Product Specialist, Retail Sales Canvas Custom Indexing at O'Shaughnessy Asset Management

OShaughnessy 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 youll get exposed to different cultures people and business development happening around the world.OShaughnessy 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 longstanding 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 What is the Product Specialist responsible forThe primary role of the Product Specialist is sales growth within the West Division. This is achieved by: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 advisorsBeing an expert on direct indexing and custom indexingEffectively collaborating with other members of the OSAM Client Service Portfolio Management Operations Tech and Relationship Management teamsWhat are the ongoing responsibilities of a Product SpecialistSupport and work closely with Senior Product Specialists to promote CANVASEducate and promote CANVAS throughout Franklin Templeton internal sales teams and partner firmsDevelop an in-depth understanding of CANVAS workflows and work closely with Client Service on a daily basisEducate Franklin Templeton sales teams clients and prospects on the value of Custom/Direct Indexing and key differentiators offered by CANVASDevelop new advisor relationships and retain and deepen existing relationshipsDemonstrate the ability to be a utility player able to flex between operations analysis and client facing activitiesTake ownership of follow-up communicationWork with resources/teams to prepare home office and advisor-specific marketing and education collateral based on internal and external requestsWork with other internal teams to manage ongoing account service requests in a timely mannerDemonstrate a comprehensive understanding of industry and financial advisor practicesAbility to articulate the value of custom/direct indexing and become a true partner to financial advisor clientsWhat ideal qualifications skills & experience would help someone to be successfulApproximately 3 - 5 years of experience of direct indexing sales asset management or investment management experienceAcute focus on client satisfaction/serviceHigh level communication and presentation skillsAbility to work independently and hold oneself accountable for resultsWillingness to learn from others and participate in a team first environmentBasic understanding of equity investment landscape portfolio management financial planning and investment vehiclesExperience working with financial advisorsAbility to effectively problem solve in a timely mannerSuperior work ethicComfortable working in a fast-paced environmentAbility to manage multiple tasks effectivelySelf-starter able to proactively identify opportunities for process improvementStrong time management and organizational skillsIntellectual curiosityFranklin Templeton offers employees a competitive and valuable range of total rewardsmonetary and non-monetarydesigned 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 $105000 and $145000 per year plus bonus opportunity.#ASSOCIATE#LI-HybridExperience our welcoming culture and reach your professional and personal potential!Our culture is shaped by the variety of perspectives and experiences brought by talent from around the world. Regardless of your interests lifestyle or background theres a place for you at Franklin Templeton. We provide employees with the tools resources and learning opportunities to help them excel in their career and personal life.By joining us you will become part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. We understand that benefits are at the core of employee well-being and may vary depending on individual needs. Whether you need support for maintaining your physical and mental health saving for lifes adventures taking care of your family members or making a positive impact in your community we aim to have them covered.Learn more about the wide range of benefits we offer at Franklin Templeton*Most benefits vary by location. Ask your recruiter about benefits in your country.Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and employees and we evaluate qualified applicants without regard to ancestry age color disability genetic information gender gender identity or gender expression marital status medical condition military or veteran status national origin race religion sex sexual orientation and any other basis protected by federal state or local law ordinance or regulation.If you believe that you need an accommodation or adjustment due to a medical condition or disability to search for or apply for one of our positions please send an email to . In your email please include the accommodation or adjustment you are requesting the job title and the job number of the position you are applying for. It may take up to three business days to receive a response to your request. Please note that only accommodation requests will receive a response.Required Experience:IC Key Skills Sales Experience,Marketing,Customer Service,Communication skills,Military Experience,Retail Sales,Product Demos,Customer Support,Product Management,Product Development,Unity,Microscopy Employment Type : Full-Time Experience: years Vacancy: 1 Yearly Salary Salary: 105000 - 145000