Product Specialist, Retail Sales - Canvas Custom Indexing

Franklin Resources•Chicago, IL

40d•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 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

Requirements

Approximately 3 - 5 years of experience of direct indexing sales, asset management or investment management experience
Acute focus on client satisfaction/service
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
Basic 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

Providing sales support to the Senior Product Specialist within the Western Division in order to grow sales in the Wirehouse, Independent, Bank and Regional channels.
Being a resource to the Franklin Templeton generalist sales team to sell to Wirehouse, Independent, Bank and Regional financial advisors
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
Support and work closely with Senior Product Specialists to promote CANVAS
Educate and promote CANVAS throughout Franklin Templeton internal sales teams and partner firms
Develop an in-depth understanding of CANVAS workflows and work closely with Client Service on a daily basis
Educate Franklin Templeton sales teams, 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
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