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**Operations Analyst (Client Onboarding) - GOE** Lead operational client onboarding, facilitate regulatory compliance, and manage billing reconciliation for wealth and retirement management clients. Key responsibilities include fee calculation, error analysis, and process improvement. Utilize advanced Excel skills and digital tools to streamline workflows within the Goals Optimization Engine (GOE) team, partnering with sales, finance, and compliance. Requires 3-5 years of operations or analyst experience in a regulated environment. Must have strong Excel skills and experience with digital tools. Offered is a 2 PM - 11 PM IST work shift. Franklin Templeton cultivates a diverse, inclusive culture with comprehensive employee benefits.
- Compensation
- Not specified
- City
- Hyderabad
- Country
- India
Currency: Not specified
Full Job Description
At Franklin Templeton, were driving 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 thats both broad and unique. From our welcoming, inclusive, and flexible culture to our global and diverse business, we offer opportunities not only to help you reach your potential but also to contribute to our clients achievements.
Come join us in delivering better outcomes for our clients around the world!
About The Department:
Franklin Templetons proprietary Goals Optimization Engine (GOE) is a patented B2B2C digital platform that delivers goals-based wealth and retirement solutions across multiple distribution channels and global markets. The team partners closely with U.S. Client Success, Sales, and Finance to support onboarding, billing, and compliance in a regulated, control focused environment. Team members collaborate cross functionally, drive process improvements, and gain broad exposure to global digital wealth and retirement operations.
How you will Add Value?
You will lead operational onboarding for retirement and wealth management clients.
You will perform Office of Foreign Assets Control screening and document investigation outcomes.
You will calculate and validate managed account fees in accordance with contractual schedules and asset tiers.
You will reconcile billing outputs and resolve discrepancies in partnership with Finance and clients.
You will analyze errors, identify root causes, and recommend preventive controls.
You will maintain documentation, internal controls, and audit readiness across operational processes.
You will support automation initiatives and agentic AI workflow enhancements to improve efficiency and accuracy.
What will help you be Successful in this Role?
Experience:
35 years of experience in an operations, business operations, or analyst role.
Experience working in regulated, risk-aware, or control-focused environments.
Technical Skills:
Strong Microsoft Excel skills for transaction processing, reporting, and data analysis.
Experience using digital tools, including AI-enabled tools, to improve productivity and workflow efficiency.
Soft Skills:
Strong analytical, organizational, and written and verbal communication skills.
High attention to detail with effective prioritization and time management skills.
Ability to manage deadlines and deliver high-quality work in a service-oriented environment.
Work on-site
Demonstrated ability to identify process improvement opportunities and support change effectively.
Proactive and adaptable mindset with a strong sense of ownership, accountability, and openness to change.
Work Shift Timings - 2 PM - 11 PM IST
Experience our welcoming culture and reach your professional and personal potential!
Our culture is shaped by our diverse global workforce and strongly held core values. Regardless of your interests, lifestyle, or background, theres 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.
Hear more from our employees
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 lifes adventures, taking care of your family members, or making a positive impact in your community, we aim to have them covered.
Highlights of our benefits include:
Professional development growth opportunities through in-house classes and over 150 Web-based training courses
An educational assistance program to financially help employees seeking continuing education
Medical, Life and Personal Accident Insurance benefit for employees. Medical insurance also cover employees dependents (spouses, children and dependent parents)
Life insurance for protection of employees families
Personal accident insurance for protection of employees and their families
Personal loan assistance
Employee Stock Investment Plan (ESIP)
12 weeks Paternity leave
Onsite fitness center, recreation center, and cafeteria
Transport facility
Child day care facility for women employees
Cricket grounds and gymnasium
Library
Health Center with doctor availability
HDFC ATM on the campus
Learn more about the wide range of benefits we offer at Franklin Templeton
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.
Franklin Templeton is committed to fostering a diverse and inclusive environment. 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 accommodations@franklintempleton.com. 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 accommodation requests will receive a response.
