FATCA & CRS Oversight Manager (Franklin Templeton)
Job posting number: #148216 (Ref:858856)
Job Description
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 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 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.
JOB IS FROM: italents.netVIEWCome join us in delivering better outcomes for our clients around the world!
Who are GSS FATCA & CRS Oversight (FCO)?
The GSS department provides back-office support and oversight for the International Franklin Templeton, including our UK, Ireland and Luxembourg domiciled fund ranges. In line with the Franklin Templeton Code of Conduct, ensuring the highest standards of honest conduct and business ethics in all aspects of business activities, the team support the organisation by performing oversight assurance of outsourced service providers, Stakeholder support, and Product/Change Management.
Franklin Templeton participates in the Automated Exchange of Information (AEoI) following the implementation of FATCA (US) and CRS (Rest of World) reporting required to assist the ability to combat tax evasion and money laundering.
The FCO team focus on the implementation of Franklin Templeton FATCA & CRS policy both by the organisation, outsourced Transfer Agents (TA) and additional third parties.
What will this role entail?
You will be responsible for owning the oversight and monitoring of vendors, ensuring controls, policies, & procedures are well document, lead partner assessments, maintaining databases of reporting entities, prepare and review communications to various boards, and implement rule changes with multiple partners. Managers ensure a diligent execution of data preparation for annual submissions and provide subject matter expertise to the business to assist with responses to various local Tax Authorities and assisting with any major escalations relating to AEoI tasks.
What are the ongoing responsibilities of FATCA & CRS Oversight Manager?
Lead the team in ensuring appropriate FATCA & CRS governance is in place
Review vendor processes to identify gaps and deficiencies in FT policy compliance
Sign off on GSS FATCA & CRS policies and procedures
Own reporting of data to various internal stakeholders
Implement rule changes with third parties
Manages through subordinate leaders and/or professionals to manage workgroup or department within GSS.
Engages team, develops direct reports, influences downstream developmental efforts, and guides subordinate leaders in managing pay for performance philosophy.
Collaborates locally and across regions with cross-functional leaders to plan for and manage short to mid-term objectives and builds relationships with business partners and/or industry contacts to drive the business.
What ideal qualifications, skills & experience would help someone to be successful?
Has experience working with external vendors, preferably Transfer Agents or Tax Advisers
Has working knowledge of AEoI reporting, including FATCA & CRS regulation
Has experience working with multiple jurisdictions, preferably across APAC, EMEA & Americas
Has experience in leading a team
Has strong analytical, organizational, and time management skills
Excellent command of spoken and written English
Proficient in MS Office
Automation tools such as VBA Macros or Power Automate will be a plus
Experience our welcoming culture and reach your professional and personal potential!
Building teams with diverse skills, backgrounds, and experiences has always been important to us. Cultivating an inclusive culture where employees feel safe to share their voices is not only beneficial for our people, but also drives innovation and enables us to deliver better client outcomes. So, no matter your interests, lifestyle, or background, there’s a place for you at Franklin Templeton. We will provide you with tools, resources, and learning opportunities to help you excel in your career and personal life.
We want our employees to be at their best. By joining us, you will connect with 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 staying physically and mentally healthy, saving for life's adventures, taking care of your family members, or making a positive impact in your community, we aim to have you covered.
Learn more about the wide range of benefits we offer at Franklin Templeton in Poland
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 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 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.