Manager of Investment Training Design & Development - Franklin Templeton Investments - Rancho Cordova, CA

17 Sep 2018 10:38 AM | Anonymous

Manager of Investments Training Design & Development - Rancho Cordova, CA

 At Franklin Templeton Investments, we are dedicated to delivering strong results and exceptional service to clients, team members and business partners. Over 9,000 employees working in 60 offices around the world are dedicated to servicing investment solutions for our clients in more than 150 countries. For over 65 years, our success has been a direct result of the talent, skills and persistence of our people, and we are looking for qualified candidates to join our team. 

The Franklin Templeton Academy, a business unit within Franklin Templeton Investments, seeks a talented, highly organized, energetic manager to lead its learning design and development organization. 

As the right candidate, you will be based in either Rancho Cordova (Sacramento), California, or St. Petersburg (Tampa), Florida and report to the Vice President, Global Head of the Academy. The role has an international scope, requiring 3-6 weeks annual travel between Florida and California, and potentially to international locations in Poland, India, and elsewhere.

The team you will lead is comprised of 6-8 experienced instructional designers and developers split between our locations. The work is deadline-sensitive and requires a disciplined but diplomatic touch to ensure obligations are met. As is sometimes said, “optimism is a force multiplier," and you create a can-do work environment that fosters productivity and engagement.

Your experience demonstrates a rare combination of project management, emotional intelligence, creativity, and superlative communications skills and business writing. You have an eye for aesthetics, appeal, and accuracy, but an appreciation of the balance between “perfect" and “good enough." You build things that teach, but further create experiences that surprise and delight our professional audience. 

You will lead content development that supports both internal Franklin Templeton staff and external, extended enterprise customers in multiple languages at financial institutions around the world. This includes curriculum delivered in classroom and virtual instructor-led training, and self-paced learning which employs video and interactivity. You're expected to think strategically with the latitude to innovate. 


We leverage best-in-class tools, including Articulate 360, Camtasia, Captivate, The Adobe Creative Cloud Suite, video production tools, Allego, WebEx, ON24, Docebo, and more. These help us create engaging, blended learning experiences. You have solid experience in these or similar platforms, and should expect, on occasion, to actively roll up your sleeves with the team when needed to get the job done. 

Financial markets knowledge or experience is a very significant advantage, but it's less critical than reliable project management and other attributes previously described. While instructional design is important, your previous work may have included creative services or marketing production.

Team Management Responsibilities 

  • Set and communicate individual and team goals that support Academy objectives
  • Create a positive, motivating team environment across time zones
  • Foster open communication, providing clear direction, support and guidance to staff
  • Collaborate with senior leadership and peers to ensure that metrics which support department and client needs are tracked and reported

Design Production Standards

  • Drive timely and cost-effective production of materials while ensuring the highest standards of quality control
  • Collaborate to ensure content is consistent with brand, following detailed style guidelines to ensure consistency and efficiency standards of quality control
  • Partner with the manager of operations and engagement for project intake, and the manager of training delivery to support instructor-led initiatives
  • Evaluate workflow for opportunities to create efficiencies and identifies projects for automation opportunities

Department Procedures & Operations

  • Develop and implement workflow process procedures and policies which streamline the Department's operations
  • Ensure all project milestones are met in accordance with scheduled and agreed to timelines to meet or exceed expectations

What ideal qualifications, skills & experience would help someone to be successful? 

  • Exemplary leadership skills: decisiveness, high detail orientation, appreciation for timelines, humility, compassion, transparency, a good sense of humor, ability to develop talent
  • Excellent written language skills in English. Optional: German, French, Spanish, or other languages 
  • Requires 10 years professional experience in related work; instructional design & development, creative services, or the like
  • Bachelor's degree or equivalent training in instructional design, instructional technology, or related discipline. A Master's degree and other certifications in the field would be an advantage.
  • Deep domain knowledge of instructional design, the ADDIE process, adult learning, design principles, software, equipment and protocols; the ability to teach us something
  • An appreciation for international business and other cultures
  • A significant advantage would be a shareable portfolio of related work, and the ability to describe how it was produced and the results of its delivery 
  • Advanced learning industry software and business desktop applications software skills: Adobe Creative Suite, Articulate Storyline or 360, Adobe Premiere or Final Cut, Photoshop, Illustrator, Microsoft Office software: especially PowerPoint 
  • Basic understanding of mutual funds and related financial products and services
  • Prior experience with managing multiple projects in a fast-paced professional environment

What makes Franklin Templeton Investments unique?

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   

We believe that being a good corporate citizen is good business. To us, corporate citizenship means being accountable, serving our clients, being an employer of choice, managing our environmental impact, and supporting our communities. An emphasis on corporate citizenship is embedded in our culture and values, and is an important element of how we achieve success. 

We are also committed to your learning and development with resources focused around Experience, Exposure, and Education, to help you achieve your professional development goals. Take some time to, meet some of our people, and see what it means to say, “I AM Franklin Templeton”. 

Franklin Templeton Investments is an Equal Opportunity Employer. We are committed to equal employment opportunity for 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. We invite you to visit us at to learn more about our company and our career opportunities.    


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