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 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.
Inform strategic business decisions.
Support investor and analyst engagement.
Provide 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.
Revenue & Business Modeling
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.
Earnings & Investor Messaging
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.
Executive Communication
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.
Team Leadership
Lead and develop a small team.
Establish analytical standards, governance, and best practices.
Foster a high‑performance, insight‑driven team culture.
Build teams with diverse skills, backgrounds, and experiences.
Building teams with diverse skills, backgrounds, and experiences has always been important to us. Cultivating an inclusive culture where employees feel safe to share their voices is not only beneficial for our people, but also drives innovation and enables us to deliver better client outcomes.
Preferred Qualifications
Wealth 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.
Core Competencies
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.
At Franklin Templeton, we are committed to an inclusive culture and diverse workplace. We provide tools, resources, and learning opportunities to help you excel in your career and personal life. Our wide range of benefits supports your well‑being, family, and community impact.
Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and existing employees, evaluating qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, 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. We welcome applicants with flexible working arrangements and encourage returners to explore our job opportunities. As a registered UK Disability Confident Employer, we encourage disclosure of disability status for appropriate support.
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