Institutional CRM Data Analyst — Drive Quality & Governance

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

Benefits offered by this job

Health insurance

401(k) plan with match

Employee stock investment plan (ESIP)

Paid time off (PTO)

LEAP education assistance

Job summary

Franklin Templeton is seeking an Institutional CRM Data Analyst to own data-management processes for Institutional CRM data, ensuring trusted, governed data across operations and analytics. The role collaborates with Sales, Client Service, Product, Technology, and Reporting teams to translate business needs into data rules and controls.

Ideal candidates will have 5–8 years in data management or CRM with exposure to institutional datasets (MMD, eVestment).

Qualifications

• 5-8 years of relevant experience in data management, data governance, CRM, data operations, or related roles.
• Demonstrated institutional asset-management experience with complex client data.
• Hands-on experience managing CRM data and supporting sales/client-service users.

Responsibilities

• Own BAU and project-based data-management initiatives for Institutional CRM data, including client and contact updates and relationship data.
• Review CRM data questions from Institutional Sales and Client Service, defining ownership and data-entry standards.
• Translate business requests into CRM requirements and validation rules; partner with CRM Product and Technology for enhancements.
• Maintain SOPs, data dictionaries, and guidance; coach junior analysts on data-quality checks and stakeholder communication.

Skills

CRM data management

SQL

Excel

Data governance

Stakeholder communication

UAT & release validation

Tools

MMD

eVestment

CRM platform

Job description

Franklin Templeton is seeking an Institutional CRM Data Analyst to own data-management processes for Institutional CRM data, ensuring trusted, governed data across operations and analytics. The role collaborates with Sales, Client Service, Product, Technology, and Reporting teams to translate business needs into data rules and controls.

Ideal candidates will have 5–8 years in data management or CRM with exposure to institutional datasets (MMD, eVestment).