Canvas National Account Manager

Franklin Templeton•Boston, MA

4d•$135,000 - $175,000•Hybrid

About The Position

O’Shaughnessy Asset Management (OSAM) is part of Franklin Templeton, a forward-thinking asset manager that has built its success through powerful partnerships. We leverage cutting-edge strategies and deep insights to unlock opportunities for long-term wealth creation. Our talented, global teams bring expertise that is both broad and unique. O’Shaughnessy Asset Management is a research and money management firm based in Stamford, Connecticut operating autonomously and backed with global, enterprise resources. Their approach to managing money is transparent, logical, and completely disciplined, leading to long‐standing relationships with clients. OSAM is a leading provider of Custom Indexing services via its Canvas® platform which offers financial advisors an unprecedented level of control and ease in creating and managing personalized separately managed accounts (SMAs) that target improved after-tax outcomes. OSAM is a research and money management firm based in Stamford. Our approach to managing money is transparent, logical, and completely disciplined, leading to long-standing relationships with our clients. We are a leading provider of Custom Indexing services via Canvas. Canvas is a platform offering financial advisors an unprecedented level of control and ease in creating and managing client portfolios in separately managed accounts (SMAs). Advisors can set up custom investment templates, access factor investing strategies, utilize passive strategies, actively manage taxes, and apply ESG investing and SRI screens according to the specific needs, preferences, and objectives of individual clients.

Requirements

Minimum 7+ years of experience of direct indexing sales or asset management experience
High level communication and presentation skills
Ability to work independently and hold oneself accountable for results
Willingness to learn from others and participate in a “team first” environment
Ability to effectively problem solve in a timely manner
Superior work ethic
Comfortable working in a fast-paced environment
Ability to manage multiple tasks effectively
Strong time management and organizational skills

Nice To Haves

Having existing home office relationships or experience is desirable
Demonstrate the ability to be a utility player able to flex between lead and support roles

Responsibilities

Providing support to the Head of Canvas Distribution and Franklin Templeton National Account Managers
Taking ownership over relationship management and needs of specific accounts as well as supporting other tier 1 accounts
Being an expert resource on Canvas and the custom indexing landscape to our internal partners at Franklin Templeton and our Home Office clients
Effectively collaborating with other members of the OSAM Client Service, Portfolio Management, Operations, Tech and Relationship Management teams
Educate and promote CANVAS® throughout Franklin Templeton National Accounts and partner firm Home Office relationships
Grow the platform by adding both new relationships and continuously adding more Canvas functionality to existing relationships
Develop Home Office relationships and retain and deepen existing relationships in partnership with the Franklin Templeton National Account Team
Take ownership of follow-up communication, project management and execution of client needs