FATCA & CRS Oversight Manager

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!

Who are GSS FATCA & CRS Oversight (FCO)?

The GSS department provides back-office support and oversight for the International Franklin Templeton, including our UK, Ireland and Luxembourg domiciled fund ranges. In line with the Franklin Templeton Code of Conduct, ensuring the highest standards of honest conduct and business ethics in all aspects of business activities, the team support the organisation by performing oversight assurance of outsourced service providers, Stakeholder support, and Product/Change Management.

Franklin Templeton participates in the Automated Exchange of Information (AEoI) following the implementation of FATCA (US) and CRS (Rest of World) reporting required to assist the ability to combat tax evasion and money laundering. 

The FCO team focus on the implementation of Franklin Templeton FATCA & CRS policy both by the organisation, outsourced Transfer Agents (TA) and additional third parties.

What will this role entail?

You will be responsible for owning the oversight and monitoring of vendors, ensuring controls, policies, & procedures are well document, lead partner assessments, maintaining databases of reporting entities, prepare and review communications to various boards, and implement rule changes with multiple partners. Managers ensure a diligent execution of data preparation for annual submissions and provide subject matter expertise to the business to assist with responses to various local Tax Authorities and assisting with any major escalations relating to AEoI tasks.

What are the ongoing responsibilities of FATCA & CRS Oversight Manager?

• Lead the team in ensuring appropriate FATCA & CRS governance is in place

• Review vendor processes to identify gaps and deficiencies in FT policy compliance

• Sign off on GSS FATCA & CRS policies and procedures

• Own reporting of data to various internal stakeholders

• Implement rule changes with third parties

• Manages through subordinate leaders and/or professionals to manage workgroup or department within GSS.

• Engages team, develops direct reports, influences downstream developmental efforts, and guides subordinate leaders in managing pay for performance philosophy.

• Collaborates locally and across regions with cross-functional leaders to plan for and manage short to mid-term objectives and builds relationships with business partners and/or industry contacts to drive the business.

What ideal qualifications, skills & experience would help someone to be successful?

• Has experience working with external vendors, preferably Transfer Agents or Tax Advisers

• Has working knowledge of AEoI reporting, including FATCA & CRS regulation

• Has experience working with multiple jurisdictions, preferably across APAC, EMEA & Americas

• Has experience in leading a team

• Has strong analytical, organizational, and time management skills

• Excellent command of spoken and written English

• Proficient in MS Office

• Automation tools such as VBA Macros or Power Automate will be a plus