Product Specialist - Canvas Custom Indexing

Franklin Templeton•Boston, MA

23h•Hybrid

About The Position

O’Shaughnessy Asset Management (OSAM) is a research and money management firm based in Stamford, CT, and is owned by Franklin Templeton. OSAM operates independently as a Specialist Investment Manager and is 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. The Product Specialist will support OSAM’s business development of CANVAS® (Custom/Direct Indexing) throughout each stage of the client journey. The successful candidate will be considered a key problem-solving resource to our clients and will primarily collaborate with Senior Product Specialists on prospecting, onboarding, and maintaining relationships. The need for this hire is driven by the growth of CANVAS®®, OSAM’s revolutionary Custom/Direct Indexing platform designed to improve the relationship between asset managers and allocators.

Requirements

Approximately 3-5 years of experience in sales, asset management or investment management
Acute focus on client satisfaction/service
Skilled in creating and delivering impactful presentations
Ability to work independently and hold oneself accountable for results
Willingness to learn from others and participate in a “team first” environment
Intermediate understanding of equity investment landscape, portfolio management, financial planning and investment vehicles
Experience working with financial advisors
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
Self-starter, able to proactively identify opportunities for process improvement
Strong time management and organizational skills
Intellectual curiosity

Responsibilities

Support and work closely with Senior Product Specialists to promote CANVAS®
Educate and promote CANVAS® throughout Franklin Templeton internal sales teams and partner firm sales professionals
Develop an in-depth understanding of CANVAS® workflows and work closely with Client Service and Implementation teams on a daily basis
Serve as primary home office and financial advisor coverage for select partner firms
Educate clients and prospects on the value of Custom/Direct Indexing and key differentiators offered by CANVAS®
Develop new advisor relationships and retain and deepen existing relationships
Work with partner firms through their advisory management and home office sales team to promote CANVAS® and specific initiatives/offerings
Demonstrate the ability to be a utility player able to flex between operations, analysis, and client facing activities
Take ownership of follow-up communication
Work with resources/teams to prepare home office and advisor-specific marketing and education collateral based on internal and external requests
Work with other internal teams to manage ongoing account service requests in a timely manner
Demonstrate a comprehensive understanding of industry and financial advisor practices
Ability to articulate the value of custom/direct indexing and become a true partner to financial advisor clients