Senior Product Specialist, Retail Sales - Canvas Custom Indexing

Franklin Resources•Saint Petersburg, FL

39d•$141,000 - $174,000•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 The primary role of the Senior Product Specialist is sales growth within the Central Division. This is achieved by: 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 The key measurement of success is raising assets within your territory. In addition, the individual will be evaluated on their subject matter expertise and ability to work collaboratively across the OSAM and Franklin Templeton organizations.

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
Effective facilitator of innovation
Ability to work independently and collaboratively with a team
Preferred location is major city within the Central US (Chicago, etc.)
Travel expectations of 25-50%

Responsibilities

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