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.

Come join us in delivering better outcomes for our clients around the world!

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.

What are the ongoing responsibilities of Lead Digital Transformation and Optimization Analyst?

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. Ensure that the team's efforts are consistently focused on high-impact initiatives that drive business growth and efficiency.

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. Leverage these relationships to influence key decisions and drive the successful execution of strategic initiatives.

Process Optimization : Partner with digital and marketing leadership to conduct

comprehensive end-to-end process mapping. Develop detailed current state and future state process maps to identify inefficiencies and opportunities for improvement, ensuring that all processes are optimized for maximum performance and scalability.

Requirements Analysis : Conduct in-depth requirements gathering to identify and prioritize the high-level needs and pain points of the client and marketing teams. Translate these insights into actionable strategies that enhance the overall experience and productivity of these teams. Apply independent analysis and critical thinking to identify inefficiencies and obtain effective, scalable solutions that drive continuous improvement.

Advanced Data Analysis : Leverage advanced data analytics to uncover trends, gaps, and opportunities within client, sales, and marketing data. Provide data-driven insights that inform strategic decision-making and drive business growth.

AI Integration : Stay at the forefront of AI technology and its applications. Evaluate available AI capabilities and develop strategic plans to integrate these technologies into current business processes. Collaborate with cross-functional teams to ensure seamless implementation and maximize the benefits of AI-driven solutions.

Training and Development : Drive the successful delivery of training programs on new tools, processes, and best practices in partnership with local teams. Leverage deep domain knowledge and independent judgment to ensure effective knowledge transfer and adoption across regions.

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

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.

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Experience our welcoming culture and reach your professional and personal potential!

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. So, no matter your interests, lifestyle, or background, there’s a place for you at Franklin Templeton. We will provide you with tools, resources, and learning opportunities to help you excel in your career and personal life.

Hear more from our employees

We want our employees to be at their best. By joining us, you will connect with 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 staying physically and mentally healthy, saving for life's adventures, taking care of your family members, or making a positive impact in your community, we aim to have you covered.

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 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.

As part of our commitment to fostering a diverse and inclusive work environment, we welcome applicants with flexible working arrangements in their current roles or those seeking a flexible working pattern. We encourage you to communicate any preferences for flexible working so that we can consider this during our hiring process. Additionally, returners – individuals who have taken a break from work – are also encouraged to explore our job opportunities.

As a registered UK Disability Confident Committed Employer, we encourage you to disclose if you consider yourself to have a disability as part of your application. This information enables us to provide the necessary support and leverage your unique talents effectively.

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 accommodations@franklintempleton.com . 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 requests for arrangements will receive a response.

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