Franklin Templeton
Business Analyst, Fee Department
Franklin Templeton, St. Petersburg, Florida, United States, 33739
Fiduciary Trust International is a premier investment and wealth management firm with a commitment to growing and protecting wealth across generations. We offer a dynamic and collaborative approach to managing wealth for high-net-worth and ultra high-net-worth individuals and families, family offices, endowments, foundations, and institutions.
Unlike other firms, our investment managers, tax and estate planning professionals work together to develop holistic strategies to optimize clients’ portfolios while mitigating the impact of taxes on their wealth. As a fiduciary, the guidance we provide is always in the best interests of our clients, without conflict or competing benefits.
Overview
Fiduciary Trust International is hiring a
Business Analyst, Fee Department
who will report into the Manager-Fee Department. Our Fee Department is responsible for all fee-related operations within Fiduciary Trust International, across 15,000+ accounts and 500 fee packages and over $200 million in fee collection. The Business Analyst supports Fiduciary Trust’s front office teams with fee analysis, scenario modeling, and documentation. The role also tracks all departmental performance metrics and plays a key role in maintaining billing accuracy, transparency, and audit readiness. While not client-facing, the analyst is integral to supporting fee-related aspects of client meetings and decision-making. Key Responsibilities
Prepare detailed fee analyses, including custom scenario modeling to support front office engagement and client meetings. Serve as the primary point of contact for internal fee inquiries and explanation of complex pricing structures. Track and report on all KPIs, quality and accuracy metrics, and SLA performance for the fee department. Document grandfathered fees, exceptions, and special arrangements with accuracy and clarity. Collaborate with the Manager on daily operations and issue resolution. Assist in testing and validating new or updated fee logic in the system and support project work Assist with annual fee review with front office. Ideal Qualifications
3–6 years of experience in fee billing, wealth management, or trust accounting Strong Excel and modeling skills; ability to generate client-ready analysis Excellent collaboration and communication skills, especially with front office teams Experience with SWP by SEI and/or Global Plus by FIS desired; experience with trust accounting systems preferred but not required Advanced analytical skills required Familiarity with programming or scripting languages considered a plus but not required Franklin Templeton offers employees a competitive and valuable range of total rewards—monetary and non-monetary — designed 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. 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.
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Fiduciary Trust International is hiring a
Business Analyst, Fee Department
who will report into the Manager-Fee Department. Our Fee Department is responsible for all fee-related operations within Fiduciary Trust International, across 15,000+ accounts and 500 fee packages and over $200 million in fee collection. The Business Analyst supports Fiduciary Trust’s front office teams with fee analysis, scenario modeling, and documentation. The role also tracks all departmental performance metrics and plays a key role in maintaining billing accuracy, transparency, and audit readiness. While not client-facing, the analyst is integral to supporting fee-related aspects of client meetings and decision-making. Key Responsibilities
Prepare detailed fee analyses, including custom scenario modeling to support front office engagement and client meetings. Serve as the primary point of contact for internal fee inquiries and explanation of complex pricing structures. Track and report on all KPIs, quality and accuracy metrics, and SLA performance for the fee department. Document grandfathered fees, exceptions, and special arrangements with accuracy and clarity. Collaborate with the Manager on daily operations and issue resolution. Assist in testing and validating new or updated fee logic in the system and support project work Assist with annual fee review with front office. Ideal Qualifications
3–6 years of experience in fee billing, wealth management, or trust accounting Strong Excel and modeling skills; ability to generate client-ready analysis Excellent collaboration and communication skills, especially with front office teams Experience with SWP by SEI and/or Global Plus by FIS desired; experience with trust accounting systems preferred but not required Advanced analytical skills required Familiarity with programming or scripting languages considered a plus but not required Franklin Templeton offers employees a competitive and valuable range of total rewards—monetary and non-monetary — designed 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. 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.
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