Lead Wealth Distribution Intelligence & AI Partner – Private Markets

Franklin Templeton; Stamford (CT); Hybrid; USD 148,000 - 183,000; Full time

Benefits offered by this job

Three weeks PTO

Health insurance

401(k) match (85% Mo/Mo)

Employee stock plan

LEAP education assistance

Employee investment benefits

Job summary

Franklin Templeton seeks a senior Lead Wealth Distribution Intelligence & AI Partner – Private Markets to join the Distribution Intelligence team within Wealth Intelligence & Analytics. This role translates data into actionable strategies, blending Private Markets expertise with AI and advanced analytics to drive growth and informed decisions.

The position is hybrid, based in Stamford, CT or NYC/Boston, with responsibilities spanning strategy, analytics, and AI-enabled sales execution to

Qualifications

• Bachelor’s degree or equivalent experience; advanced degree preferred.
• 8+ years of relevant experience in distribution intelligence, analytics, sales strategy, or financial services.
• Strong knowledge of the Private Markets landscape and distribution dynamics.
• Experience supporting Private Markets, Alternatives, or wealth management distribution.
• Demonstrated ability to apply AI, automation, predictive analytics, or segmentation to business challenges.
• Strong command of sales metrics and wealth management data.
• Proficiency with SQL, Python, Power BI, Tableau, Excel, and AI tools.
• Ability to translate analysis into clear commercial recommendations.
• Strong strategic thinking and executive communication.

Responsibilities

• Serve as strategic analytics partner to Private Markets leadership with measurable objectives and insights.
• Identify market trends, growth opportunities, and implications for distribution strategy.
• Support planning, resource allocation, performance reviews, and go‑to‑market decisions with forward-looking analysis.
• Develop a comprehensive view of firms, advisors, platforms, and distribution opportunities.
• Build segmentation, opportunity scoring, and prioritization frameworks based on market potential and wallet opportunity.
• Analyze sales, assets, flows, pipeline, and market share to identify drivers and risks.
• Apply generative AI, predictive analytics, automation to opportunity ID, targeting, and sales planning.
• Collaborate with Sales, Marketing, Product, and Enablement to translate insights into actions.
• Lead testing of new analytical approaches and scale successful use cases.
• Communicate insights through concise data storytelling to executives and teams.
• Partner with Technology, Data Science, CRM to develop scalable data and AI capabilities.
• Identify data gaps and establish standards to strengthen the function.

Skills

SQL

Python

Power BI

Tableau

Excel

Generative AI

Workflow automation

Data storytelling

Executive communication

Stakeholder influence

Strategic thinking

Cross-functional leadership

Education

Bachelor’s degree or equivalent experience

Advanced degree in analytics, data science, business, finance, economics

Tools

SQL

Python

Power BI

Tableau

Excel

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.

#LI-Hybrid

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.