Sr Associate, Private Markets Investor Services

Franklin Templeton•St. Petersburg, FL

3d•$100,000 - $105,000•Hybrid

About The Position

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! At Franklin Templeton, everything we do is focused on one thing – delivering better client outcomes. We do that by partnering closely with our clients, assessing their strategic needs, and identifying the solution or solutions that can meet the challenge. Over 9,500 employees working in 34 countries around the world are dedicated to servicing investment solutions for our clients in more than 160 countries. For more than 70 years our success has been a direct result of the talent, skills and persistence of our people, and we are looking for qualified candidates to join our team. What is the Investor Services group responsible for? Global Investor Services is a fully integrated, end‑to‑end function within Franklin Templeton Private Markets, responsible for delivering a white‑glove, client‑centric service model across the full product and platform lifecycle. The team partners closely with Product, Sales, Legal, Compliance, Fund Administration, Transfer Agents, Broker Dealers/RIAs and third‑party platforms to support product onboarding, ongoing operations, and investor servicing for Franklin Templeton’s Private Market/Alternatives investment offerings. Investor Services serves as the primary point of contact for internal and external inquiries, overseas key service providers, manages operational workflows such as subscriptions, capital activity, and reporting, and drives continuous improvement initiatives to enhance the investor and advisor experience globally. What is the Sr. Associate, Private Markets Investor Services responsible for? The Global Investor Services Associate supports day‑to‑day execution across client servicing, operational coordination, and inquiry management for Franklin Templeton Private Markets products. The role partners with senior Investor Services team members to ensure timely, accurate, and consistent handling of investor, advisor, platform, and internal inquiries, while helping maintain service standards and operational controls across the business. The Associate plays a key role in supporting product onboarding activities, ongoing fund operations, and platform relationships, while developing a strong understanding of Franklin Templeton Private Markets products, platforms, and servicing models. This position offers exposure across the full investor lifecycle and close collaboration with cross‑functional stakeholders globally.

Requirements

Typically, 5-8 years related experience in financial services, operations, client services, fund administration, transfer agency, custody, or a related role; experience supporting alternative investment products is a plus.
Strong organizational and time‑management skills, with the ability to manage multiple inquiries, tasks, and deadlines in a fast‑paced, service‑oriented environment.
Excellent written and verbal communication skills, with the ability to clearly and professionally interact with internal stakeholders, service providers, and client‑facing teams.
Demonstrated attention to detail and ability to follow operational processes while identifying potential gaps, risks, or opportunities for improvement.
Comfort working across teams and functions, including Product, Sales, Legal, Compliance, Fund Administration, and external partners.
Proficiency with Microsoft Office applications (Excel, Word, PowerPoint); experience with CRM, workflow, or inquiry management systems is a plus.
Analytical mindset with the ability to interpret information, track issues through resolution, and support reporting or documentation efforts.
Intellectual curiosity, strong work ethic, and a desire to learn Franklin Templeton Private Markets products

Responsibilities

Serves as a point of support for internal and external inquiries related to Franklin Templeton Private Markets products, including subscriptions, redemptions, capital calls, distributions, statements, tax documentation, and general operational questions, ensuring same‑day acknowledgment and timely resolution in line with Investor Services standards.
Assists in managing inquiry intake, tracking, documentation, and follow‑up, helping maintain a single source of truth for client communications and identifying recurring themes, trends, and opportunities for process improvement.
Partners with senior team members to support product onboarding and platform launches, including coordinating operational setup, documentation readiness, and ongoing servicing requirements with internal teams and external partners.
Supports oversight of Transfer Agents, fund administrators, and other service providers by assisting with data reviews, issue tracking, escalation coordination, and service‑level monitoring.
Collaborates with Product, Sales, Legal, Compliance, and Finance teams to support fund events such as launches, tenders, mergers, repurchase offers, and other strategic initiatives.
Assists in maintaining and enhancing centralized tools, resources, and written materials (e.g., FAQs, platform guides, workflow documentation) to promote consistency and efficiency across Investor Services operations.
Participates in operational projects and continuous improvement initiatives, including process documentation, workflow analysis, and adoption of new servicing tools or technologies.
Develops a working knowledge of Franklin Templeton Private Markets products, platforms, and investor servicing processes, with a focus on delivering a high‑quality, white‑glove client experience.
Develop and cultivate policies and procedures.

Benefits

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.
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