Senior Wealth Distribution Intelligence & AI Partner – RIA Field & Platforms

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.

Role Summary

We are seeking a Senior Wealth Distribution Intelligence & AI Partner – RIA Field & Platforms to join the Distribution Intelligence team within Wealth Intelligence & Analytics. This senior individual contributor will serve as the primary intelligence and analytics partner to RIA Field and Platform leadership.

The role combines deep knowledge of the RIA market 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 RIA Field and Platform leadership, translating business priorities into measurable objectives, insights, and recommendations.
• Apply a strong understanding of the RIA ecosystem to identify market trends, growth opportunities, competitive dynamics, and implications for coverage and sales strategy.
• Support business planning, territory design, resource allocation, performance reviews, and other strategic decisions with forward-looking analysis.

Client & Opportunity Intelligence

• Develop a comprehensive view of firms, advisors, buying units, platforms, and centers of influence 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, market share, and other performance indicators to identify 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 Field Sales, Platforms, National Accounts, Marketing, Product, and Sales Enablement to translate intelligence into coordinated client and territory actions.
• Rapidly test new analytical approaches, measure their 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 field 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.

What qualifications, skills, and experience would help someone be successful?

• Bachelor’s degree or equivalent experience; advanced degree in analytics, data science, business, finance, economics, or a related field preferred.
• 5–8 years of relevant experience in distribution intelligence, analytics, sales strategy, client analytics, data science, or financial services.
• Strong knowledge of the U.S. RIA market, including its major business models, platforms, participants, and distribution dynamics.
• Experience supporting asset management distribution, RIA sales, platform relationships, or wealth management organizations.
• Demonstrated ability to apply AI, automation, predictive analytics, segmentation, opportunity scoring, or similar analytical techniques to business challenges.
• Strong command of sales, AUM, flows, pipeline, product adoption, client activity, market share, and wealth management data.
• Proficiency with analytical tools such as SQL, Python, Power BI, Tableau, Excel, generative AI tools, workflow automation, or similar technologies.
• Ability to work directly with data while translating complex analysis into clear commercial recommendations.
• Strong strategic thinking, business judgment, communication, data storytelling, and stakeholder influence skills.
• Practical, outcome-oriented mindset with the ability to move complex cross-functional work forward without direct authority.

Work Schedule and Location

• This is a hybrid role that can be based out of Stamford (CT), New York City, or Boston (MA) whereby the employee will work out of the office 4 days per week.

Franklin Templeton offers employees a competitive and valuable range of total rewards, monetary and non-monetary, designed to support the whole person and to recognize their time, talents, and results. Along with base compensation, other compensation is offered such as a discretionary bonus, 401k plan, health insurance, and other perks. There are several factors taken into consideration in making compensation decisions including but not limited to location, job-related knowledge, skills, and experience. At Franklin Templeton, we apply a total reward philosophy where all aspects of compensation and benefits are taken into consideration in determining compensation. We expect the salary for this position to range between $116,000 – $143,000 per year depending on location plus bonus opportunity.

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

Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation.