Senior Product Specialist (Canvas) – Midwest & Northwest

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. OSAM 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.

About the Department

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. 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.

Responsibilities

• Drive sales growth within the Midwest and Northwest Divisions
• Raise assets within your territory
• Demonstrate subject matter expertise and work collaboratively across the OSAM and Franklin Templeton organizations
• Partner with the Franklin Templeton generalist sales team to sell to Wirehouse, Independent, Bank, and Regional financial advisors
• Serve as an expert on direct indexing and custom indexing
• Collaborate effectively with other members of the OSAM Client Service, Portfolio Management, Operations, Tech, and Relationship Management teams

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)

Skills

• 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

Schedule

This is a virtual role that can be based out of preferably any major city within the Midwest or Northwest (Chicago, Denver, Seattle, etc.). Travel expectations of 50-75%.

Pay

We expect the salary for this position to range between $155,000 – $190,000 depending on location and level of relevant experience, plus discretionary bonus.

Benefits

• 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
• Base compensation and discretionary bonus
• 401k plan
• Health insurance
• Other perks