Lead Digital Transformation and Optimization Analyst

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 and diversified 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.

The Lead Digital Transformation and Optimisation Analyst plays a critical role within the Client and Marketing Experience team at Franklin Templeton, with a primary focus on the EMEA region and global oversight responsibilities. This role will help create better outcomes for our clients and marketing teams by being laser focused on process improvement, designing better end-to-end capabilities and building strong relationships with stakeholders to be a trusted expert in their domain.

This role requires the ability to solve complex problems in creative and effective ways, using initiative and independent judgment to drive continuous process improvement and enable operational excellence across sales and marketing functions. By independently identifying opportunities and obtaining effective solutions, the Analyst will design and implement end-to-end capabilities that enhance efficiency, scalability, and the client experience. They will act as a trusted advisor and subject matter expert, building strong, strategic relationships with stakeholders and influencing decision-making across regions.

A key focus of this role is contributing to the firm’s AI transformation journey—applying emerging technologies and innovative thinking to reimagine how we deliver personalized, data-driven experiences to clients. The successful candidate will demonstrate the ability to make independent decisions and lead change initiatives that align with long-term business strategy and client-centric outcomes.

Ongoing Responsibilities:

• Strategic Prioritization: Exercise independent judgment to strategically prioritize the workload of the Digital Transformation and Optimisation team, aligning with corporate objectives and driving the implementation of new, innovative processes and procedures across the organization.
• Stakeholder Engagement: Cultivate and maintain robust, trust-based relationships with a wide array of internal and external stakeholders, including senior leaders, sales executives, and marketing partners.
• Process Optimization: Partner with digital and marketing leadership to conduct comprehensive end-to-end process mapping.
• Requirements Analysis: Conduct in-depth requirements gathering to identify and prioritize the high-level needs and pain points of the client and marketing teams.
• Advanced Data Analysis: Leverage advanced data analytics to uncover trends, gaps, and opportunities within client, sales, and marketing data.
• AI Integration: Stay at the forefront of AI technology and its applications.
• Training and Development: Drive the successful delivery of training programs on new tools, processes, and best practices in partnership with local teams.

Ideal Qualifications, Skills and Experience:

• Bachelor’s degree or equivalent experience
• Excellent stakeholder and team management skills
• Experience partnering with client experience and marketing teams
• Excellent communication and presentation skills
• Ability to work collaboratively in a fast-paced, cross-functional environment
• Strong organisational skills and attention to detail
• Proficiency, or ability to quickly get proficient in AI, marketing and sales enablement tools.

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.

Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and existing 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.