Senior Wealth Distribution Intelligence & AI Partner - RIA Field & Platforms

Franklin Templeton; New York (NY); On-site; USD 180,000 - 240,000; Full time

Job summary

Franklin Templeton in New York seeks a Senior Wealth Distribution Intelligence & AI Partner to advance analytics for RIA Field & Platforms within Wealth Intelligence & Analytics. This role blends market knowledge with AI, driving growth opportunities and smarter sales execution across the distribution ecosystem.

The successful candidate translates complex data into actionable recommendations, partnering with Field Sales, Platforms, Marketing, and Product to deliver scalable, AI-enabled insights

Qualifications

• Bachelor's degree or equivalent experience; advanced degree preferred.
• 5-8 years of relevant experience in distribution intelligence, analytics, sales strategy, client analytics, data science, or financial services.
• Strong knowledge of the U.S. RIA market, including its major business models and platforms.
• Experience supporting asset management distribution, RIA sales, platform relationships, or wealth management organizations.
• Ability to apply AI, automation, predictive analytics, segmentation, or similar techniques to business challenges.
• Strong command of sales metrics such as assets, flows, pipeline, product adoption, and market share.

Responsibilities

• Strategic Business & Market Intelligence: translate priorities into measurable objectives, insights, and recommendations.
• Client & Opportunity Intelligence: build segmentation, scoring, and prioritization frameworks based on market potential and client behavior.
• AI-Enabled Sales Execution: apply generative AI and analytics to identification, targeting, planning, and next-best-action recommendations.
• Data & Capability Development: partner with tech and data teams to develop scalable data, analytical, and AI capabilities.

Skills

SQL

Python

Power BI

Tableau

Excel

Generative AI

Workflow automation

Data storytelling

Stakeholder influence

Education

Bachelor's degree or equivalent

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 Senior Wealth Distribution Intelligence & AI Partner - RIA Field & Platforms to join the Distribution Intelligence team within Wealth Intelligence & Analytics. This senior individual contributor will serve as the primary intelligence and analytics partner to RIA Field and Platform leadership.

The role combines deep knowledge of the RIA market 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 RIA Field and Platform leadership, translating business priorities into measurable objectives, insights, and recommendations.

Apply a strong understanding of the RIA ecosystem to identify market trends, growth opportunities, competitive dynamics, and implications for coverage and sales strategy.

Support business planning, territory design, resource allocation, performance reviews, and other strategic decisions with forward-looking analysis.

Client & Opportunity Intelligence

Develop a comprehensive view of firms, advisors, buying units, platforms, and centers of influence 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, market share, and other performance indicators to identify 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 Field Sales, Platforms, National Accounts, Marketing, Product, and Sales Enablement to translate intelligence into coordinated client and territory actions.

Rapidly test new analytical approaches, measure their 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 field 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.

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.

5-8 years of relevant experience in distribution intelligence, analytics, sales strategy, client analytics, data science, or financial services.

Strong knowledge of the U.S. RIA market, including its major business models, platforms, participants, and distribution dynamics.

Experience supporting asset management distribution, RIA sales, platform relationships, or wealth management organizations.

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, communication, data storytelling, and stakeholder influence