Institutional CRM & Data Analyst
for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real content.
We must not repeat job title as heading. No Job ID etc. Remove boilerplate like EEO etc. Also remove application instructions (none present). Keep all substantive info.
We need to parse the posting.
Content:
Intro paragraph about Franklin Templeton: At Franklin Templeton... (mission). Then "We are looking for an Institutional CRM & Data Analyst to join the Distribution Intelligence team with a focus on the Institutional business." Then description of role.
Then sections: "How You Will Add Value" with subheadings: Institutional CRM Data Management, Data Quality & Requirements, Cross-Functional Remediation & Enhancements, Documentation & Team Development. Each with bullet points.
Then "What Will Help You Be Successful" with bullet list of qualifications.
Then "Work schedule & location" paragraph.
Then benefits description: "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 $90,000 - $110,000, depending on location and level of relevant experience, plus discretionary bonus. 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"
Then EEO boilerplate to remove.
Thus we need sections: About the role? The intro could be "About the role". Could also include a short paragraph about the team. We'll create About the role
with paragraph(s) summarizing the mission and role overview.
Responsibilities: Could be the "How You Will Add Value" sections. Could combine into one Responsibilities section with sub-bullets. Or we could split into multiple sections like Responsibilities, Data Quality, etc. But the instruction: Prefer a few substantive sections over many thin ones. So we can have Responsibilities covering all the bullet points under How You Will Add Value. Could also have Requirements/Qualifications/Skills sections.
We have qualifications list: "What Will Help You Be Successful" includes experience, skills. Could split into Requirements (experience) and Skills (technical). But we can combine into Requirements.
We have Pay and Schedule: we have salary range and work schedule & location. So we need Pay section (salary range) and Schedule section (hybrid schedule, locations). Benefits section: we have benefits details.
Thus sections: About the role, Responsibilities, Requirements, Benefits, Pay, Schedule.
We must not include sections with filler like "commensurate with experience". We have actual content.
Now produce HTML.
We need to use for each section heading. Use - for any list of duties/requirements/benefits. Use
for prose.
We must preserve all substantive information; do not invent or summarize away detail. So we need to keep details like bullet points exactly as given (maybe rephrase slightly but keep meaning). Must not omit any detail.
Let's extract details.
About the role: Intro paragraphs:
"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. We are looking for an Institutional CRM & Data Analyst to join the Distribution Intelligence team with a focus on the Institutional business. This role independently owns recurring and project-based data-management processes for the client, contact, prospect, account, consultant, relationship, hierarchy, ownership, and coverage data mastered in CRM, ensuring that Institutional data is trusted, governed, and ready for use across business operations, reporting, and analytics. The ideal candidate will combine institutional asset-management experience with strong data-management, CRM, and analytical skills. This person will understand how institutional clients, consultants, accounts, relationships, contacts, and coverage are represented in CRM; translate business needs into data rules and controls; and partner effectively with Sales, Client Service, Product, Technology, and Reporting teams. Exposure to institutional datasets such as MMD and eVestment is preferred."
That's a lot; we can keep as paragraph(s). Could split into two paragraphs for readability but not required.
Responsibilities: Under "How You Will Add Value" with subheadings.
We need to capture each bullet point.
Institutional CRM Data Management:
- Independently own BAU and mid-size data-management initiatives for Institutional CRM data, including client and contact updates, relationship and coverage maintenance, account and prospect data management, issue resolution, onboarding support, and project data readiness.
- Review, triage, and resolve CRM data questions raised by Institutional Sales and Client Service, clarifying ownership, hierarchy, account, contact, relationship, coverage, and data-entry issues.
Data Quality & Requirements:
- Define and execute data-quality rules, reconciliations, root-cause analysis, exception workflows, and validation evidence for assigned Institutional data domains.
- Evaluate and reconcile CRM data with institutional market, consultant, and client datasets, including MMD, eVestment, reporting outputs, and approved data extracts, to identify gaps and support governed enrichment.
Cross-Functional Remediation & Enhancements:
- Translate ambiguous business requests into clear field definitions, CRM requirements, business rules, test cases, acceptance criteria, and operational controls.
- Partner with CRM Product and Technology teams on enhancements by documenting current-state gaps, supporting solution design, completing UAT and release-readiness validation, and reviewing post-implementation results.
- Lead remediation cycles from issue intake through analysis, stakeholder alignment, correction, validation, communication, and closure.
Documentation & Team Development:
- Maintain SOPs, data dictionaries, process maps, control checklists, and user guidance; coach junior analysts on evidence standards, escalation judgment, data-quality checks, and stakeholder communication.
We'll put these under Responsibilities as a list (maybe grouped). Could also keep subheadings inside but instruction says use
for section headings only; we can still have ? Not specified; better to avoid extra headings. We'll just list all responsibilities as - items.
Requirements: From "What Will Help You Be Successful":
- 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, including work with complex institutional client, consultant, account, organization, relationship, hierarchy, or coverage data.
- Hands-on experience managing CRM data and supporting sales or client-service users; experience with a CRM that serves as the client master is strongly preferred.
- Exposure to institutional data sources such as MMD, eVestment, or comparable consultant, market, or client datasets preferred.
- Intermediate SQL, strong Excel, and practical experience profiling and reconciling datasets, investigating root causes, and designing validation logic and data-quality controls.
- Ability to communicate with Institutional business users and Technology partners, converting business language into structured data requirements, test cases, and practical solutions.
- Demonstrated ability to own work independently, manage competing requests, support UAT and release validation, and improve repeatable processes.
We could split into Requirements (experience) and Skills (technical). But we can combine into Requirements.
Benefits: The benefits paragraph plus highlights.
We need to capture all benefits details:
- Competitive and valuable range of total rewards—monetary and non-monetary.
- Annual discretionary bonus.
- 401(k) plan with a generous match.
- Recognition rewards.
- Comprehensive benefits package includes:
- Competitive healthcare options (medical, dental, vision).
- Insurance.
- 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).
- Motivational wellbeing program.
- Salary range: $90,000 - $110,000 (depending on location and experience) plus discretionary bonus. (But salary goes to Pay section.)
- 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
We need to separate Pay and Benefits. Pay section: salary range plus discretionary bonus mention.
Schedule section: "Work schedule & location This role works a hybrid schedule, commutable to our Pasadena (CA), Boston (MA), Stamford (CT) or San Mateo (CA) office."
Thus schedule: hybrid schedule, locations.
Now produce HTML.
We must not include any markdown fences. Just raw HTML.
Let's craft.
We'll start with
About the role
then ... maybe two paragraphs.
We'll keep the content exactly as given but we can split into two paragraphs for readability.
Paragraph 1: At Franklin Templeton... up to "We are looking for an Institutional CRM & Data Analyst to join the Distribution Intelligence team with a focus on the Institutional business."
Paragraph 2: This role independently owns ... Exposure to institutional datasets such as MMD and eVestment is preferred.
Now Responsibilities
Responsibilities
then - ... each bullet.
We need to ensure we include all bullet points exactly.
Let's list them:
1. Independently own BAU and mid-size data-management initiatives for Institutional CRM data, including client and contact updates, relationship and coverage maintenance, account and prospect data management, issue resolution, onboarding support, and project data readiness.
2. Review, triage, and resolve CRM data questions raised by Institutional Sales and Client Service, clarifying ownership, hierarchy, account, contact, relationship, coverage, and data-entry issues.
3. Define and execute data-quality rules, reconciliations, root-cause analysis, exception workflows, and validation evidence for assigned Institutional data domains.
4. Evaluate and reconcile CRM data with institutional market, consultant, and client datasets, including MMD, eVestment, reporting outputs, and approved data extracts, to identify gaps and support governed enrichment.
5. Translate ambiguous
- for any list of duties/requirements/benefits. Use
for prose. We must preserve all substantive information; do not invent or summarize away detail. So we need to keep details like bullet points exactly as given (maybe rephrase slightly but keep meaning). Must not omit any detail. Let's extract details. About the role: Intro paragraphs: "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. We are looking for an Institutional CRM & Data Analyst to join the Distribution Intelligence team with a focus on the Institutional business. This role independently owns recurring and project-based data-management processes for the client, contact, prospect, account, consultant, relationship, hierarchy, ownership, and coverage data mastered in CRM, ensuring that Institutional data is trusted, governed, and ready for use across business operations, reporting, and analytics. The ideal candidate will combine institutional asset-management experience with strong data-management, CRM, and analytical skills. This person will understand how institutional clients, consultants, accounts, relationships, contacts, and coverage are represented in CRM; translate business needs into data rules and controls; and partner effectively with Sales, Client Service, Product, Technology, and Reporting teams. Exposure to institutional datasets such as MMD and eVestment is preferred." That's a lot; we can keep as paragraph(s). Could split into two paragraphs for readability but not required. Responsibilities: Under "How You Will Add Value" with subheadings. We need to capture each bullet point. Institutional CRM Data Management: - Independently own BAU and mid-size data-management initiatives for Institutional CRM data, including client and contact updates, relationship and coverage maintenance, account and prospect data management, issue resolution, onboarding support, and project data readiness. - Review, triage, and resolve CRM data questions raised by Institutional Sales and Client Service, clarifying ownership, hierarchy, account, contact, relationship, coverage, and data-entry issues. Data Quality & Requirements: - Define and execute data-quality rules, reconciliations, root-cause analysis, exception workflows, and validation evidence for assigned Institutional data domains. - Evaluate and reconcile CRM data with institutional market, consultant, and client datasets, including MMD, eVestment, reporting outputs, and approved data extracts, to identify gaps and support governed enrichment. Cross-Functional Remediation & Enhancements: - Translate ambiguous business requests into clear field definitions, CRM requirements, business rules, test cases, acceptance criteria, and operational controls. - Partner with CRM Product and Technology teams on enhancements by documenting current-state gaps, supporting solution design, completing UAT and release-readiness validation, and reviewing post-implementation results. - Lead remediation cycles from issue intake through analysis, stakeholder alignment, correction, validation, communication, and closure. Documentation & Team Development: - Maintain SOPs, data dictionaries, process maps, control checklists, and user guidance; coach junior analysts on evidence standards, escalation judgment, data-quality checks, and stakeholder communication. We'll put these under Responsibilities as a list (maybe grouped). Could also keep subheadings inside but instruction says use
for section headings only; we can still have
? Not specified; better to avoid extra headings. We'll just list all responsibilities as
- items.
Requirements: From "What Will Help You Be Successful":
- 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, including work with complex institutional client, consultant, account, organization, relationship, hierarchy, or coverage data.
- Hands-on experience managing CRM data and supporting sales or client-service users; experience with a CRM that serves as the client master is strongly preferred.
- Exposure to institutional data sources such as MMD, eVestment, or comparable consultant, market, or client datasets preferred.
- Intermediate SQL, strong Excel, and practical experience profiling and reconciling datasets, investigating root causes, and designing validation logic and data-quality controls.
- Ability to communicate with Institutional business users and Technology partners, converting business language into structured data requirements, test cases, and practical solutions.
- Demonstrated ability to own work independently, manage competing requests, support UAT and release validation, and improve repeatable processes.
We could split into Requirements (experience) and Skills (technical). But we can combine into Requirements.
Benefits: The benefits paragraph plus highlights.
We need to capture all benefits details:
- Competitive and valuable range of total rewards—monetary and non-monetary.
- Annual discretionary bonus.
- 401(k) plan with a generous match.
- Recognition rewards.
- Comprehensive benefits package includes:
- Competitive healthcare options (medical, dental, vision).
- Insurance.
- 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).
- Motivational wellbeing program.
- Salary range: $90,000 - $110,000 (depending on location and experience) plus discretionary bonus. (But salary goes to Pay section.)
- 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
We need to separate Pay and Benefits. Pay section: salary range plus discretionary bonus mention.
Schedule section: "Work schedule & location This role works a hybrid schedule, commutable to our Pasadena (CA), Boston (MA), Stamford (CT) or San Mateo (CA) office."
Thus schedule: hybrid schedule, locations.
Now produce HTML.
We must not include any markdown fences. Just raw HTML.
Let's craft.
We'll start with
About the role
then... maybe two paragraphs. We'll keep the content exactly as given but we can split into two paragraphs for readability. Paragraph 1: At Franklin Templeton... up to "We are looking for an Institutional CRM & Data Analyst to join the Distribution Intelligence team with a focus on the Institutional business." Paragraph 2: This role independently owns ... Exposure to institutional datasets such as MMD and eVestment is preferred. Now Responsibilities
Responsibilities
then- ... each bullet. We need to ensure we include all bullet points exactly. Let's list them: 1. Independently own BAU and mid-size data-management initiatives for Institutional CRM data, including client and contact updates, relationship and coverage maintenance, account and prospect data management, issue resolution, onboarding support, and project data readiness. 2. Review, triage, and resolve CRM data questions raised by Institutional Sales and Client Service, clarifying ownership, hierarchy, account, contact, relationship, coverage, and data-entry issues. 3. Define and execute data-quality rules, reconciliations, root-cause analysis, exception workflows, and validation evidence for assigned Institutional data domains. 4. Evaluate and reconcile CRM data with institutional market, consultant, and client datasets, including MMD, eVestment, reporting outputs, and approved data extracts, to identify gaps and support governed enrichment. 5. Translate ambiguous
- items.
Requirements: From "What Will Help You Be Successful":
- 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, including work with complex institutional client, consultant, account, organization, relationship, hierarchy, or coverage data.
- Hands-on experience managing CRM data and supporting sales or client-service users; experience with a CRM that serves as the client master is strongly preferred.
- Exposure to institutional data sources such as MMD, eVestment, or comparable consultant, market, or client datasets preferred.
- Intermediate SQL, strong Excel, and practical experience profiling and reconciling datasets, investigating root causes, and designing validation logic and data-quality controls.
- Ability to communicate with Institutional business users and Technology partners, converting business language into structured data requirements, test cases, and practical solutions.
- Demonstrated ability to own work independently, manage competing requests, support UAT and release validation, and improve repeatable processes.
We could split into Requirements (experience) and Skills (technical). But we can combine into Requirements.
Benefits: The benefits paragraph plus highlights.
We need to capture all benefits details:
- Competitive and valuable range of total rewards—monetary and non-monetary.
- Annual discretionary bonus.
- 401(k) plan with a generous match.
- Recognition rewards.
- Comprehensive benefits package includes:
- Competitive healthcare options (medical, dental, vision).
- Insurance.
- 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).
- Motivational wellbeing program.
- Salary range: $90,000 - $110,000 (depending on location and experience) plus discretionary bonus. (But salary goes to Pay section.)
- 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
We need to separate Pay and Benefits. Pay section: salary range plus discretionary bonus mention.
Schedule section: "Work schedule & location This role works a hybrid schedule, commutable to our Pasadena (CA), Boston (MA), Stamford (CT) or San Mateo (CA) office."
Thus schedule: hybrid schedule, locations.
Now produce HTML.
We must not include any markdown fences. Just raw HTML.
Let's craft.
We'll start with