At Franklin Templeton, we believe success is built through powerful partnerships. As a forward‑thinking asset manager, we build dynamic relationships with clients, understand their goals, and navigate complex markets together. We leverage cutting‑edge strategies and deep insights to unlock opportunities for long‑term wealth creation. Our talented, global teams bring expertise that is both broad and unique.

From our welcoming, inclusive, and supportive culture to our globally diverse business, we offer opportunities not only to help you reach your potential, but also to contribute to our clients’ success.

About The Department

- Franklin Templeton’s Goals Optimization Engine (GOE) is a patented digital platform that delivers goals-based wealth management solutions to clients through partners worldwide. The GOE Operations team supports the platform’s success by managing onboarding, billing, reporting, and operational processes. Team members collaborate closely with Product, Data, Finance, clients, and partners to ensure accurate service delivery. Joining the team offers exposure to a growing global business, direct engagement with senior leaders, and opportunities to build expertise in US wealth management and retirement markets.

How You Will Add Value?

Core Responsibilities

- You will oversee the investment fee billing cycle for all GOE clients and partners.
- You will validate fees against contractual pricing agreements.
- You will ensure accurate and timely invoicing.
- You will reconcile billing outputs to source data and keep a clear record of open and resolved variances.
- You will resolve billing exceptions and variances with clients, partners, and Finance.
- You will oversee and validate Assets Under Management (AUM) reporting reconciling asset data to platform and partner sources ensuring reported AUM and billed fees remain accurate.

Strategic Responsibilities

- You will partner with Product and Data teams to translate billing and AUM reporting needs into explicit technical requirements.
- You will drive implementation, testing, and ongoing billing process improvements, including automation of manual steps.
- You will define billing and AUM reporting requirements for new client and partner launches.




- You will lead validation, User Acceptance Testing (UAT), and post launch for new client and partner launches.

Team & Collaboration

- You will provide reporting and insights to leadership. You will give leadership a clear view of billing health through recurring reporting on cycle completion, unresolved variances, and exceptions.
- You will manage billing activities within Jira and internal processes.
- You will protect billing accuracy and audit readiness through strong documentation and controls.
- You will trace data and file issues to their root cause, explain findings clearly to partners, Finance, and senior stakeholders, and work with Product and Data teams on preventive fixes.
- You will support operational and regulatory deliverables.

What Will Help You Be Successful in This Role? Experience, Education &

Certifications

- Bachelor’s degree in a relevant discipline.
- 5–8 years of financial services operations experience, including 3+ years in billing oversight, fee validation, revenue operations, or reconciliation.
- Experience managing operational processes end-to-end.
- Proven ability to write clear business and technical requirements and work with Product, Data, or technology teams to deliver them through testing and implementation.
- Working knowledge of asset management, wealth management, or retirement plan fee structures, including tiered, AUM-based, and platform fees.
- Experience in regulated and control-focused environments.

Technical Skills

- Advanced Microsoft Excel expertise.
- Strong Jira proficiency.
- Billing and AUM variance analysis skills.
- Business analysis experience. (Preferred)
- Working knowledge of Structured Query Language (SQL). (Preferred)
- Confluence experience. (Preferred)
- Power BI or similar dashboarding experience. (Preferred)

Soft Skills

- Strong stakeholder management skills.




- Strong interpersonal skills, capable of building working relationships and influencing outcomes across cross functional teams where you have no direct authority.
- Excellent verbal and written communication.
- Strong analytical and problem-solving abilities.
- Experience supporting launches and implementations. (Preferred)
- Familiarity with AI and automation tools. (Preferred)

Work Shift Timings - 2:00 PM - 11:00 PM IST At Franklin Templeton, we believe your benefits should support your life, your goals, and your future. That’s why we offer a comprehensive Total Rewards package designed to help you thrive both personally and professionally. 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 employee’s 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

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. Artificial intelligence or automated tools may be used to assist in the screening, assessment, or selection of applicants for this position.

📌 Sr Operations Analyst (Billing, JIRA, Reconciliation) (India)
🏢 Franklin Templeton
📍 India