The role of Investment Management Strategic Services (IMSS) is to oversee and provide a common platform for servicing the needs of Portfolio Management and IMSS in the areas of trading, performance, risk, portfolio compliance and other support services.
The Investment Management Project Management Office manages and executes on technology and process projects for all of the front office business units. The Director is responsible for the implementation of the strategic roadmap for investment management functions as well as for tactical projects required to meet day to day functioning of these groups. The Director will employ a strong global team of resources working closely with technology teams and business unit sponsors.
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Responsibilities Include:
IMSS PMO Strategy and Planning:
Provide and implement Investment Management roadmap working in conjunction with business partners to understand their short and long term vision.
Link together business partners and Franklin Templeton Technology (FTT) to ensure corporate strategies are met through technology initiatives.
Participate in business unit technical strategic planning sessions.
Facilitate in project steering/sponsor discussions.
Develop and assist in guiding strategies to support ongoing changes within technology and with business partners.
Execute and manage resources to ensure projects are completed on time and on budget.
Identify and implement efficiencies in project lifecycle and business process.
Represent IMSS PMO in cross-functional forums.
Direct and Execute Front Office Initiatives:
Take direction from the Investment Management Steering Committee (IPSC) for establishing priorities of initiatives, programs and projects that address business needs, negotiating tradeoffs and allocating team resources.
Partner with FTT to ensure:
Cross functional project teams are created and work together effectively.
Project teams identify and commit to achieving a set of common, measurable objectives that determine ultimate project success.
The project plan incorporates and the project team supports not only the design and development of technology, but also the concept, requirements, business readiness, rollout, and deployment phases.
Provide guidance and oversight to project sponsors preparing and delivering funding requests and project justifications to appropriate operating committee.
Ensure the business needs are represented and considered in all phases of the project lifecycle.
Provide guidance and support to direct reports across the project lifecycle to:
Ensure the creation and buy-in of an appropriate project plan, including scope, time, cost, and resource availability.
Ensure the project manager’s successful leadership/participation in the achievement of the project objectives.
Ensure successful adoption of the deployed technology solutions by the user community and the achievement of objectives identified in the project CBA.
Operational Department Activities:
Coordinate creation of yearly department goals, commitment packs, cost reduction strategies, etc. as requested.
Coordinate quarterly updates to goals, commitment packs, etc.
Coordinate efforts for any activities relative to human resources, department planning, etc.
Budget Management and Business Planning:
Administer IM operating committee needs, including reporting of the monthly discretionary budget analysis, providing timely updates to voting members.
Manage projects to approved budget; analyze and resolve budget variances; initiate/participate in cost containment practices.
Responsible for assisting the determining the annual global department budget and assisting with quarterly contingency funding requests.
Review and analyze monthly department and discretionary budget reports and research issues/variances. Report spend to management team, and note any issues.
Staff Management and Development:
Oversee employee Performance Management Program (PMP); employee training and development in conjunction with the Project Management Operating Committee (PMOC).
Manage analysis of training needs and make recommendations.
Manage development of training programs.
Manage and/or conduct training sessions based on training documentation.
Divisional Leadership:
Participate as a member of the IMSS management team in divisional activities, events, presentations and communications.
Collaborate with division’s EVP, SVP’s, VP’s and directors in strategic planning and in addressing divisional issues/initiatives.
Represent Investment Management as appropriate in dealing with other FT groups, industry groups and external audiences (e.g., vendors, business partners, etc.).
Qualifications
Ideal candidates should possess the following:
Bachelor’s degree, preferably in Economics, Finance or Management Information Systems.
Master’s degree or further education is preferred.
15+ years relevant work experience in the Asset Management Industry, in particular working in the front office with exposure to investment, trading, compliance, and performance and risk functions.
Past leadership experience required
Exposure to financial budget planning, goal planning and setting activities.
Exposure to Project Management Lifecycle methodology.
Excellent written and verbal communication skills.
Excellent organizational, planning and strategic leadership skills.
Proven leadership skills and ability to deliver effective results.
Proven ability to take initiative and work under pressure in a changing/growing environment.
Strong business insight.
Ability to lead medium to large departments in a multi-site environment.
Proven ability to guide the development of staff and leadership team members.
Proven ability to leverage business and technology insight to influence the direction of the organization.
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:
Three weeks paid time off the first year
Medical, dental and vision insurance
401(k) Retirement Plan with 75% company match, 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
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