts in which specific knowledge will be required pertaining to the policies and procedures of those accounts. * Full knowledge of policies and procedures are essential to the Specialist role. * Independently evaluates and pursues new business opportunities and client prospects, focusing on responsible business growth that is compliant, of acceptable risk and profitable. * Serves in a consultative role to prospects, advising UHNW and HNW parties on the best way to achieve their short- and long- term strategic objectives through the firm's solutions. * Pursues clients and centers of influence with complex strategic needs and responsible for generating new revenue by way of increased flows and future fees. * Frequent and regular/scheduled interaction with clients, including in-person client meetings. * Serves as clients' primary point of contact and are responsible for ensuring that all of WM's resources are provided to clients in the Active Wealth framework. * Subject matter expert on all fiduciary topics which impacts clients and have in-depth knowledge of WM's fiduciary practices, policies and procedures. * Client-focused work includes administration and planning projects as requested by the client, peer Fiduciary Specialists or Active Wealth strategic opportunities. * Client activity may include the general administration of the processing of discretionary and non-discretionary request approvals, general account maintenance approvals, with regard to proxy and statement reporting, and other proprietary system maintenance associated with client records. * Demonstrates a business development orientation and mindset and has annual self-sourced asset goals and are expected to leverage existing client and COI relationships by consistently and systematically asking for referrals from clients and COIs, in order to generate self-sourced asset inflows, both IM and banking, and future fee appointments. * Work with teams on opportunities sourced by other functional team members. * Responsible for achievement and support of organic growth of assets and revenue goals assigned to team and practice. To be successful in this role, we're seeking the following: * Bachelor's degree or the equivalent combination of education and experience is required. * Advanced/graduate degree preferred or equivalent work experience. * 6+ years of experience in fiduciary administration, including fiduciary taxation, and have managed large client relationships. * The qualified candidate must be self-motivated and possess very strong interpersonal communication and presentation skills, as well as excellent written and verbal communication skills as this position deals directly with key clients, prospects as well as legal, tax and insurance advisors. * CTFA, CFP strongly preferred. Complimentary professional designations a plus. At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn Here's a few of our recent awards: * America's Most Innovative Companies, Fortune, 2025 * World's Most Admired Companies, Fortune 2025 * "Most Just Companies", Just Capital and CNBC, 2025 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans. BNY assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $68,000 and $164,500 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNY total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs. This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors.
    $68k-164.5k yearly 50d ago

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