Senior Product Specialist (Canvas) – Midwest & Northwest

Franklin Templeton•Washington, IL

1d•Remote

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 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. 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

10+ years of asset management distribution or specialist experience
3+ years of experience with direct indexing exhibiting a deep understanding of it along with the competitive landscape
Demonstrated success selling to financial advisors
Experience with separately managed accounts (SMAs)
Comfortable working with and explaining advanced technological solutions
Effective facilitator of innovation
Excellent communicator including comfort with main stage presentations
Passion for collaborating with financial advisors and working to improve their businesses
Keen curiosity and ability to understand details of investment processes and practices
Ability to work independently and collaboratively with a team

Responsibilities

Raising assets within your territory
Demonstrating subject matter expertise and working collaboratively across the OSAM and Franklin Templeton organizations.
Partnering with 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