VP Global Shareholder Services (TA Oversight)

Posted 3 Days Ago
Be an Early Applicant
Luxembourg
Senior level
Financial Services
The Role
This role leads the EMEA TA Oversight team, ensuring customer service excellence, regulatory alignment, and strategic change management while managing outsourced relationships.
Summary Generated by Built In

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! 

About the Department

Global Shareholder Services (GSS), part of Global Operations, delivers operational excellence across regions and cultures. The team partners with business leaders and external stakeholders to shape long-term strategy, ensuring consistent customer experience and protecting shareholder interests. As VP Global Shareholder Services (TA Oversight), you lead the EMEA (excluding UK/Ireland) TA Oversight team, drive strategic change, support employee development, and ensure regulatory alignment. Franklin’s investment in future-proofing TA models includes building strategy for tokenised funds.

How You Add Value

Core Responsibilities

  • Lead the EMEA TA division to deliver excellent customer service

  • Make decisions that protect shareholders, funds, and the enterprise

  • Contribute to the Luxembourg Management Company roadmap

  • Represent GSS internally and externally

  • Build relationships to influence decisions and drive change

  • Act as TA Conducting Officer within Lux Manco

  • Promote accountability and adherence to objectives

  • Align priorities with organisational goals

  • Balance global and local needs

  • Ensure operations follow risk and control principles

  • Manage outsourced relationships to deliver value

Strategic Responsibilities

  • Develop and execute strategic plans

  • Lead through complex change

  • Monitor industry and regulatory trends

  • Sponsor strategic initiatives

  • Guide cross-functional leadership

  • Define future roles and skillsets

  • Assess workforce trends

  • Support employee growth and wellbeing

Team & Collaboration

  • Lead with a global mindset

  • Collaborate across business lines

  • Engage with industry peers

  • Build a strong peer network

  • Support talent reviews

  • Advise on performance and hiring

  • Share expertise across functions

What Will Help You Be Successful in This Role

Experience, Education & Certifications

  • Bachelor’s degree or equivalent experience

  • Deep knowledge of offshore fund distribution and Luxembourg TA

  • Experience with outsourced TA providers

  • Recognised technical/business expert

  • 5–10 years in staff and project management

  • Experience working cross-functionally without direct authority

Experience our welcoming culture and reach your professional and personal potential!

Building teams with diverse skills, backgrounds, and experiences has always been important to us. Fostering an inclusive culture where employees feel safe to share their opinions is not only beneficial for our people but also drives innovation and enables us to deliver better client outcomes. So, regardless of your interests, lifestyle, or background, there’s a place for you at Franklin Templeton. We provide you with tools, resources, and learning opportunities to help you excel in your career and personal life.

Hear more from our employees
We want our employees to thrive. By joining us, you will become a 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 you covered.
 

Learn more about the wide range of benefits we offer at Franklin Templeton

 *Please note: the above benefits and their design & application will vary country-to-country. Also, the benefits offered to temporary employees can vary depending on the country. More information can be obtained when speaking with Franklin Templeton HR.
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.

If you believe that you need an accommodation or adjustment 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 you are applying for. It may take up to three business days to receive a response to your request. Please note that only requests for arrangements will receive a response.

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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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