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Franklin Templeton

Global asset management and investment services

Rotational Development Futures Program - Fiduciary Trust

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours
Full-timeNew York, NY, USA

About the Job

Requirements

  • A bachelor's degree in Finance, Economics, Business, or a related field by June 2027.
  • Internship or relevant experience in wealth management, trust and estate services, financial planning, or a related financial services field.
  • Proficiency in Microsoft Excel and other digital tools.
  • Ability to use data and digital tools to support analysis and decision-making.
  • Strong analytical thinking and problem-solving skills.
  • Ability to synthesize complex information and communicate insights clearly.
  • Ability to work effectively in a fast-paced environment.
  • Ability to build effective working relationships across teams.
  • Detail-oriented, highly organized, and committed to producing accurate, high-quality work.
  • Demonstrated interest in wealth management, trust and estate services, financial planning, and helping clients achieve clients’ long-term financial goals.
  • Interest in delivering client service with integrity.

Responsibilities

  • Complete four six-month rotations, contributing to team goals and building professional skills.
  • Gain foundational exposure to Franklin Templeton’s products and clients during the first rotation.
  • Build a broader understanding of the firm before moving into rotations more closely aligned to the strategic focus area.
  • Perform project work and collaborate across functions in areas related to wealth management, trust administration, client service, and investment oversight.
  • Develop technical expertise and a comprehensive understanding of how Fiduciary Trust supports individuals, families, and institutions in achieving long-term financial and legacy goals.
  • Participate in on-the-job experience, training, networking opportunities, and mentorship from a Franklin Templeton leader.
  • Join the New York, NY office in Fall 2027.

About the Company

Franklin Templeton

Global asset management and investment services

Franklin Templeton is an asset management firm that provides a variety of investment products and services to different types of clients, including individual investors and institutions. The company specializes in mutual funds, systematic investment plans (SIPs), and lump-sum investment options, focusing on active investment management. This means they use their research and expertise to make informed investment decisions for their clients. Franklin Templeton stands out from its competitors with a strong distribution network across India, having offices in over 34 cities and collection centers in more than 100 locations, along with a comprehensive digital platform that offers tools for investors. The company's goal is to effectively manage assets for their clients while providing a range of financial services that cater to both retail and institutional investors.

Company size
51-200
Company stage
IPO
Headquarters
San Mateo, CA
Founded
1947

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