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Digital Solutions Consultant

Company: Franklin Templeton
Location: Rancho Cordova
Posted on: March 15, 2023

Job Description:

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 30 countries around the world are dedicated to servicing investment solutions for our clients in more than 155 countries. For more than 75 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.We are looking for a Digital Solutions Consultant join our Digital Strategy & Wealth Management team in the US.position can sit in St Peterburg, FL, NY, San Mateo, Rancho CordovaWhat is the Digital Strategy & Wealth Management (DSWM) group responsible for?Franklin Templeton's DSWM team is responsible for establishing and implementing Franklin Templeton's Digital Strategy, and the successful implementation of those strategies across wealth Management, banking and insurance, globally. The DSWM team develops high level digital capabilities and expertise giving Franklin Templeton (FT) the ability to expand distribution with existing and new clients and increase our revenue by participating in adjacent businesses across the wealth management value chain.What is the Digital Solutions Consultant responsible for? The Digital Solutions Consultant is responsible for leading the implementation and deployment of a new generation of digital distribution products at Franklin Templeton. You will manage high profile initiatives that redefine wealth management and retirement planning across the industry. Digital Strategy & Wealth Management deployments require a keen interest and preferably experience of investments and technology, in addition to strong project management and communication skills. You will become an expert on FT's digital offerings, with in depth knowledge of digital products that deliver success for clients. At FT, this also requires a broad knowledge of other disciplines across the organization that you will rely on to support your goals.You have a passion for crafting market leading Digital product experiences for our clients. This is an exciting opportunity to join a fast-growing entrepreneurial segment within FT and directly contribute to the development of a new business.The ideal candidate is comfortable working hands-on, is ambitious, and excels at execution, while also being flexible to changing priorities and often ambiguous requirements. You are a project manager, relationship manager and a problem solver with a key focus on identifying and solving issues that have a tangible business impact.What ideal qualifications, skills & experience would help someone to be successful?Key Responsibilities

  • The ability to understand and synthesize client objectives and goals, paired with accountability to deliver solutions
  • Engage with the Client to understand, redesign, and deploy strategic business workflows across the wealth management, retirement, and investment advisory business
  • Work directly with the Client to build and coordinate the implementation project plan, as well as the coordination of resources across multiple functional areas
  • Lead and document business and operational workflow design sessions covering all aspects of the client user journey
  • Lead, coordinate, and assist in client-specific configuration, testing and user training
  • Work closely with the Client and FT Product Managers to support client development needs
  • Maintain a detailed understanding of our products and services, market positioning and future capabilities to ensure clients take full advantage of our digital products and services
  • Participate in Presales activities - assisting in product demonstrations, implementation pre-planning and client due diligence, as a product/workflow subject matter expert.
  • Actively lead client communications regarding product changes and configurations,
  • Drive adoption of the platform and provide continuous education to clients on product roadmap/enhancements
  • Focus on continuous improvement to ensure each deployment improves the Implementation modelQualifications
    • Execution focused with experience managing Projects through to completion
    • Experience implementing scalable and repeatable business processes
    • Excellent interpersonal skills with proven ability to build relationships with internal and client senior management
    • Superior communication and presentation skills, with the ability to convey complex concepts simply and clearly to clients
    • Well organized with the ability to manage several priorities with a hands-on approach
    • Excellent creative, analytical and computer skills with an entrepreneurial approach to large, complex projects, and ability to execute autonomously
    • Enjoys a fast paced, high-intensity and complex environment, troubleshooting time critical issues and working with people
    • Excellent analytical and problem-solving skills
    • Strong attention to detail; willing to take proactive action, and desire to roll up sleeves
    • Established, relevant industry experience
    • Multi-lingual is highly advantageousNice if you have
      • Good understanding of investment and/or Wealth Management business and processes
      • Experience with platform integrations (e.g., interfaces, APIs)Franklin Templeton offers employees a competitive and valuable range of total rewards-monetary and non-monetary-designed to support the whole person and to recognize their time, talents, and results. Along with base compensation, other compensation is offered such as a discretionary bonus, 401k plan, health insurance, and other perks. There are several factors taken into consideration in making compensation decisions including but not limited to location, job-related knowledge, skills, and experience. At Franklin Templeton, we apply a total reward philosophy where all aspects of compensation and benefits are taken into consideration in determining compensation. We expect the salary for this position to range between$91,100-$107,200.What makes Franklin Templeton unique?In addition to the dynamic and professional environment at Franklin Templeton, we strive to ensure that our employees have access to a competitive and valuable set of Total Rewards-the mix of both monetary and non-monetary rewards provided to you in recognition for your time, talents, efforts, and results. .Highlights of our benefits include:
        • 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 cafeteriaWe believe that being a good corporate citizen is good business. To us, corporate citizenship means being accountable, serving our clients, being an employer of choice, managing our environmental impact, and supporting our communities. An emphasis on corporate citizenship is embedded in our culture and values, and is an important element of how we achieve success.We are also committed to your learning and development with resources focused around Experience, Exposure, and Education, to help you achieve your professional development goals.Franklin Templeton is an Equal Opportunity Employer. We are committed to equal employment opportunity for 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. We invite you to visit us at Franklin Templeton Careers to learn more about our company, career opportunities and recruitment process.Franklin Templeton is committed to fostering a diverse and inclusive environment. If you believe that you need an accommodation to search for, or apply for, one of our positions please send an email to accommodations@FranklinTempleton.com . In your email, please include the accommodation you are requesting and the job title and 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 accommodations will receive a response.

Keywords: Franklin Templeton, Rancho Cordova , Digital Solutions Consultant, Professions , Rancho Cordova, California

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