Client Engagement Associate Jobs in Valley Stream, NY

At Franklin Templeton, we believe success is built through powerful partnerships. As a forward thinking asset manager, we build dynamic relationships with clients, understand their goals, and navigate complex markets together. We leverage cutting edge strategies and deep insights to unlock opportunities for long term wealth creation. Our talented, global teams bring expertise that is both broad and unique.
From our welcoming, inclusive, and supportive culture to our globally diverse business, we offer opportunities not only to help you reach your potential, but also to contribute to our clients' success.
The Global Client Group (GCG) is seeking a highly organized, proactive associate to support the Chief of Staff in driving execution across Co-President operations, senior leadership client engagement preparation, and key GCG priorities. A central part of the role will be helping prepare materials, briefings, agendas, and follow-up documentation for executive client meetings, ensuring leaders are informed, aligned, and ready for high-impact engagements. This role offers high visibility across the organization and the opportunity to work closely with senior stakeholders, build a broad understanding of Franklin Templeton's global business, and develop core skills in executive operations, business communication, client engagement preparation, and cross-functional execution.
Ideal Candidate
The ideal candidate brings a strong execution mindset, sound judgment, and a genuine interest in how senior leadership teams operate. They are energized by helping leaders and teams stay organized, prepared, and aligned, and they take pride in making complex work feel more manageable behind the scenes. This person is dependable, discreet, collaborative, and willing to roll up their sleeves, whether that means helping coordinate a senior client engagement, improving a process, preparing materials, or handling the administrative details that enable the broader team to operate effectively.
This position is based in New York City and requires regular in-office presence (4 days/week).
Key Responsibilities

• Support the Chief of Staff in driving coordination, execution, and follow-through across key Co-President priorities, primarily client activities, including tracking deliverables, organizing workstreams, and helping maintain momentum.
• Prepare background materials, briefing notes, agendas, meeting summaries, and follow-up documentation for executive client meetings and internal leadership engagements.
• Strengthen executive readiness by synthesizing relevant inputs, coordinating materials, tracking next steps, and ensuring leaders have the information needed for high-impact meetings.
• Help manage the operating rhythm of the Co-President's office by tracking deliverables, organizing workstreams, and maintaining momentum on priority initiatives.
• Partner with business stakeholders across corporate communications, social media, marketing, global events, distribution, and regional teams to support client engagement, industry events, and leadership activities.
• Develop and improve processes, templates, trackers, and workflows that create structure, increase efficiency, and support consistent execution for the Co-President.
• Own the coordination details that enable effective executive engagement, including scheduling inputs for Chief of Staff, agenda development, materials organization, readiness checks, and follow-up tracking.
• Assist with ad hoc projects and operational needs across the broader GCG COO office as priorities evolve.

Qualifications

• 5 years of work experience in financial services, consulting, business operations, executive office support, or a similar professional environment.
• Highly organized and detail-oriented, with the ability to manage multiple priorities, stakeholders, and workstreams simultaneously.
• Strong interest in executive operations, senior leadership support, business coordination, and client engagement preparation.
• Comfortable supporting senior leadership readiness through meeting preparation, briefing materials, agenda coordination, logistics, and follow-up execution.
• Strong written and verbal communication skills, with the ability to synthesize information clearly, concisely, and in a leadership-ready format.
• Process-oriented mindset with an interest in building structure, improving workflows, and creating repeatable ways of working.
• Resourceful and proactive, with the judgment to anticipate needs, solve problems independently, and move work forward with limited direction.
• Willingness to handle both strategic coordination and hands-on administrative responsibilities with professionalism, discretion, and attention to detail.

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 (delete as appropriate), 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 annual salary for this position to range between $120,000 - $150,000, depending on location and level of relevant experience, plus discretionary bonus.
At Franklin Templeton, we believe your benefits should support your life, your goals, and your future. That's why we offer a comprehensive Total Rewards package designed to help you thrive both personally and professionally.
Highlights of our benefits include:
- Paid Time Off: Three weeks of PTO in your first year
- Health Coverage: Competitive medical, dental, and vision insurance to support your well-being
- Retirement Savings: 401(k) plan with an 85% company match on pre-tax and/or Roth contributions, up to IRS limits
- Equity & Investing: Employee Stock Investment Plan (ESIP) with discounted share purchase opportunities
- Learning Education Assistance Program (LEAP): To support your ongoing growth and career advancement
- Employee Investment Benefits: Opportunity to purchase company funds with no sales charge
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.