Distribution Oversight Consultant

Jesteśmy globalną organizacją inwestycyjną, a zarazem liderem w zarządzaniu aktywami, działającą na rynku jako Franklin Templeton. Nasza główna siedziba zlokalizowana jest w San Mateo (Kalifornia), a nasze oddziały i wspierające nas spółki zależne znajdują się w 35 krajach. Świadczymy usługi i rozwiązania inwestycyjne w ponad 150 państwach na całym świecie.

Distribution Oversight Consultant

The Distribution Oversight team is a part of Franklin Templeton International Services (FTIS). FTIS, the Luxembourg management company, performs an integral role in the European business strategy of Franklin Templeton.

FTIS is now looking for a team player with strong analytical skills as well as capability to support/establish processes since new regulations and regulatory updates will continue to have an impact on the financial industry and its participants. Successful candidate will contribute to the development and implementation of a robust distribution oversight framework covering over 1000 distributors worldwide. The Consultant role will require work in international teams and with global clients.

Working with us, you will be responsible for:

• Responsible for the day-to-day management of due dilligance process of FTIS distribution population. Managing requests and associated operational related activity for distributors.
• Coordinate and execute initial, on-going, and thematic due diligence reviews for distributors.
• Maintain RBAs (risk-based approach profiles) for distributors. Review internal and external delegates on a regular basis to ensure that the distributors are adhering to the contractual arrangements. Building and fostering relationships with key business partners, often at senior level to develop and maintain mutual understanding of regulatory requirements.
• Enhancing the operation of and contributing to the evolution of the distribution oversight workflows.
• Contribute to/ run ad-hoc projects and initiatives, collaborating and engaging with various internal functions across various regions.
• Support relationship with external provider for Due Diligence (UME)
• Providing operational expertise and efficiencies to support the Distribution Oversight and Sales teams across EMEA,
• Provide insights to the distribution team to improve the client experience and support with sales or distribution initiatives.
• Work closely with Compliance, Legal and AML teams during implementation or changes resulting from new regulation, existing CSFF rules or process improvements to understand impact to existing operations.
• Oversee maintenance of policies and procedures to ensure all key documents are robust under scrutiny.
• Asist in audits/ regulatory requests.

We are looking for candidates who:

• At least 5 years’ experience within the asset management/ investment funds industry, ideally with experience in implementing regulatory or business critical projects.
• Relationship management, collaboration with experience of positive, challenging interactions with Senior stakeholders.
• Candidate should have evidence of using effective planning and organizing skills in a previous role.
• Outstanding written and verbal communication skills in English.
• Attention to detail and analytical and problem-solving skills.
• Proven to take initiative in a changing/growing environment.
• Proactively monitor the distribution framework program to identify and address issues early, critically analyse problems and communicate potential issues impacting the organization.
• Ability to work with minimal supervision within a team environment.

We guarantee:

• Possibility to develop your career in a global environment
• Attractive location in the center of Poznań (New Market)
• Private Healthcare and Life Insurance
• Office gym
• MultiSport Program or MultiSport Cafeteria
• Investment Programs
• Learning resources (LinkedIn Learning, online and in-person trainings)
• Recommendation program (Employee Referral Network)
• Friendly and supportive working environment
• Participation in international projects
• Possibility to lead or support charity events
• Onsite kindergarten and creche
• Onsite canteen, discounted prices

Prosimy powołaj się na portal Mamo Pracuj składając aplikację

Cenimy rodziców. Są ważną częścią różnorodnej i inkuzywnej kultury Franklin Templeton. Dlatego staramy się zapewnić wielowymiarowe wsparcie tak, by mogli spełniać się w swoich życiowych rolach.