Lead Wealth Distribution Intelligence & AI Partner – Private Markets

Franklin Templeton; Boston (MA); Hybrid; USD 148,000 - 183,000; Full time

Benefits offered by this job

PTO 3 weeks

Health insurance

401k match

ESIP

Job summary

Franklin Templeton is seeking a Lead Wealth Distribution Intelligence & AI Partner – Private Markets to drive intelligence across distribution leadership. This senior IC role blends Private Markets expertise with advanced analytics, AI, and strategic problem-solving to uncover growth opportunities and inform senior decision-making.

The role requires translating complex data into actionable recommendations while developing scalable, AI-enabled capabilities that modernize intelligence delivery

Qualifications

• Bachelor’s degree or equivalent experience; advanced degree in analytics, data science, business, finance, economics, or 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 Private Markets landscape, 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 techniques to business challenges.
• Strong command of sales, AUM, flows, pipeline, product adoption, client activity, market share, and wealth management data.

Responsibilities

• Serve as a strategic analytics partner to Private Markets leadership, translating priorities into measurable objectives and insights.
• Identify market trends, growth opportunities, competitive dynamics, and implications for distribution strategy.
• Support business planning, resource allocation, performance reviews, go-to-market strategy with forward-looking analysis.
• Develop a comprehensive view of firms, advisors, buying units, platforms, and distribution opportunities.
• Build segmentation, opportunity-scoring, and prioritization frameworks based on market potential and engagement.
• Analyze sales, assets, flows, pipeline, retention, product adoption, and market share to identify drivers and risks.
• Apply generative AI, predictive analytics, and automation to opportunity identification and sales planning.
• Lead testing of new analytical approaches, measure commercial impact, and scale successful use cases.

Skills

Strategic thinking

Executive communication

Stakeholder influence

Cross-functional leadership

Data storytelling

Education

Bachelor’s degree or equivalent

Advanced degree preferred

Tools

SQL

Python

Power BI

Tableau

Excel

Generative AI tools

Workflow automation

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.

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.

Role Summary

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.

What are the ongoing responsibilities of this position?

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.

What qualifications, skills, and experience would help someone be successful?

• Bachelor’s 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.

Work Schedule and Location

• 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 $148,000 – $183,000 per year depending on location plus bonus opportunity.

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.