Lead AI-Driven Wealth Distribution & Private Markets
Franklin Templeton
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Benefits offered by this job
Job summary
Franklin Templeton seeks a Lead Wealth Distribution Intelligence & AI Partner – Private Markets to join the Distribution Intelligence team within Wealth Intelligence & Analytics. This senior contributor will serve as the primary intelligence and analytics partner to Private Markets leadership and distribution teams.
The role blends Private Markets expertise with advanced analytics, AI, and strategic problem-solving to identify growth opportunities, prioritize firms and advisors, assess market
Qualifications
- Bachelor's degree in analytics, data science, finance, economics, or related field.
- 8+ years of experience in distribution intelligence, analytics, or wealth management.
- Strong knowledge of Private Markets landscape, products, and market dynamics.
- Experience applying AI, automation, and predictive analytics to business challenges.
Responsibilities
- Strategic Business & Market Intelligence: translate priorities into measurable objectives and insights.
- Client & Opportunity Intelligence: build segmentation and prioritization frameworks; analyze sales drivers.
- AI-Enabled Sales Execution: apply AI, automation, and predictive analytics to opportunities and sales planning.
- Data & Capability Development: collaborate to build scalable data and AI capabilities across teams.
Skills
Education
Tools
Job description
Franklin Templeton seeks a Lead Wealth Distribution Intelligence & AI Partner – Private Markets to join the Distribution Intelligence team within Wealth Intelligence & Analytics. This senior contributor will serve as the primary intelligence and analytics partner to Private Markets leadership and distribution teams.
The role blends Private Markets expertise with advanced analytics, AI, and strategic problem-solving to identify growth opportunities, prioritize firms and advisors, assess market
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