Intern - Intermediary Lifecycle Management
Franklin Templeton
Poznan, Poland
Full-Time
Competitive
OfficeManager
At Franklin Templeton, we’re advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring expertise that’s both broad and unique. From our welcoming, inclusive, and flexible culture to our global and diverse business, we provide opportunities to help you reach your potential while helping our clients reach theirs.
Come join us in delivering better outcomes for our clients around the world!
Intermediary Lifecycle Management (ILM) [expand acronym: Intermediary Lifecycle Management already expanded], part of International Intermediary Oversight, coordinates intermediary activities across Distribution, Legal, Finance, Product, and Operations. The team manages onboarding and lifecycle support for distributors, platforms, and institutional partners across global markets.
Working in ILM means joining a collaborative, international, detail-oriented team that connects client service, regulatory processes, and product distribution. Interns gain hands-on exposure to end-to-end intermediary onboarding and lifecycle management, cross-functional coordination, and global stakeholders. They also have the opportunity to work with emerging technologies, including Artificial Intelligence (AI) tools, to support tracking, reporting, and process improvement initiatives.
Core Responsibilities
You will support onboarding, changes, and termination activities for intermediary relationships.
You will assist in coordinating agreements, including Non-Disclosure Agreements (NDAs) and distribution contracts.
You will monitor and manage incoming requests.
You will ensure timely and accurate follow-up. [sentences shortened]
You will help maintain accurate records, trackers, and audit-ready documentation.
You will support reporting on activity, progress, and service levels.
You will assist with data clean-up, standardization, and process improvement tasks.
You will leverage Artificial Intelligence (AI) and digital tools for efficiency.
You will act as a support contact for internal stakeholders on routine queries.
Experience, Education & Certifications
Currently enrolled in finance, business administration, economics, law, or a related field.
Previous internship or relevant experience is a plus.
Available to work 25–30 hours per week.
Technical skills
Proficient in Windows and Microsoft (MS) Office, especially Excel.
Experience with data entry and record-keeping tasks.
Familiarity with analytics or automation tools (Power BI, Power Automate) is a plus.
Soft skills
Fluent English and strong communication abilities.
Strong attention to detail and high-quality standards in day-to-day work.
Well organised, with the ability to manage multiple priorities.
Comfortable working in multicultural, international teams.
Building teams with diverse skills, backgrounds, and experiences has always been important to us. Cultivating an inclusive culture where employees feel safe to share their voices is not only beneficial for our people, but also drives innovation and enables us to deliver better client outcomes. So, no matter your interests, lifestyle, or background, there’s a place for you at Franklin Templeton. We will provide you with tools, resources, and learning opportunities to help you excel in your career and personal life.
We want our employees to be at their best. By joining us, you will connect with 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 staying physically and mentally healthy, saving for life's adventures, taking care of your family members, or making a positive impact in your community, we aim to have you covered.
Learn more about the wide range of benefits we offer at Franklin Templeton in Poland
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.
FTIS is committed to maintaining an ethical, transparent, and accountable work environment, which contributes to the integrity and success of the organization. FTIS encourages the reporting of any known or suspected violations of national as well as EU laws through appropriate reporting channels available internally and externally. FTIS ensures that whistleblowers who report such breaches are protected from retaliation and provided with safe and confidential reporting mechanisms.
Click here to access the FTIS Whistleblower Protection Policy.