Digital Solutions Consultant
2 weeks ago
We are looking for a Digital Solutions Consultant join our Digital Strategy & Wealth Management team in the US.
What 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.
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-
- 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 model
- Qualifications_- 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- 3+ years of relevant industry experience
- Nice if you have_- Good understanding of investment and/or Wealth Management business and processes- Experience with platform integrations (e.g., interfaces, APIs)
LI-UK
- 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:_
- Contributory pension scheme
- Private healthcare plan
- PHI
- Life insurance
- Employee Stock Investment Program
- Incentive plans
- Purchase of company funds with no sales charge
- Educational reimbursement
- On-site training
- We 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
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