Senior Specialist - Middle Office Client Services

Posted Yesterday
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Edinburgh, Midlothian, Scotland, GBR
In-Office
Senior level
Financial Services
The Role
Serve as a trusted operational partner to portfolio managers and traders, providing expert support for trading activities, market onboarding, and investment operations. Lead cross-functional initiatives, resolve complex product/technology issues, coordinate with business, ops, and external partners, and support new product and market launches to improve front-office efficiency and client outcomes.
Summary Generated by Built In

At Franklin Templeton, we believe success is built through powerful partnerships. As a forward thinking asset manager, we build dynamic relationships with clients, understand their goals, and navigate complex markets together. We leverage cutting edge strategies and deep insights to unlock opportunities for long term wealth creation. Our talented, global teams bring expertise that is both broad and unique.


From our welcoming, inclusive, and supportive culture to our globally diverse business, we offer opportunities not only to help you reach your potential, but also to contribute to our clients’ success.

About the department

The Middle Office Client Services PM & Trading Services team serves as a strategic operational partner to Franklin Templeton’s Portfolio Management and Trading functions, providing end-to-end support for trading activities, new product launches, market onboarding, and complex investment operations. Working closely with front-office, risk, compliance, technology, and external counterparties, the team helps drive operational efficiency, mitigate risk, and deliver seamless support across global markets and asset classes.


How you will add value

Core Responsibilities

  • You will serve as a trusted operational partner to Portfolio Managers and Traders.

  • You will provide expert support across trading activities, market onboarding, and investment operations.

  • You will act as the primary contact for complex product, market, and technology- related queries.

  • You will lead cross-functional initiatives that enhance front-office support and client outcomes.

  • You will coordinate with business, operations, technology, and external partners to resolve issues.

  • You will represent Middle Office Client Services on strategic projects, technical forums, and industry initiatives.

  • You will support the development and launch of new products, markets, and investment capabilities.


What will help you be successful in this role

Education and Experience

  • 8–12 years of experience in Global Trade Support, investment operations, or front- office support functions.

  • Experience within asset management, mutual funds, investment banking, or related financial services environments.

  • Proven ability to lead complex issue resolution across operations, technology, and business teams.

  • Advanced knowledge of securities products, market structures, trade lifecycle processes, and settlements.

  • Advanced relationship management experience with custodian banks, counterparties, and key stakeholders.

  • Strong leadership, communication, and interpersonal skills, with the ability to influence cross-functional teams.

  • MBA, Claritas, CISI Investment Administration Qualification, SOTC, or similar industry qualifications are advantageous.

  • Six Sigma Green Belt, local securities qualifications, or comparable process improvement experience preferred.

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.


As part of our commitment to fostering a diverse and inclusive work environment, we welcome applicants with flexible working arrangements in their current roles or those seeking a flexible working pattern. We encourage you to communicate any preferences for flexible working so that we can consider this during our hiring process. Additionally, returners – individuals who have taken a break from work – are also encouraged to explore our job opportunities.


As a registered UK Disability Confident Committed Employer, we encourage you to disclose if you consider yourself to have a disability as part of your application. This information enables us to provide the necessary support and leverage your unique talents effectively.

Skills Required

  • 8-12 years of experience in Global Trade Support, investment operations, or front-office support functions
  • Experience within asset management, mutual funds, investment banking, or related financial services environments
  • Proven ability to lead complex issue resolution across operations, technology, and business teams
  • Advanced knowledge of securities products, market structures, trade lifecycle processes, and settlements
  • Advanced relationship management experience with custodian banks, counterparties, and key stakeholders
  • Strong leadership, communication, and interpersonal skills, with the ability to influence cross-functional teams
  • MBA, Claritas, CISI Investment Administration Qualification, SOTC, or similar industry qualifications
  • Six Sigma Green Belt, local securities qualifications, or comparable process improvement experience

Franklin Templeton Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Franklin Templeton and has not been reviewed or approved by Franklin Templeton.

  • Retirement Support Retirement programs, including a notably strong 401(k) match and access to an employee stock purchase option, are positioned as key strengths. These features are described as meaningful contributors to total compensation.
  • Leave & Time Off Breadth Flexible work arrangements, paid volunteer time, and a defined paid parental leave minimum support strong work–life balance. Time-off breadth is frequently highlighted as a bright spot in the overall package.
  • Strong & Reliable Incentives A bonus structure that pays out regularly and a pay-for-performance philosophy add meaningful upside to cash compensation. Incentives can be particularly impactful in certain functions and levels.

Franklin Templeton Insights

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The Company
HQ: San Mateo, CA
11,198 Employees
Year Founded: 1947

What We Do

Franklin Resources, Inc. [NYSE:BEN] is a global investment management organization with subsidiaries operating as Franklin Templeton (www.franklinresources.com). The products, services, information and materials referenced in this site may not be available to residents in certain jurisdictions. Consult with an investment professional or contact your local Franklin Templeton office for more information. This site and the information contained herein is not intended to constitute an offer to sell or an invitation or solicitation of an offer to buy any product or service by Franklin Templeton. Nothing in this website should be construed as investment, tax, legal or other advice. All investments involve risks, including potential loss of principal. LinkedIn is owned by a third party unaffiliated with us. We are not responsible for LinkedIn’s privacy, security, or terms of use policies that control this service, nor their content, software, or tools (or those of any third party’s) that are available through links from this page. You use any third-party site/media, software and materials at your own risk. US readers: This material is being distributed in the U.S. by Franklin Distributors, LLC. Member FINRA/SIPC and only offers U.S. registered Franklin Templeton products. View our Terms and Conditions at: https://www.franklintempleton.com/help/social-media-guidelines/linkedin-guidelines Non-US readers: View our Terms and Conditions at https://www.franklinresources.com/resources/linkedin ©2022 Franklin Templeton. All rights reserved.

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