Fiduciary Trust International is a premier investment and wealth management firm with a commitment to growing and protecting wealth across generations. We offer a dynamic and collaborative approach to managing wealth for high-net-worth and ultra high-net-worth individuals and families, family offices, endowments, foundations, and institutions. Our investment managers, tax and estate planning professionals work together to develop holistic strategies to optimize clients’ portfolios while mitigating the impact of taxes on their wealth. As a fiduciary, the guidance we provide is in the best interests of our clients, without conflict or competing benefits. We offer boutique customization and deep expertise in specialized investment, tax and planning strategies alongside sophisticated technology and custody platforms.
Fiduciary Trust International is owned by Franklin Templeton, a dynamic firm that spans asset management, wealth management, and fintech, giving us many ways to help investors make progress toward their goals. With clients in over 150 countries and offices on six continents, you’ll get exposed to different cultures, people, and business development happening around the world.
About the Department:
Fiduciary Trust International (FTI), a Franklin Templeton company, is a leading provider of comprehensive wealth management solutions for high-net-worth individuals, families, foundations, and endowments. With a strong fiduciary heritage, FTI offers personalized trust and estate services, investment management, and administrative solutions designed to preserve and grow client wealth across generations. Known for its client-first culture, rigorous risk management, and collaborative approach, Fiduciary Trust International combines deep expertise with the global resources of Franklin Templeton to deliver tailored, long-term financial outcomes.
The AI, Data, and Process Optimization team drives operational excellence by combining analytics, automation, and AI to deliver measurable business impact. We partner with business and technology teams to identify inefficiencies, improve controls, and enhance client and employee experiences. Joining this team means working on high-visibility initiatives that transform processes and enable innovation across the organization.
How You Will Add Value?You will lead end-to-end process optimization engagements from discovery to benefit tracking.
You will use process mining and analytics to identify bottlenecks, rework, and control gaps.
You will define process KPIs and dashboards to monitor performance and drive accountability.
You will collaborate with Technology and Data teams to source and improve event data quality.
You will facilitate workshops to map current and future-state processes using standard formats.
You will drive root-cause analysis and prioritize remediation actions for sustainable improvements.
You will support governance for continuous improvement and promote adoption through training.
You will communicate progress, risks, and outcomes to senior stakeholders with executive-ready updates.
Experience, Education & Certifications:
Bachelor’s degree in business, engineering, information systems, or related field (advanced degree preferred).
7+ years in process improvement, operational excellence, or business transformation; financial services experience is a plus.
Technical Skills:
Hands-on experience with process mining tools (e.g., Celonis, QPR, UiPath Process Mining).
Knowledge of Lean, Six Sigma, Theory of Constraints, and BPM; certification is a plus.
Strong data literacy with ability to work with event logs and define metrics; SQL and BI experience is a plus.
Proficiency in Python or SQL.
Soft Skills:
Strong facilitation, stakeholder management, and communication skills.
Ability to influence across functions and manage multiple initiatives in a fast-paced environment.
Demonstrated ability to collaborate effectively with cross-functional teams.
Work Shift Timings - 2:00 PM - 11:00 PM IST
Our culture is shaped by the variety of perspectives and experiences brought by talent from around the world. Regardless of your interests, lifestyle, or background, there’s a place for you at Franklin Templeton. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life.
By joining us, you will become part of 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 maintaining your physical and mental health, saving for life’s adventures, taking care of your family members, or making a positive impact in your community, we aim to have them covered.
Learn more about the wide range of benefits we offer at Franklin Templeton
*Most benefits vary by location. Ask your recruiter about benefits in your country.
Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and 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.
If you believe that you need an accommodation or adjustment, due to a medical condition or disability, to search for or apply for one of our positions, please send an email to [email protected]. In your email, please include the accommodation or adjustment you are requesting, the job title, and the job number of the position 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.
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