Senior Analyst, Fee Department

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. We offer boutique customization and deep expertise in specialized investment, tax and planning strategies alongside sophisticated technology and custody platforms.

Fiduciary Trust International is owned by Franklin Templeton, a diversified firm that spans asset management, wealth management, and fintech, giving us many ways to help investors make progress toward their goals. With clients in over 150 countries and offices on six continents, you'll get exposed to different cultures, people, and business development happening around the world.

Overview:

Fiduciary Trust International is hiring a Senior Analyst, Fee Department who will report into the Manager, Fee Department. The Fee Department is responsible all fee-related operations within Fiduciary Trust International across 15,000+ accounts and 500 fee packages and over $200 million in fee collection.

The Senior 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 set up, 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.

• Assist with annual fee review with front office.

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 a plus

Learn More: Click below links to learn more about Fiduciary Trust International -

• Fiduciary Trust International LinkedIn Company Page
• The Story of Fiduciary Trust International

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. 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 base salary for this position to range between $71K - $90K, depending on geographic location and level of relevant experience, plus discretionary bonus.

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Experience our welcoming culture and reach your professional and personal potential!

Our culture is shaped by our diverse global workforce and strongly held core values. 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 them covered.

Learn more about the wide range of benefits we offer at Franklin Templeton

• Most benefits vary by location. Ask your recruiter about benefits in your country.

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 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.