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Franklin Templeton

Senior Business Intelligence Partner, APAC

Posted 16 Hours Ago
Be an Early Applicant
Singapore
Senior level
Singapore
Senior level
The Senior Business Intelligence Partner will enhance client engagement through data analysis, ensure data quality, and develop reports/dashboards to support sales and marketing activities.
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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! 

We are looking for a Senior Business Intelligence Partner, APAC to join the Distribution Intelligence team in Singapore, focusing on the APAC region. This role ensures that Franklin Templeton has a complete and accurate 360-degree view of our clients across data domains.  It will involve collaborating across Distribution in Asia and Australia on data quality, reports, dashboards, and insights.  The Senior Business Intelligence Partner will work with Sales, Marketing, and Technology teams to provide best-in-class solutions that drive client engagement, improve sales, retain assets, and diversify FT’s client base.

What are the ongoing responsibilities of this position?

Local Partnership

  • Present sales & marketing partners with data-based trends, opportunities, and highlight potential risk.

  • Ensures distribution data needs are met, which includes maintaining an accurate and complete 360-degree view of our clients, creating reports/dashboards, and automating processes.

  • Manage client segmentation, lead qualification, and contact strategy.

  • Enhance client experience and internal resource alignment based on data across engagement channels.

  • Define strategy-related measurements and KPIs and analyze their effectiveness.

  • Utilize client 360 data (both internal and external) across various platforms.

Global Scale

  • Collaborate with Distribution Intelligence partners to consistently support global distribution

  • Communicate strategy and tactics across Marketing, Digital Experience, FTT, etc.

  • Coordinate execution of Distribution strategy across teams as needed

Data Quality

  • Ensure regional client 360 data is accurate, complete, and timely

  • Understand and ensure data quality across client financials, digital engagement, salesperson interactions, market intelligence, etc.

  • Collaborate with the Data Management teams to evaluate data quality across different countries and formulate a strategy for improvement.

  • Understand data flow across systems, dashboards, and reports, and collaborate with APAC to enhance data literacy.

Dashboards, Reports, and Analysis

  • Develop reports and dashboards to measure:

    • The organization’s execution of strategic priorities.

    • Salesperson progress to sales targets and metrics.

    • Client Engagement across mediums (web, email, calls, visits, etc.).

    • The organization’s position in the industry, across asset classes, vs. key competitors and overall

  • Build reports and dashboards which answer specific questions for a salesperson or business unit

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

  • Bachelor’s degree or equivalent experience

  • At least 8 years of related experience

  • Expertise in asset management data across sales, assets, and market intelligence

  • Experience partnering with Sales and Marketing teams

  • Excellent relationship management skills, with the ability to interact across all levels

  • Has expertise in one or multiple analytic techniques (Data Visualization, SQL, Data Science, etc.)

  • Prior working experience with Business Intelligence tool

#LI-APAC

#MID_SENIOR_LEVEL

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

Our culture is shaped by our diverse global workforce and strongly held core values. 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.

Hear more from our employees

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 them 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. 

Franklin Templeton is committed to fostering a diverse and inclusive environment. 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.

Top Skills

Business Intelligence Tools
Data Visualization
SQL

Franklin Templeton Singapore Office

7 Temasek Blvd, Singapore, Singapore , Singapore, 038987

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