Franklin Resources-posted 3 months ago
$71,000 - $90,000/Yr
Full-time • Mid Level
Radnor, PA
5,001-10,000 employees
Securities, Commodity Contracts, and Other Financial Investments and Related Activities

Fiduciary Trust International is hiring a Business Analyst, Fee Department who will report into the Manager-Fee Department. Our Fee Department is responsible for all fee-related operations within Fiduciary Trust International, across 15,000+ accounts and 500 fee packages and over $200 million in fee collection. The Business Analyst supports Fiduciary Trust's front office teams with fee analysis, scenario modeling, and documentation. The role also tracks all departmental performance metrics and plays a key role in maintaining billing accuracy, transparency, and audit readiness. While not client-facing, the analyst is integral to supporting fee-related aspects of client meetings and decision-making.

  • Prepare detailed fee analyses, including custom scenario modeling to support front office engagement and client meetings.
  • Serve as the primary point of contact for internal fee inquiries and explanation of complex pricing structures.
  • Track and report on all KPIs, quality and accuracy metrics, and SLA performance for the fee department. This includes set up, analysis and reporting related to 'Fee Oversight Framework'.
  • Document grandfathered fees, exceptions, and special arrangements with accuracy and clarity.
  • Collaborate with the Manager on daily operations and issue resolution.
  • Assist in testing and validating new or updated fee logic in the system and support project work.
  • Assist with annual fee review with front office.
  • 3-6 years of experience in fee billing, wealth management, or trust accounting.
  • Strong Excel and modeling skills; ability to generate client-ready analysis.
  • Excellent collaboration and communication skills, especially with front office teams.
  • Experience with SWP by SEI and/or Global Plus by FIS desired; experience with trust accounting systems preferred but not required.
  • Advanced analytical skills required.
  • Familiarity with programming or scripting languages considered a plus but not required.
  • Competitive and valuable range of total rewards-monetary and non-monetary.
  • Annual discretionary bonus.
  • 401(k) plan with a generous match.
  • Comprehensive benefits package including healthcare options, insurance, and disability benefits.
  • Employee stock investment program.
  • Learning resources and career development programs.
  • Reimbursement for certain education expenses.
  • Paid time off including vacation, holidays, sick leave, parental & caregiving leave, bereavement, volunteering, and floating holidays.
  • Motivational wellbeing program.
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