Lead Wealth Distribution Intelligence & AI Partner – Private Markets

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.

We are seeking a Lead Wealth Distribution Intelligence & AI Partner Private Markets to join the Distribution Intelligence team within Wealth Intelligence & Analytics. This senior individual contributor will serve as the primary intelligence and analytics partner to Private Markets leadership and distribution teams.

The role combines deep knowledge of Private Markets with advanced analytics AI and strategic problem-solving to identify growth opportunities prioritize firms and advisors assess market potential improve sales execution and inform senior-level decision-making.

The successful candidate will be both a strategic advisor and hands-on practitioner translating complex data into clear actions while developing scalable AI-enabled approaches that modernize how intelligence is delivered across Wealth Management.

Strategic Business & Market Intelligence

• Serve as a strategic analytics partner to Private Markets leadership translating business priorities into measurable objectives insights and recommendations.

• Apply a strong understanding of the Private Markets landscape to identify market trends growth opportunities competitive dynamics and implications for distribution strategy.

• Support business planning resource allocation performance reviews go-to-market strategy and other strategic decisions with forward-looking analysis.

Client & Opportunity Intelligence

• Develop a comprehensive view of firms advisors buying units platforms and distribution opportunities using internal and external data.

• Build segmentation opportunity-scoring and prioritization frameworks based on market potential client behavior engagement product adoption competitive position and wallet opportunity.

• Analyze sales assets flows pipeline retention product adoption and market share to identify performance drivers risks and areas of under penetration.

AI-Enabled Sales Execution

• Apply generative AI predictive analytics automation and advanced analytical techniques to opportunity identification targeting client preparation sales planning and next-best-action recommendations.

• Partner with Private Markets Sales Wealth Field Sales National Accounts Marketing Product and Sales Enablement to translate intelligence into coordinated client and distribution actions.

• Lead the testing of new analytical approaches measure commercial impact and convert successful use cases into repeatable and scalable capabilities.

• Communicate insights through clear concise data storytelling tailored to executives sales leaders and distribution teams.

Data & Capability Development

• Partner with Technology Data Science CRM and Distribution Intelligence teams to develop scalable data analytical and AI capabilities.

• Connect insights across CRM sales assets flows products marketing engagement market intelligence and third-party data.

• Identify gaps in data quality accessibility reporting and analytics and help establish standards and solutions that strengthen the broader Wealth Intelligence & Analytics function.

• Provide analytical thought leadership and help shape best practices tools and methodologies that can scale across the organization.

• Bachelors degree or equivalent experience; advanced degree in analytics data science business finance economics or a related field preferred.

• 8 years of relevant experience in distribution intelligence analytics sales strategy client analytics data science Private Markets or financial services.

• Strong knowledge of the Private Markets landscape including key products distribution models client segments platforms and market dynamics.

• Experience supporting Private Markets Alternatives asset management distribution strategic sales organizations or wealth management businesses.

• Demonstrated ability to apply AI automation predictive analytics segmentation opportunity scoring or similar analytical techniques to business challenges.

• Strong command of sales AUM flows pipeline product adoption client activity market share and wealth management data.

• Proficiency with analytical tools such as SQL Python Power BI Tableau Excel generative AI tools workflow automation or similar technologies.

• Ability to work directly with data while translating complex analysis into clear commercial recommendations.

• Strong strategic thinking business judgment executive communication data storytelling and stakeholder influence skills.

• Practical outcome-oriented mindset with demonstrated ability to lead complex cross-functional work and drive progress without direct authority.

• This is a hybrid role that can be based out of Stamford (CT) New York City or Boston (MA) whereby the employee will work out of the office 4 days per week.

Franklin Templeton offers employees a competitive and valuable range of total rewards monetary and non-monetary designed to support the whole person and to recognize their time talents and results. Along with base compensation other compensation is offered such as a discretionary bonus 401k plan health insurance and other perks. There are several factors taken into consideration in making compensation decisions including but not limited to location job-related knowledge skills and experience. At Franklin Templeton we apply a total reward philosophy where all aspects of compensation and benefits are taken into consideration in determining compensation. We expect the salary for this position to range between $148000 $183000 per year depending on location plus bonus opportunity.

#LI-Hybrid

At Franklin Templeton we believe your benefits should support your life your goals and your future. Thats why we offer a comprehensive Total Rewards package designed to help you thrive both personally and professionally.

- 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.