Institutional CRM & Data Analyst

Franklin Templeton; San Mateo (CA); Hybrid; USD 90,000 - 110,000; Full time

Benefits offered by this job

401(k) with company match

Health coverage

PTO

Educational assistance (LEAP)

Employee stock investment plan

Job summary

Franklin Templeton is seeking an Institutional CRM Data Analyst to own data-management processes for CRM data (clients, contacts, accounts, relationships) within Distribution Intelligence. The role partners with Sales, Client Service, Product, Technology, and Reporting to ensure data trust and governance across operations.

The ideal candidate brings 5–8 years in data governance and CRM, with SQL/Excel skills and experience with MMD or eVestment data, and a collaborative, problem-solving mindset.

Qualifications

• 5-8 years of relevant experience in data management, data governance, CRM, data operations, financial services, asset management, or related roles.
• Demonstrated institutional asset-management experience with complex data such as client, consultant, relationship, and coverage data.
• Hands-on experience managing CRM data and supporting sales/client-service users; experience with a CRM that serves as the client master is preferred.
• Exposure to institutional data sources such as MMD, eVestment, or comparable datasets.

Responsibilities

• Independently own BAU and mid-size data-management initiatives for Institutional CRM data.
• Review, triage, and resolve CRM data questions raised by Institutional Sales and Client Service.
• Define and execute data-quality rules, reconciliations, and validation evidence for CRM data domains.
• Translate ambiguous business requests into clear CRM requirements and rules.
• Partner with CRM Product and Technology on enhancements and release-readiness validation.
• Lead remediation cycles from issue intake through closure.
• Maintain SOPs, data dictionaries, and user guidance; coach junior analysts.

Skills

CRM data management

Data governance

SQL

Excel

Stakeholder communication

UAT testing

Data quality

Education

Bachelor's degree in data-related field

Tools

CRM software

MMD

eVestment

Job 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.

We are looking for an Institutional CRM & Data Analyst to join the Distribution Intelligence team with a focus on the Institutional business. This role independently owns recurring and project-based data-management processes for the client, contact, prospect, account, consultant, relationship, hierarchy, ownership, and coverage data mastered in CRM, ensuring that Institutional data is trusted, governed, and ready for use across business operations, reporting, and analytics.

The ideal candidate will combine institutional asset-management experience with strong data-management, CRM, and analytical skills. This person will understand how institutional clients, consultants, accounts, relationships, contacts, and coverage are represented in CRM; translate business needs into data rules and controls; and partner effectively with Sales, Client Service, Product, Technology, and Reporting teams. Exposure to institutional datasets such as MMD and eVestment is preferred.

How You Will Add Value

Institutional CRM Data Management

• Independently own BAU and mid-size data-management initiatives for Institutional CRM data, including client and contact updates, relationship and coverage maintenance, account and prospect data management, issue resolution, onboarding support, and project data readiness.
• Review, triage, and resolve CRM data questions raised by Institutional Sales and Client Service, clarifying ownership, hierarchy, account, contact, relationship, coverage, and data-entry issues.

Data Quality & Requirements

• Define and execute data-quality rules, reconciliations, root-cause analysis, exception workflows, and validation evidence for assigned Institutional data domains.
• Evaluate and reconcile CRM data with institutional market, consultant, and client datasets, including MMD, eVestment, reporting outputs, and approved data extracts, to identify gaps and support governed enrichment.

Cross-Functional Remediation & Enhancements

• Translate ambiguous business requests into clear field definitions, CRM requirements, business rules, test cases, acceptance criteria, and operational controls.
• Partner with CRM Product and Technology teams on enhancements by documenting current-state gaps, supporting solution design, completing UAT and release-readiness validation, and reviewing post-implementation results.
• Lead remediation cycles from issue intake through analysis, stakeholder alignment, correction, validation, communication, and closure.

Documentation & Team Development

• Maintain SOPs, data dictionaries, process maps, control checklists, and user guidance; coach junior analysts on evidence standards, escalation judgment, data-quality checks, and stakeholder communication.

What Will Help You Be Successful

• 5-8 years of relevant experience in data management, data governance, CRM, data operations, financial services, asset management, or related roles.
• Demonstrated institutional asset-management experience, including work with complex institutional client, consultant, account, organization, relationship, hierarchy, or coverage data.
• Hands-on experience managing CRM data and supporting sales or client-service users; experience with a CRM that serves as the client master is strongly preferred.
• Exposure to institutional data sources such as MMD, eVestment, or comparable consultant, market, or client datasets preferred.
• Intermediate SQL, strong Excel, and practical experience profiling and reconciling datasets, investigating root causes, and designing validation logic and data-quality controls.
• Ability to communicate with Institutional business users and Technology partners, converting business language into structured data requirements, test cases, and practical solutions.
• Demonstrated ability to own work independently, manage competing requests, support UAT and release validation, and improve repeatable processes.

Work schedule & location

This role works a hybrid schedule, commutable to our Pasadena (CA), Boston (MA), Stamford (CT) or San Mateo (CA) office.

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 $90,000 - $110,000, depending on location and level of relevant experience, plus discretionary bonus.

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.