Product Specialist - Canvas Custom Indexing

O’Shaughnessy Asset Management (OSAM) is owned by Franklin Templeton, a diversified 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 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.
For more firm information, please visit www.osam.com

What is the Product Specialist responsible for?

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.

What are the ongoing responsibilities of a Product Specialist?

• 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

What ideal qualifications, skills & experience would help someone to be successful?

• 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

• 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

Franklin Templeton offers employees a competitive and valuable range of total rewards—monetary and non-monetary—designed to support the whole person and to recognize their time, talents, and results. Along with base compensation, other compensation is offered such as a discretionary bonus, 401k plan, health insurance, and other perks. There are several factors taken into consideration in making compensation decisions including but not limited to location, job-related knowledge, skills, and experience. At Franklin Templeton, we apply a total reward philosophy where all aspects of compensation and benefits are taken into consideration in determining compensation. We expect the salary for this position to range between $105,000 and $143,000 per year plus bonus opportunity.

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