Sales Enablement Analyst

Franklin Templeton; Pasadena (CA); Hybrid; USD 79,000 - 93,000; Full time

Benefits offered by this job

401(k) plan with a generous match

Employee Stock Investment Plan (ESIP)

LEAP education assistance

Competitive healthcare options

Vacation & leaves and wellness program

Job summary

Franklin Templeton seeks a Sales Enablement Analyst to join a data-driven Institutional Sales Enablement function. You will turn complex data into clear insights, support U.S. Institutional and Consultant Relations with dashboards, and partner with cross-functional teams to drive strategic initiatives.

Based in Pasadena, CA or Boston, MA, this hybrid role includes collaboration across distribution, technology, and finance to deliver actionable recommendations and improve sales outcomes.

Qualifications

• Bachelor’s degree in business, Finance, Accounting, Economics, Data Analytics, Information Systems, or a related field.
• 2–5 years of experience in data analytics, business intelligence, reporting, financial services, investment management, or a related analytical role.
• Strong analytical and problem-solving skills, with the ability to translate complex data into clear, actionable business insights.
• Experience creating reports and data visualizations that support business planning and decision-making.
• Advanced Excel skills and experience working with large, complex datasets.
• Experience with SQL, Power BI, or similar tools is a plus.
• Experience supporting sales, distribution, client engagement, pipeline analysis, segmentation, or business development analytics is a plus.
• Knowledge of investment management, asset management, or financial services is strongly preferred.
• Ability to balance strategic thinking with attention to detail and follow-through.
• Strong communication and presentation skills; ability to explain findings to technical and non-technical audiences.

Responsibilities

• Turn Data into Strategic Insights: Analyze business, product, sales, and client data to uncover trends and growth drivers.
• Translate complex data into actionable recommendations to support planning and performance.
• Partner with sales leaders to deliver analysis informing strategic initiatives.
• Provide analytical support to U.S. Institutional and Consultant Relations teams (pipeline, client trends, segmentation).
• Guide dashboards and metrics development with the reporting team to improve visibility into pipeline activity and client engagement.
• CRMs power user; support adoption and data quality, surface insights, and gather feedback to improve the sales experience.
• Collaborate across Franklin Templeton to solve business questions with practical analytical solutions.
• Support executive-level reporting with thoughtful analysis and reliable data.

Skills

Data analytics

Communication skills

Presentation skills

Cross-functional collaboration

Problem-solving

Education

Bachelor’s degree in business, Finance, Accounting, Economics, Data Analytics, Information Systems, or related field

Tools

SQL

Power BI

CRM platforms

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.

About The Team

Join Franklin Templeton’s Institutional Sales Enablement team and help global sales teams use data, technology, and insights to better serve clients and grow the business. Our team delivers actionable intelligence, innovative tools, and data-driven recommendations that support distribution transformation, deepen client engagement, and enable scalable growth. In this collaborative role, you will work with Distribution Intelligence, Data, Technology, Client Services, and stakeholders across Sales, Marketing, Finance, and Legal/Compliance to turn complex information into clear business intelligence.

As a Sales Enablement Analyst, you will help bring this mission to life as a trusted analytical partner to sales leaders and business stakeholders, with a focus on the U.S. Institutional and Consultant Relations businesses. You will uncover trends, identify opportunities, and translate complex information into insights that inform strategy and support business growth. This is an opportunity for a curious, data-driven professional who enjoys solving business problems, building reporting solutions, and working at the intersection of investments, sales, client service, and business strategy.

How You Will Add Value

Turn Data into Strategic Insights

• Analyze business, product, sales, and client data to uncover trends, risks, opportunities, and growth drivers.
• Translate complex data into actionable recommendations that support planning, prioritization, and business performance.
• Partner with sales leaders and business stakeholders to deliver analysis that informs strategic initiatives and distribution objectives.

Support Sales and Business Development Efforts

• Provide analytical support to the U.S. Institutional and Consultant Relations teams, including pipeline activity, sales engagement, client trends, and segmentation opportunities.
• Partner with the reporting team to identify business needs and guide the development of dashboards and metrics that increase visibility into pipeline activity, client engagement, and business development outcomes.
• Serve as a CRM power user and partner with sales teams to support adoption, maintain clean data, surface actionable insights, share updates, and gather feedback to improve the sales experience.

Collaborate Across a Global Organization

• Collaborate with teams across Franklin Templeton to solve complex business questions and deliver practical analytical solutions.
• Support strategic, corporate, and executive-level reporting requests with thoughtful analysis, clear storytelling, and reliable data.

What Will Help You Be Successful

• Bachelor’s degree in business, Finance, Accounting, Economics, Data Analytics, Information Systems, or a related field.
• 2–5 years of experience in data analytics, business intelligence, reporting, financial services, investment management, or a related analytical role.
• Strong analytical and problem-solving skills, with the ability to translate complex data into clear, actionable business insights.
• Experience creating reports and data visualizations that support business planning and decision-making.
• Advanced Excel skills and experience working with large, complex datasets.
• Experience with SQL, Power BI, or similar business intelligence and analytics tools is a plus.
• Experience supporting sales, distribution, client engagement, pipeline analysis, segmentation, or business development analytics is a plus.
• Experience with CRM platforms, such as Microsoft Dynamics, is a plus.
• Experience working with institutional consultants, consultant relations, or the institutional investment consultant ecosystem is a plus.
• Knowledge of investment management, asset management, capital markets, or financial services is strongly preferred.
• Ability to balance strategic thinking with strong attention to detail, data accuracy, and follow-through.
• Strong communication and presentation skills, with the ability to explain analytical findings to technical and non-technical audiences.
• Ability to manage multiple priorities, work collaboratively, and deliver high-quality results in a fast-paced environment.

Work schedule & location

This role is based in our Pasadena, CA or Boston, MA office and follows a hybrid schedule of 4 days in the office and 1 day remote each week. Franklin Templeton offers employees a competitive and valuable range of total rewards—monetary and non-monetary — designed to support their well-being and recognize their time, talents, and results. Along with base compensation, employees are eligible for an annual discretionary bonus, a 401(k) plan with a generous match, and recognition rewards. We also offer a comprehensive benefits package, which includes a range of competitive healthcare options, insurance, and disability benefits, employee stock investment program, learning resources, career development programs, reimbursement for certain education expenses, paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays) and a motivational wellbeing program. We expect the annual salary for this position to range between $78,700 - $92,600 depending on location and level of relevant experience, plus discretionary bonus.

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.