Director, Strategy & Analytics (Global Client Group)

Franklin Templeton•Boston, MA

2d•Hybrid

About The Position

At Franklin Templeton, we’re advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring expertise that’s both broad and unique. From our welcoming, inclusive, and flexible culture to our global and diverse business, we provide opportunities to help you reach your potential while helping our clients reach theirs. Come join us in delivering better outcomes for our clients around the world! Within the Global Client Group (GCG), the Director-Strategy & Analytics will serve as a strategic thought partner to GCG and firm leadership, synthesizing firmwide flow trends, product performance, market dynamics, and revenue implications into clear, executive-ready insights. This role sits at the intersection of distribution, finance, and investor communications—translating complex business drivers into cohesive narratives that inform earnings messaging, strategic planning, and senior leadership decision-making. The Director will lead a small team responsible for delivering forward-looking analysis and actionable insights that shape how the firm articulates business performance internally and externally. Key Mandate 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 How you will add value

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

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

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.
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