Director, Strategic Insights - Global Client Group

Franklin Templeton • New York City, NY

3d • Hybrid

About The Position

Within the Global Client Group (GCG), the Director, Strategic Insights will serve as a strategic thought partner to GCG and firm leadership. This role is responsible for synthesizing firmwide flow trends, product performance, market dynamics, and revenue implications into clear, executive-ready insights. Sitting at the intersection of distribution, finance, and investor communications, the Director translates complex business drivers into cohesive narratives that inform earnings messaging, strategic planning, and senior leadership decision-making. The Director will lead a small, high-impact team focused on delivering forward-looking analysis and actionable insights that shape how the firm evaluates and communicates business performance—both internally and externally. This role is ideal for a candidate with a management consulting or strategy background who excels at navigating ambiguity, synthesizing complex data, and translating analysis into clear, executive-level insights. You will lead an analytics function that connects sales flows, AUM trends, product mix, and market dynamics to revenue outcomes and informed strategic decisions.

Requirements

• 7–12 years of experience in asset management, management consulting with exposure to asset management, strategic finance, or related roles.
• Strong understanding of public-company reporting cadence and earnings processes.
• Deep familiarity with asset management fee structures across vehicles and channels.
• Demonstrated ability to synthesize complex financial and operating data into executive-level narratives.
• Experience presenting to senior leadership or supporting C-suite decision-making.
• Strategic thinker with strong commercial acumen
• Exceptional analytical and financial modeling skills
• Clear and compelling communicator (written and verbal)
• Ability to operate in fast-paced, deadline-driven environments
• High executive presence and stakeholder management capability
• Strong cross-functional collaborator

Responsibilities

• Translate global sales flows, AUM shifts, product mix trends, and market context into clear, data-driven insights and narratives that inform: Quarterly earnings messaging, Strategic business decisions, Investor and analyst engagement, Senior management discussions
• Analyze gross and net flows across channels, regions, and asset classes to identify key performance drivers.
• Evaluate AUM mix shifts and their implications for revenue, margin, and long-term growth.
• Synthesize internal performance data with external market and competitive context.
• Identify emerging trends and proactively flag risks and opportunities.
• Model fee revenue impacts across distribution channels, vehicles, and product types.
• Assess pricing, mix, and market-driven revenue sensitivities.
• Partner with Finance to align revenue forecasting assumptions with distribution trends.
• Support scenario modeling tied to strategic initiatives and market volatility.
• Partner closely with Investor Relations to develop earnings materials and supporting analytics.
• Build narrative frameworks explaining quarterly performance drivers.
• Anticipate investor and analyst questions and prepare supporting materials.
• Ensure consistency between underlying business performance and external messaging.
• Develop clear, concise presentations for senior management and executive committees.
• Translate complex analytics into digestible, decision-oriented insights.
• Serve as a strategic advisor to GCG leadership on performance positioning.
• Lead and develop a small team
• Establish analytical standards, governance, and best practices.
• Foster a high-performance, insight-driven team culture.

Benefits

• annual discretionary bonus
• 401(k) plan with a generous match
• recognition rewards
• comprehensive benefits package
• competitive healthcare options
• 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
• Three weeks paid time off the first year
• Medical, dental and vision insurance
• 401(k) Retirement Plan with 85% company match on your pre-tax and/or Roth contributions, up to the IRS limits
• Employee Stock Investment Program
• Tuition Assistance Program
• Purchase of company funds with no sales charge
• Onsite fitness center and recreation center
• Onsite cafeteria

What This Job Offers

• Job Type: Full-time
• Career Level: Director
• Education Level: No Education Listed