Strategic Institutional CRM Data Analyst

Franklin Templeton; Stamford (CT); Hybrid; USD 90,000 - 110,000; Full time

Benefits offered by this job

PTO and holidays

Health coverage

401(k) plan with match

ESIP

LEAP education assistance

Employee stock investment plan

Job summary

Franklin Templeton is seeking an Institutional CRM & Data Analyst to join the Distribution Intelligence team, focusing on the Institutional business. This role owns data-management processes for CRM, ensuring data is trusted, governed, and ready for use across operations, reporting, and analytics.

You will translate business needs into data rules, partner with Sales, Client Service, Product, Technology, and Reporting, and work with datasets like MMD and eVestment.

Qualifications

• 5-8 years of relevant experience in data management, governance, or CRM.
• Institutional asset-management exposure with client/relationship data.
• Experience supporting sales or client service users of a CRM master.
• Exposure to MMD, eVestment or similar datasets preferred.
• Proficient in SQL, Excel; able to define data requirements and controls.

Responsibilities

• Own BAU and project data-management initiatives for Institutional CRM data.
• Review CRM data questions, clarify ownership, hierarchy, and data-entry issues.
• Define data-quality rules, reconciliations, and validation evidence.
• Lead remediation cycles from issue intake to closure.
• Maintain SOPs, data dictionaries, and coach junior analysts.

Skills

SQL

Excel

CRM data management

Data governance

Data analysis

Job description

Franklin Templeton is seeking an Institutional CRM & Data Analyst to join the Distribution Intelligence team, focusing on the Institutional business. This role owns data-management processes for CRM, ensuring data is trusted, governed, and ready for use across operations, reporting, and analytics.

You will translate business needs into data rules, partner with Sales, Client Service, Product, Technology, and Reporting, and work with datasets like MMD and eVestment.