Lead Wealth Distribution Intelligence & AI Partner – Private Markets

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.

Summary We are seeking a Lead Wealth Distribution Intelligence & AI Partner – Private Markets to join the Distribution Intelligence team within Wealth Intelligence & Analytics. This senior individual contributor will serve as the primary intelligence and analytics partner to Private Markets leadership and distribution teams. The role combines deep knowledge of Private Markets 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 Private Markets leadership, translating business priorities into measurable objectives, insights, and recommendations. Apply a strong understanding of the Private Markets landscape to identify market trends, growth opportunities, competitive dynamics, and implications for distribution strategy. Support business planning, resource allocation, performance reviews, go-to-market strategy, and other strategic decisions with forward-looking analysis. Client & Opportunity Intelligence Develop a comprehensive view of firms, advisors, buying units, platforms, and distribution opportunities 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, product adoption, and market share to identify performance 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 Private Markets Sales, Wealth Field Sales, National Accounts, Marketing, Product, and Sales Enablement to translate intelligence into coordinated client and distribution actions. Lead the testing of new analytical approaches, measure 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 distribution 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. Provide analytical thought leadership and help shape best practices, tools, and methodologies that can scale across the organization. What qualifications, skills, and experience would help someone be successful? Bachelor’s degree or equivalent