Senior Product Specialist (Canvas) – Southeast

Franklin Templeton•Atlanta, FL

2d•$155,000 - $190,000•Remote

About The Position

O’Shaughnessy Asset Management (OSAM) is seeking a Senior Product Specialist for the Retail Channel (Canvas) to drive sales growth within the Southeast Division. This role involves raising assets, demonstrating subject matter expertise, and collaborating across OSAM and Franklin Templeton organizations. The specialist will partner with the Franklin Templeton generalist sales team to sell to Wirehouse, Independent, Bank, and Regional financial advisors, acting as an expert on direct indexing and custom indexing. Effective collaboration with Client Service, Portfolio Management, Operations, Tech, and Relationship Management teams is crucial.

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