Strategic Initiatives Coordinator

Strategic Initiatives Coordinator

At Franklin Templeton, we're advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic 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 that's both broad and unique. From our welcoming, inclusive, and flexible culture to our global and diverse business, we provide opportunities to help you reach your potential while helping our clients reach theirs.

The Franklin Innovative Research, Strategies and Technology (FIRST) group brings together Franklin Templeton's teams focused on innovation initiatives, allowing for new synergies to emerge, linking our actions to our thought leadership / research, & offering a central point from which to coordinate broader firm activities & partner engagement.

Within this group, we are seeking a dynamic and proactive Strategic Initiatives Coordinator to support our Executive Reporting & Business Management team in a fast-paced and next-gen environment. This person will provide critical support by coordinating activities to support FIRST's strategic initiatives including building reports and dashboards, tracking key performance metrics, facilitating cross-functional coordination, and driving tasks to closure. This role combines project administration with operational support, ensuring strategic initiatives stay on track, communications flow smoothly, and leadership has clear visibility into progress and outcomes.

The ideal candidate is consistently proactive in moving deliverables forward and not only excels in traditional administrative tasks but will also leverage cutting-edge AI tools and technology to enhance productivity and streamline operations.

Project Coordination & Execution

Provide support in coordinating initiatives, ensuring deliverables, timelines, and key metrics are documented and tracked.

Follow up on outstanding tasks and drive items to closure across a wide range of stakeholders.

Support preparation and facilitation of meetings, including agendas, notes, action items, and follow-ups.

Reporting, Metrics & Dashboards

Build and maintain recurring reports, dashboards, and presentations to track progress on KPIs and strategic initiatives.

Monitor progress and provide regular updates to leadership, team members, and business partners.

Support data collection and validation for reporting accuracy.

Internal Communications & Team Operations

Draft and distribute internal communications, updates, and status reports.

Develop and maintain a calendar of activities and upcoming events to keep the team aligned.

Support the creation and organization of team content, materials, and knowledge repositories (e.g., SharePoint, Teams).

Assist in developing and executing communications plans for initiatives.

Event & Activity Support

Assist in planning and executing speaking events, conferences, and corporate functions, ensuring all logistical elements are managed efficiently.

Manage logistics for team activities, including scheduling, content preparation, note taking, and follow-up reporting.

Operations & Administrative Support

Regularly review processes and seek out ways to streamline, automate, and optimize our day-to-day tasks.

Provide general operations support, including document formatting, presentation development, and knowledge management.

Qualifications & Skills

Detail-oriented, proactive, and resourceful, with a "get it done" mindset.

Bachelor's degree in business, Communications, or related field.

13 years of experience in project coordination, business operations, or administrative support.

Experience utilizing AI tools and software applications that enhance productivity and communication.

Strong organizational skills with the ability to manage multiple priorities and deadlines.

Proficiency with Microsoft Office Suite (Excel, PowerPoint, Word, Outlook); familiarity with data visualization platforms (e.g., Power BI, Tableau) a plus.

Excellent written and verbal communication skills.

Comfort working in a fast-paced, cross-functional environment.

Strong problem solver with the ability to anticipate needs and manage competing priorities.

Exceptional attention to detail and the ability to multitask effectively.

Compensation Range : Franklin Templeton offers employees a competitive and valuable range of total rewardsmonetary and non-monetarydesigned to support their well-being and recognize their time, talents, and results. Along with base compensation, employees are eligible for an annual discretionary bonus, a 401(k) plan with a generous match, and recognition rewards. We also offer a comprehensive benefits package, which includes a range of competitive healthcare options, insurance, and disability benefits, employee stock investment program, learning resources, career development programs, reimbursement for certain education expenses, paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays) and a motivational wellbeing program. We expect the annual salary for this position to range between $74,900 - $102,100, depending on location and level of relevant experience, plus discretionary bonus.

Experience our welcoming culture and reach your professional and personal potential! Our culture is shaped by the variety of perspectives and experiences brought by talent from around the world. Regardless of your interests, lifestyle, or background, there's 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.

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 life's adventures, taking care of your family members, or making a positive impact in your community, we aim to have your needs covered. Learn more about the wide range of benefits we offer at Franklin Templeton.

Highlights of our benefits include :

• Three weeks paid time off the first year
• Medical, dental and vision insurance
• 401(k) Retirement Plan with 85% company match on your pre-tax and / or Roth contributions, up to the IRS limits
• Employee Stock Investment Program
• Tuition Assistance Program
• Purchase of company funds with no sales charge
• Onsite fitness center and recreation center
• Onsite cafeteria
• Only applicable at certain locations

Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and 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. 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.