Strategic Institutional CRM & Data Analyst

Franklin Templeton; San Mateo (CA); Hybrid; USD 90,000 - 110,000; Full time

Benefits offered by this job

401(k) with company match

Health coverage

PTO

Educational assistance (LEAP)

Employee stock investment plan

Job summary

Franklin Templeton is seeking an Institutional CRM Data Analyst to own data-management processes for CRM data (clients, contacts, accounts, relationships) within Distribution Intelligence. The role partners with Sales, Client Service, Product, Technology, and Reporting to ensure data trust and governance across operations.

The ideal candidate brings 5–8 years in data governance and CRM, with SQL/Excel skills and experience with MMD or eVestment data, and a collaborative, problem-solving mindset.

Qualifications

• 5-8 years of relevant experience in data management, data governance, CRM, data operations, financial services, asset management, or related roles.
• Demonstrated institutional asset-management experience with complex data such as client, consultant, relationship, and coverage data.
• Hands-on experience managing CRM data and supporting sales/client-service users; experience with a CRM that serves as the client master is preferred.
• Exposure to institutional data sources such as MMD, eVestment, or comparable datasets.

Responsibilities

• Independently own BAU and mid-size data-management initiatives for Institutional CRM data.
• Review, triage, and resolve CRM data questions raised by Institutional Sales and Client Service.
• Define and execute data-quality rules, reconciliations, and validation evidence for CRM data domains.
• Translate ambiguous business requests into clear CRM requirements and rules.
• Partner with CRM Product and Technology on enhancements and release-readiness validation.
• Lead remediation cycles from issue intake through closure.
• Maintain SOPs, data dictionaries, and user guidance; coach junior analysts.

Skills

CRM data management

Data governance

SQL

Excel

Stakeholder communication

UAT testing

Data quality

Education

Bachelor's degree in data-related field

Tools

CRM software

MMD

eVestment

Job description

Franklin Templeton is seeking an Institutional CRM Data Analyst to own data-management processes for CRM data (clients, contacts, accounts, relationships) within Distribution Intelligence. The role partners with Sales, Client Service, Product, Technology, and Reporting to ensure data trust and governance across operations.

The ideal candidate brings 5–8 years in data governance and CRM, with SQL/Excel skills and experience with MMD or eVestment data, and a collaborative, problem-solving mindset.