Head of Envestnet Retail Channel - Canvas Custom Indexing
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 longâstanding 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 What is the Head of Retail Envestnet Sales responsible for? The primary role of the Head of Envestnet Sales is sales growth within the broker-dealer Envestnet channel. This is achieved by: Working with Franklin Templeton's Envestnet National Accounts team to earn Canvas platform placement at broker-dealers utilizing the Envestnet platform Partnering with the Franklin Templeton generalist sales team that sell to advisors using the Envestnet platform to generate Canvas sales Being an expert on direct indexing and custom indexing Effectively collaborating with other members of the OSAM Client Service, Portfolio Management, Operations, Tech and Relationship Management teams What are the ongoing responsibilities of the Head of Envestnet Sales? The key measurement of success is raising Canvas assets within the broker-dealer Envestnet channel. In addition, the individual will be evaluated on their subject matter expertise and ability to work collaboratively across the OSAM and Franklin Templeton organizations. What ideal qualifications, skills and experience would help someone to be successful?
Requirements
- Demonstrated success selling to financial advisors
- Excellent communicator including comfort with main stage presentations
- Deep understanding of direct and custom indexing and the competitive landscape
- Comfortable working with and explaining advanced technological solutions
- Passion for collaborating with financial advisors and working to improve their businesses
- Keen curiosity and ability to understand details of investment processes and practices
- Experience with SMAs
- Experience with Envestnet
- Effective facilitator of innovation
- Ability to work independently and collaboratively with a team.
- Preferred major city location with easy access to a large airport
- Travel expectations of 25-50%
Responsibilities
- Working with Franklin Templeton's Envestnet National Accounts team to earn Canvas platform placement at broker-dealers utilizing the Envestnet platform
- Partnering with the Franklin Templeton generalist sales team that sell to advisors using the Envestnet platform to generate Canvas sales
- Being an expert on direct indexing and custom indexing
- Effectively collaborating with other members of the OSAM Client Service, Portfolio Management, Operations, Tech and Relationship Management teams
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Industry
Securities, Commodity Contracts, and Other Financial Investments and Related Activities
Education Level
No Education Listed
Number of Employees
5,001-10,000 employees
