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.

Fiduciary Trust International is hiring a Supervisor of Investor Services to join our Saint Petersburg, FL office. This role will report directly to the Head of Investor Services and is responsible for administrative oversight of the Data Analysis team while providing support to the Director of investor Services to drive strategic and tactical initiatives across diverse services performed within the department.

Responsibilities include:

• Oversee a small team of Data Analysis professionals with varying levels of experience through coaching and development and performance management.
• Oversee functions performed by the Data Analysis team including customized financial reporting tasks for HNW clients, collaborating with various client service teams, operations, and other departments to facilitate solutions and assistance wherever needed.
• Oversee maintenance and support of outbound data file services.
• Ensure accurate and timely processing of all activities related to customized financial reporting tasks performed by the Data Analysis Team.
• Work directly with the Head of Investor Services to provide fluid management reporting to monitor the broader investor services business including sales activities including tracking of new and lost business, and profitability.
• Assist leadership team to monitor, evaluate, and identify gaps in processes to improve the efficiency and effectiveness of activities and tasks across the broader Investor Services Department.
• Work with the leadership team to ensure all outstanding items are resolved in a timely manner.
• Develop and maintain business workflows and procedures in a central repository.
• Assist with projects and initiatives involving gathering and presenting key metrics and data in or to drive business strategies.

Qualifications:

• Bachelor's degree or equivalent experience
• Advanced experience in financial reporting within the financial services industry.
• Comprehensive background and understanding of front, middle, and back-office processes.
• 5-8 years of related work experience
• Knowledge of business desktop applications (i.e., Microsoft Word, Outlook, Excel, PowerPoint, etc.)

Knowledge, Skills, and Abilities: 

• Strong people skills with the ability to interact with colleagues.
• Detail-oriented with the ability to multi-task and meet deadlines. 
• Ability to work in a collaborative environment within the FTCI business objectives. 
• Ability to maintain confidentiality.
• Exceptional customer service skills
• Excellent verbal and written communication skills
• Ability to effectively prioritize and adapt to changing workloads and deadlines.
• Lead others to solve complex problems where significant initiative and independent judgment is required.
• Ability to anticipate service level issues and proactively escalate.
• Ability to work well independently and effectively in a hybrid / remote environment; must be able to self-manage time and be available during normal business hours.
• Ability to manage sensitive and confidential information.
• Ability to develop solutions to a variety of complex problems.
• Must be able to make decisions quickly and appropriately, sometimes in the absence of detailed instructions.

Compensation: Franklin Templeton offers employees a competitive and valuable range of total rewards—monetary and non-monetary — designed to support their well-being and recognize their time, talents, and results. Along with base compensation, employees are eligible for an annual discretionary bonus, a 401(k) plan with a generous match, and recognition rewards. We also offer a comprehensive benefits package, which includes a range of competitive healthcare options, insurance, and disability benefits, employee stock investment program, learning resources, career development programs, reimbursement for certain education expenses, paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays) and a motivational wellbeing program. We expect the base salary for this position to range between $86,700-102,100, depending on location and level of relevant experience, plus discretionary bonus.

#LI-US

#Hybrid

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

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 accommodations@franklintempleton.com. 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.