Institutional CRM & Data Analyst
About the role
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.
Responsibilities
- 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