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!
What is the Director, Strategic Insights responsible for?
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.
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
Strategic Analytics & Insights
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.
What will help you be successful in this role
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.
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
Work Schedule & Location
This role can be based in NYC, Stamford, Boston, Baltimore, San Mateo or Pasadena; and will work a hybrid schedule, combining in-office collaboration with remote work flexibility.
Compensation Range: Franklin Templeton offers employees a competitive and valuable range of total rewards—monetary and non-monetary — designed to support their well-being and recognize their time, talents, and results. 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. We expect the annual salary for this position to range between $180,000 - $220,000, depending on location and level of relevant experience, plus discretionary bonus.
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Experience our welcoming culture and reach your professional and personal potential!Our culture is shaped by the variety of perspectives and experiences brought by talent from around the world. Regardless of your interests, lifestyle, or background, there’s a place for you at Franklin Templeton. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life.
By joining us, you will become part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. We understand that benefits are at the core of employee well-being and may vary depending on individual needs. Whether you need support for maintaining your physical and mental health, saving for life’s adventures, taking care of your family members, or making a positive impact in your community, we aim to have your needs covered. Learn more about the wide range of benefits we offer at Franklin Templeton.
Highlights of our benefits include:
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*
*Only applicable at certain locations
Learn more about the wide range of benefits we offer at Franklin Templeton
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.
If you believe that you need an accommodation or adjustment to search for or apply for one of our positions, please send an email to [email protected]. In your email, please include the accommodation or adjustment you are requesting, the job title, and the job number you are applying for. It may take up to three business days to receive a response to your request. Please note that only accommodation requests will receive a response.
Franklin Templeton San Mateo, California, USA Office
1 Franklin Pkwy, San Mateo, CA, United States, 94403
Franklin Templeton Dublin, California, USA Office
5130 Hacienda Dr FL 4, Dublin, California, 94568-7598, United States, Dublin, United States, 94568-7598
Franklin Templeton Foster City, California, USA Office
Foster City, United States
Franklin Templeton San Francisco, California, USA Office
San Francisco, United States, 0
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