Intermediary Due Diligence Consultant
Intermediary Due Diligence Consultant
Poznań
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 and diversified 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
The Intermediary Due Diligence (IDD) team is part of the International Intermediary Oversight (IIO) Department. We ensure compliance and uphold the integrity of intermediary oversight across global operations. Our team collaborates internationally to support over 1,000 intermediaries. Joining us means working in a dynamic, cross-functional environment where your contributions directly impact regulatory excellence and client trust.
How you will add value
Core Responsibilities
- You will manage daily due diligence for global intermediaries.
- You will coordinate and complete initial and periodic reviews.
- You will prepare reports for approval by compliance officers.
- You will gather documentation and lead virtual meetings.
- You will monitor delegate compliance with contracts.
- You will build strong relationships with senior stakeholders.
- You will improve oversight frameworks for distribution and marketing.
- You will support cross-regional projects and initiatives.
- You will manage external due diligence and KYC providers.
- You will deliver operational support to oversight and sales teams.
- You will provide insights to enhance client experience.
- You will collaborate on regulatory changes with Legal and Compliance.
- You will maintain audit-ready policies and procedures.
- You will support audits and regulatory inquiries.
What will help you be successful in this role
Experience, Education & Certifications
- 3–5+ years in asset management or investment funds
- Knowledge of Know Your Customer (KYC) and Anti-Money Laundering (AML)
- Fluent in English; other languages are a plus
- Technical Skills
- Strong planning and analytical skills
- High attention to detail
Soft Skills
- Effective stakeholder and client engagement
- Initiative and adaptability in evolving environments
- Independent problem-solving
- Constructive communication and collaboration
Work Schedule & Location
You will work from 9:00 to 17:30 with a 30-minute break.
This is a hybrid role based in Poznań, with 3 days in the office and 2 days remote.
Experience our welcoming culture and reach your professional and personal potential!
Building teams with diverse skills, backgrounds, and experiences has always been important to us. Cultivating an inclusive culture where employees feel safe to share their voices is not only beneficial for our people, but also drives innovation and enables us to deliver better client outcomes. So, no matter your interests, lifestyle, or background, there’s a place for you at Franklin Templeton. We will provide you with tools, resources, and learning opportunities to help you excel in your career and personal life.
We want our employees to be at their best. By joining us, you will connect with 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 staying physically and mentally healthy, saving for life's adventures, taking care of your family members, or making a positive impact in your community, we aim to have you covered.
Learn more about the wide range of benefits we offer at Franklin Templeton in Poland
Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and existing 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.
Franklin Templeton is committed to fostering a diverse and inclusive environment. 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.
Franklin Templeton is committed to maintaining an ethical, transparent, and accountable work environment, which contributes to the integrity and success of the organization. We encourage the reporting of any known or suspected violations of national as well as EU laws through appropriate reporting channels available internally and externally. We ensure that whistleblowers who report such breaches are protected from retaliation and provided with safe and confidential reporting mechanisms.
Please see the procedure below – both in Polish and English
