Franklin Templeton
Business Analyst, Fee Department
Franklin Templeton, St. Petersburg, Florida, United States, 33739
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. This includes setup, analysis and reporting related to “Fee Oversight Framework”. 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 Familiarity with programming or scripting languages is a plus but not required Learn More:
Fiduciary Trust International – LinkedIn Company Page and The Story of Fiduciary Trust International. Compensation : Franklin Templeton offers a competitive total rewards package including base salary, discretionary bonus, a 401(k) plan with a generous match, health insurance and other benefits, an employee stock investment program, learning resources, career development programs, education expense reimbursement, paid time off, and wellbeing programs. The anticipated base salary range for this position is $71,000 to $90,000, depending on location and experience, plus discretionary bonus. #LI-US #Hybrid Culture and Benefits
Our culture is shaped by the variety of perspectives and experiences brought by talent from around the world. We provide employees with tools, resources, and learning opportunities to help them excel in their career and personal life. We offer a comprehensive benefits package; most benefits vary by location. Learn more about benefits with your recruiter. 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 expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by law. If you need an accommodation to search or apply for a position, please email accommodations@franklintempleton.com with the details including job title and number. We aim to respond within three business days. Only accommodation requests will receive a response.
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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. This includes setup, analysis and reporting related to “Fee Oversight Framework”. 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 Familiarity with programming or scripting languages is a plus but not required Learn More:
Fiduciary Trust International – LinkedIn Company Page and The Story of Fiduciary Trust International. Compensation : Franklin Templeton offers a competitive total rewards package including base salary, discretionary bonus, a 401(k) plan with a generous match, health insurance and other benefits, an employee stock investment program, learning resources, career development programs, education expense reimbursement, paid time off, and wellbeing programs. The anticipated base salary range for this position is $71,000 to $90,000, depending on location and experience, plus discretionary bonus. #LI-US #Hybrid Culture and Benefits
Our culture is shaped by the variety of perspectives and experiences brought by talent from around the world. We provide employees with tools, resources, and learning opportunities to help them excel in their career and personal life. We offer a comprehensive benefits package; most benefits vary by location. Learn more about benefits with your recruiter. 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 expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by law. If you need an accommodation to search or apply for a position, please email accommodations@franklintempleton.com with the details including job title and number. We aim to respond within three business days. Only accommodation requests will receive a response.
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