At Franklin Templeton, we’re driving 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 offer opportunities not only to help you reach your potential but also to contribute to our clients’ achievements.

Come join us in delivering better outcomes for our clients around the world!

At Franklin Templeton, everything we do is focused on one thing delivering better client outcomes. We do that by partnering closely with our clients, assessing their strategic needs, and identifying the solution or solutions that can meet the challenge. Over 12,000 employees working in 34 countries around the world are dedicated to servicing investment solutions for our clients in more than 160 countries. For more than 70 years our success has been a direct result of the talent, skills and persistence of our people, and we are looking for a Lead Sales Experience Specialist to join our growing team.

What does our Global ETF Business Strategy & Data Enablement team do?

Franklin Templeton’s Global ETF Business Management team is responsible for ensuring the Global ETF business operates efficiently and effectively, meets its strategic objectives, and remains positioned to grow in a competitive market.

Core functions of the team include:

• Strategic planning, forecasting, and decision making.

• Overseeing and directing resources to effectively implement plans and pursue strategic objectives.

• Optimize business processes and promote profitable growth while working to actively mitigate regulatory and other business risks.

• Monitoring and evaluating progress towards goals and leading necessary adjustments where needed.

• Continuously seeking improvement to processes and services through innovation and adaptation.  

We are seeking a Global ETF Business Strategy and Data Enablement Director to join our growing team and work directly with Global ETF leadership to develop best-in-class processes at scale to support AUM growth over time. Business process modelling, financial analysis, consulting and a keen interest in technology platforms are desirable skills.

Understanding Franklin Templeton’s product offerings, sales processes (retail and institutional), possessing client-first focus and strong influencing will be essential skills.

What are the ongoing responsibilities of a Global ET Business Strategy & Data Enablement Director?

Partner across the broader Franklin Templeton organization to develop and implement critical business processes to:

• Develop a deep understanding of the Global ETF business and clients through analytics and research to redefine the metrics to help establish our business model of the future

• Monitor latest trends in client/sales analytics including analytics tools, best practices and methodologies, and enabling technologies

• Develop business processes for the ETF Specialist Teams across all regions that minimize manual work, reduce friction and maximize the use of technology platforms and data.

• Influence our technology partners and application owners to ensure that the technology solutions reflect our best-in-class business processes including the implementation and adaptation of artificial intelligence.

• Oversee a wide range of client/sales analytics activities to inform, for example, territory planning, funnel management, client journey optimization, product/proposition development, and campaign effectiveness, to name a few.

• Build data-driven sales and marketing practices enabled by prescriptive modeling to target and serve clients based on their needs and preferences

• Collaborate and align with global distribution teams to improve reporting, communication, and global implementation of sales enablement processes, tools and data sources.

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

• Bachelor’s degree required with experience in finance and/or technology

• Strong understandi