Lead Private Markets AI & Distribution Intelligence

Franklin Templeton

Boston, New York (MA, NY)

Hybrid

USD 148,000 - 183,000

Full time

14 days+

A complete application in a minute

Tailored resume and cover letter, ready to send.

Get past ATS filters

Benefits offered by this job

Discretionary bonus
401(k) plan
Health insurance
Employee stock plan (ESIP)
Education assistance (LEAP)
Paid time off

Job summary

Franklin Templeton in the United States is seeking a Lead Wealth Distribution Intelligence & AI Partner – Private Markets to drive strategic analytics and AI-enabled sales initiatives. You will partner with Private Markets leadership and distribution teams to identify growth opportunities, optimize go-to-market plans, and translate insights into actionable recommendations.

This hybrid role can be based in Stamford, NY, or Boston, with four days in the office.

Qualifications

  • 8+ years of experience in distribution intelligence, analytics, or related fields.
  • Strong knowledge of Private Markets and wealth-management distribution.
  • Proven ability to translate data into executive-ready recommendations.
  • Proficient with SQL, Python and analytics tools; AI experience a plus.

Responsibilities

  • Lead strategic business & market intelligence translating priorities into measurable goals.
  • Develop client and opportunity intelligence through segmentation and scoring.
  • Apply AI, automation, and analytics to improve sales execution and targeting.
  • Develop scalable data capabilities with cross-functional teams.

Skills

Strategic thinking
Data storytelling
Executive communication
Stakeholder influence
AI & automation
Predictive analytics
SQL
Python
Power BI
Tableau
Excel

Education

Bachelor’s degree or equivalent
Advanced degree in analytics/data science/finance

Tools

SQL
Python
Power BI
Tableau
Excel
Generative AI tools

Job description

Franklin Templeton in the United States is seeking a Lead Wealth Distribution Intelligence & AI Partner – Private Markets to drive strategic analytics and AI-enabled sales initiatives. You will partner with Private Markets leadership and distribution teams to identify growth opportunities, optimize go-to-market plans, and translate insights into actionable recommendations.

This hybrid role can be based in Stamford, NY, or Boston, with four days in the office.

Get your free, confidential resume review.

or drag and drop your file here.

Similar jobs

Similar jobs worth comparing

Lead Wealth Distribution Intelligence & AI Partner – Private Markets
Lead Wealth Distribution Intelligence & AI Partner – Private Markets

Franklin Templeton • Boston (MA), New York (NY)

Hybrid
USD 148,000 - 183,000
Discretionary bonus
401(k) plan
Health insurance
+3
Enterprise AI Enablement Lead
Enterprise AI Enablement Lead

Franklin Templeton • Boston (MA)

Hybrid
USD 175,000 - 225,000
Health insurance
401(k) plan with match
Employee stock purchase program
+1
Lead AI Engineer – Multi-Agent Platform
Lead AI Engineer – Multi-Agent Platform

Franklin Templeton • Stamford (CT)

Hybrid
USD 180,000 - 212,000
Annual discretionary bonus
401(k) plan with match
Comprehensive healthcare options
Senior Wealth Marketing & Partnerships Lead (Hybrid)
Senior Wealth Marketing & Partnerships Lead (Hybrid)

Franklin Templeton • Boston (MA)

Hybrid
USD 115,000 - 150,000
PTO
Health coverage
401(k) match
+3
Enterprise AI Enablement Lead
Enterprise AI Enablement Lead

Franklin Templeton • New York (NY)

Hybrid
USD 175,000 - 225,000
PTO in first year
Health coverage
401(k) match
+2
Hybrid Senior Wealth Marketing & Partnerships Lead
Hybrid Senior Wealth Marketing & Partnerships Lead

Franklin Templeton • Stamford (CT)

Hybrid
USD 115,000 - 150,000
Paid Time Off
Health coverage
401(k) match
+3
Hybrid AI/ML Lead Engineer for Advisor Platform
Hybrid AI/ML Lead Engineer for Advisor Platform

Franklin Templeton • San Ramon (CA)

Hybrid
USD 180,000 - 212,000
Hybrid work
Discretionary bonus
AI Strategy & Solutions Director
AI Strategy & Solutions Director

Franklin Templeton • New York (NY)

Hybrid
USD 200,000 - 240,000
Paid Time Off
Health Coverage
401(k) plan with match
+3
Senior Wealth Marketing & Strategic Partnerships Lead
Senior Wealth Marketing & Strategic Partnerships Lead

Franklin Templeton • Saint Petersburg (FL)

Hybrid
USD 115,000 - 150,000
PTO 3 weeks
Health coverage
401(k) match
+3
Sales Enablement Analyst: Data-Driven Growth & Insights
Sales Enablement Analyst: Data-Driven Growth & Insights

Franklin Templeton • Boston (MA)

Hybrid
USD 79,000 - 93,000
PTO and holidays
Health insurance
401(k) with 85% match
+3