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!

The Senior Business Intelligence Partner will join the Distribution Intelligence team at Franklin Templeton, focusing on the Global Alternatives and ETF businesses. The senior partner will work with sales, marketing, and technology teams to provide best-in-class solutions that drive client engagement, improve sales, retain assets, and diversify FT’s client base. The analyst ensures that Franklin Templeton has a complete and accurate 360-degree view of our clients across data domains.  The role involves collaboration with Global Distribution on data quality, reports, dashboards, and insights related to our Alternatives and ETF businesses.  

What are the ongoing responsibilities of the Senior Business Intelligence Partner?

Local Partnership

• Collaborate closely with sales and marketing leaders to identify and leverage data-based trends, opportunities, and potential risks.

• Act as a strategic partner to sales and marketing teams, ensuring that distribution data needs are met and that insights are effectively communicated to drive business decisions, including client segmentation, lead qualification, and contact strategy.

• Facilitate regular meetings with sales and marketing management to align on goals, strategies, and performance metrics.

• Support sales and marketing initiatives by providing actionable insights and recommendations based on data analysis. This includes maintaining an accurate and complete 360-degree view of our clients (both internal and external), creating reports/dashboards, and automating processes.

• Enhance client experience and internal resource alignment by working with sales and marketing leaders to optimize engagement strategies across various channels.

• Define and track strategy-related measurements and KPIs in collaboration with sales and marketing teams, analyzing their effectiveness and making adjustments as needed.

Global Scale

• Collaborate with Distribution Intelligence partners to consistently support global distribution

• Communicate strategy and tactics across Marketing, Digital Experience, FTT, etc.

• Coordinate execution of Distribution strategy across teams as needed

Data Quality

• Ensure regional client 360 data is accurate, complete, and timely

• Understand and ensure data quality across client financials, digital engagement, salesperson interactions, market intelligence, etc.

• Collaborate with the Data Management teams to evaluate data quality across different countries and formulate a strategy for improvement.

• Understand data flow across systems, dashboards, and reports, and collaborate with Distribution to enhance data literacy.

Dashboards, Reports, and Analysis

• Develop reports and dashboards to measure:

  • The organization’s execution of strategic priorities.

  • Salesperson progress to sales targets and metrics.

  • Client Engagement across mediums (web, email, calls, visits, etc.).

  • The organization’s position in the industry, across asset classes, vs. key competitors and overall

• Build reports and dashboards which answer specific questions for a salesperson or business unit

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

• Bachelor’s degree or equivalent experience

• 6+ years related experience

• Exposure to Alternatives or ETF products is highly desirable.

• Proven ability to act as a partner to sales and marketing teams, translating data into actionable business insights

• Experience with asset management data across sales & marketing

• Has expertise in one or multiple analytic techniques (Excel, Data Visualization (Tableau, PowerBI), SQL, Data Science, etc.). 

• Strong interpersonal skills with a collaborative approach to cross-functional work across distrib