Intermediary Financing and Governance Consultant
Intermediary Financing and Governance 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
At the heart of the International Intermediary Oversight (IIO) Department, Intermediary Financing and Governance (IFG) ensures that every client payment is accurate, timely, and compliant. We lead strategic projects such as system migrations, and intermediary rationalization—all designed to strengthen payment integrity and operational efficiency. By automating processes, improving controls, and staying aligned with regulations and business goals, IFG ensures every payment is accurate and every transaction meets the highest standards. If precision, accountability, and making an impact in financial operations excite you, this is your chance to join a team that sets the standard for excellence.
How you will add value
Core Responsibilities
- You will ensure precise calculation and timely release of commission fees to clients.
- You will partner with Transfer Agency and Sales teams (all regions) to ensure accurate fee setup.
- You will investigate and resolve payment discrepancies with diligence and speed.
- You will respond promptly and professionally to internal client inquiries.
- You will escalate unresolved issues to appropriate stakeholders for resolution.
- You will identify recurring exceptions and recommend process improvements.
Strategic Responsibilities
- You will lead or contribute to ad-hoc projects that drive operational excellence.
- You will provide insights to improve client experience and support global distribution strategies.
What will help you be successful in this role
- Strong attention to detail and analytical thinking.
- Advanced Excel skills, including formulas and data analysis.
- Willingness to work in a hybrid model with 3 days per week in the office.
- Experience in financial operations or Transfer Agency preferred.
- Effective communicator and relationship builder.
- Proactive mindset in dynamic environments.
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
