Description
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.
Lead Software Engineer – Account Lifecycle Platform
About The Department
The team operates within Wealth Management Technology, supporting the Account Lifecycle platform (AOP), used by Franklin Templeton’s High Net Worth business.The platform enables end-to-end onboarding lifecycles, including:Various types of account openingDocument collection and e-signature workflowsKYC/AML verificationWorkflow orchestration across onboarding, compliance, and operations teamsKey platform integrations include:DocuSign for digital document execution and e-signature workflowsLexisNexis (Instant ID / Bridger) for KYC, sanctions, and risk screening via API integrationRule engines (e.g., Drools) for dynamic business rule evaluationWorkflow orchestration tools (e.g., Camunda or equivalent)The team operates in a cross-functional Agile model, collaborating with:Front Office and Client Onboarding teamsCompliance (KYC/AML) and Risk teamsDigital platforms and client experience teamsExternal vendors (KYC providers, DocuSign, workflow tools)Team culture:Focus on client experience, compliance, and operational efficiencyStrong ownership of end-to-end workflowsContinuous improvement mindset for automation and digital transformation
Job Overview
This role exists to provide technical leadership and hands-on engineering expertise for the Account Lifecycle (AOP) platform, ensuring seamless and compliant onboarding and account management processes.The Lead Software Engineer will:Drive end-to-end design and delivery of onboarding and account lifecycle capabilitiesOwn platform components across workflow orchestration, rule engines, integrations, and document processingEnable modernization of onboarding processes into a digital-first, automated experienceSuccess in this role enables:Faster and seamless client onboarding and account openingReduced manual effort through workflow automation and rule-driven processingImproved regulatory compliance and KYC accuracyEnhanced client and advisor experience through digitization
How You Will Add Value
Design and develop account lifecycle workflows covering:Account opening, onboarding, and maintenanceDevelop and maintain integrations with:KYC providers (e.g., LexisNexis, Signa360)Document and e-signature platforms (DocuSign)Implement and maintain business rules using rule engines (e.g., Drools)Interacting with non-SQL dbatabases.Ensure high-quality, scalable, and secure code for enterprise applicationsModernize onboarding workflows into event-driven, API-first architectureImplement dynamic workflow orchestration for onboarding and approval processesEnhance DocuSign integration for automated document generation and routingBuild and optimize:KYC API integrations and automated validation workflowsData capture, validation, and enrichment pipelinesImprove operational efficiency through:Reduced manual touchpointsAutomated decisioning using rules and workflow engines
AI Fluency – AI-First Engineering & Business Workflow Mindset
Experience in:Functional Integration between applications and existing AgentsGenerate high-quality code by using prompts efficiently.Debugging complex transaction flowsWriting automation scripts and test casesValidates AI-generated outputs before applying to critical systemsIdentifies opportunities to use AI
What Will Help You Be Successful In This Role
Technical Environment
Core Stack
Backend: Java / Spring Boot / MicroservicesUI: Angular / ReactData: SQL Server, Snowflake, Cosmos/mongo DB
Platform Capabilities
Workflow orchestration tools (e.g., Camunda or equivalent)Rule engines (Drools or similar)API-based integrations with:KYC providers (LexisNexis, Signa360)Document platforms (DocuSign)
Operating Environment
Cloud-native (Azure preferred) + hybrid systemsContainerized deployments (Kubernetes)
Workflow
Agile SDLCCI/CD pipelinesJira, ServiceNow
Quality & Reliability
Automated testing for onboarding flowsMonitoring of integration APIs and workflowsProduction support and incident management
Required Skills
Strong experience in:Java / microservices architectureAPI design and integrationWorkflow automation and orchestrationExperience working on:Account Opening / Client Onboarding platformsKYC/AML integrations and regulatory workflowsHands-on experience with:Rule engines (Drools or similar)Document management and e-signature platforms (DocuSign)8+ years of software engineering experienceExperience leading end-to-end platform components or modulesBachelor’s or master's in computer science, Engineering, or equivalent experience
Preferred Skills
Experience with:LexisNexis, Signa360, or similar KYC toolsWorkflow tools (Camunda, BPMN platforms)Low-code/no-code workflow platformsFamiliarity with:Digital onboarding and client experience platformsFinancial services domain (Wealth Management / Private Banking)
Work Schedule & Location
This role will work a hybrid schedule 3 days/week in any of our Franklin Templeton locations with a preference to locations in the Eastern time zone.
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 annual salary for this position to range between $134,500 – $174,500, depending on location and level of relevant experience, plus discretionary bonus.
#MID_SENIOR_LEVEL
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.