Client Relationship Specialist, Private Wealth Sales - Canvas Custom Indexing

O'Shaughnessy Asset Management•Stamford, CT

29d•$155,000 - $192,000•Hybrid

About The Position

O’Shaughnessy Asset Management (OSAM) is owned by Franklin Templeton, a dynamic firm that spans asset management, wealth management, and fintech, giving us many ways to help investors make progress toward their goals. With clients in over 150 countries and offices on six continents, you’ll get exposed to different cultures, people, and business development happening around the world. O’Shaughnessy Asset Management (OSAM) operates independently as a Specialist Investment Manager and 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. For more firm information, please visit www.osam.com Relationship Management Specialist Vice President The Relationship Management Specialist will support OSAM’s business development and client service efforts throughout each stage of the client journey. The successful candidate will be considered a key problem-solving resource for our clients and will primarily collaborate with the East Region Relationship Director (Eastern seaboard) on prospecting, onboarding, and maintaining RIA relationships. The need for this hire is driven by the growth of CANVAS®, OSAM’s revolutionary Custom Indexing platform designed to improve the relationship between asset managers and allocators.

Requirements

5+ years of experience in asset management or investment management
Strong experience with tax loss harvesting platforms and separate account operations
Strong knowledge of equity investment landscape, portfolio management, financial planning
Experience working with financial advisors
High degree of comfort with technology
Ability to effectively problem solve in a timely manner
Must maintain strong working relationships both internally and with external clients
Superior work ethic
Comfortable working in a fast-paced environment
Ability to manage multiple tasks effectively
Self‐starter, able to proactively identify opportunities for process improvement
Strong time management and organizational skills
Team player
Intellectual curiosity

Responsibilities

Work closely with Relationship Director in the East Region to build a pipeline of advisor prospects and help to qualify new business development leads
Develop an in-depth understanding of CANVAS® workflows and OSAM’s investment/portfolio management process
Educate clients and prospects on technology enabled investment platform including capital markets and asset allocation theory
Develop new advisor relationships and retain and deepen existing relationships
Demonstrate the ability to be a utility player able to flex between operations, analysis, and client facing activities
Independently analyze, process, and interpret data to create custom analysis, narratives, charts, graphs and other diagrams and make recommendations to the investment functions
Take ownership of follow-up communication
Prepare allocator and advisor-specific marketing and education collateral based on internal and external requests
Grow into being responsible for full scope business development responsibilities by increasing advisor use of CANVAS®
Manage ongoing account service requests in a timely manner
Support growth efforts by coordinating across sales, operations, and Portfolio Management teams