Lead Software Engineer

About the role

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 opening

Document collection and e-signature workflows

KYC/AML verification

Workflow orchestration across onboarding, compliance, and operations teams

Key platform integrations include:

DocuSign for digital document execution and e-signature workflows

LexisNexis (Instant ID / Bridger) for KYC, sanctions, and risk screening via API integration

Rule engines (e.g., Drools) for dynamic business rule evaluation

Workflow orchestration tools (e.g., Camunda or equivalent)

The team operates in a cross-functional Agile model, collaborating with:

Front Office and Client Onboarding teams

Compliance (KYC/AML) and Risk teams

Digital platforms and client experience teams

External vendors (KYC providers, DocuSign, workflow tools)

Team culture:

Focus on client experience, compliance, and operational efficiency

Strong ownership of end-to-end workflows

Continuous 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 capabilities

Own platform components across workflow orchestration, rule engines, integrations, and document processing

Enable modernization of onboarding processes into a digital-first, automated experience

Success in this role enables:

Faster and seamless client onboarding and account opening

Reduced manual effort through workflow automation and rule-driven processing

Improved regulatory compliance and KYC accuracy

Enhanced client and advisor experience through digitization

How You Will Add Value

Design and develop account lifecycle workflows covering:

Account opening, onboarding, and maintenance

Develop 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 applications

Modernize onboarding workflows into event-driven, API-first architecture

Implement dynamic workflow orchestration for onboarding and approval processes

Enhance DocuSign integration for automated document generation and routing

Build and optimize:

KYC API integrations and automated validation workflows

Data capture, validation, and enrichment pipelines

Improve operational efficiency through:

Reduced manual touchpoints

Automated decisioning using rules and workflow engines

AI Fluency – AI-First Engineering & Business Workflow Mindset

Experience in:

Functional Integration between applications and existing Agents

Generate high-quality code by using prompts efficiently.

Debugging complex transaction flows

Writing automation scripts and test cases

Validates AI-generated outputs before applying to critical systems

Identifies opportunities to use AI

What Will Help You Be Successful In This Role

Technical Environment

Core Stack

Backend: Java / Spring Boot / Microservices

UI: Angular / React

Data: 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 systems

Containerized deployments (Kubernetes)

Workflow

Agile SDLC

CI/CD pipelines

Jira, ServiceNow

Quality & Reliability

Automated testing for onboarding flows

Monitoring of integration APIs and workflows

Production support and incident management

Required Skills

Strong experience in:

Java / microservices architecture

API design and integration

Workflow automation and orchestration

Experience working on:

Account Opening / Client Onboarding platforms

KYC/AML integrations and regulatory workflows

Hands-on experience with:

Rule engines (Drools or similar)

Document management and e-signature platforms (DocuSign)

8+ years of software engineering experience

Experience leading end-to-end platform components or modules

Bachelor’s or master's in computer science, Engineering, or equivalent experience

Preferred Skills

Experience with:

LexisNexis, Signa360, or similar KYC tools

Workflow tools (Camunda, BPMN platforms)

Low-code/no-code workflow platforms

Familiarity with:

Digital onboarding and client experience platforms

Financial 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.