Senior Product Specialist (Canvas) – Midwest & Northwest

About the Company

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.

Franklin Templeton spans asset management, wealth management, and fintech, with clients in over 150 countries and offices on six continents, exposing you to diverse cultures and global business development.

About the Role

As a Senior Product Specialist – Retail Channel (Canvas), you will drive sales growth within the Midwest and Northwest Divisions. You will raise assets within your territory, demonstrate subject-matter expertise, and collaborate across OSAM and Franklin Templeton organizations. You will partner with the Franklin Templeton generalist sales team to sell to Wirehouse, Independent, Bank, and Regional financial advisors, serving as an expert on direct indexing and custom indexing. You will also collaborate with OSAM’s Client Service, Portfolio Management, Operations, Tech, and Relationship Management teams.

Responsibilities

• Drive sales growth and raise assets within the Midwest and Northwest territories.
• Demonstrate deep expertise in direct indexing and custom indexing, including the competitive landscape.
• Partner with Franklin Templeton’s generalist sales team to engage Wirehouse, Independent, Bank, and Regional financial advisors.
• Collaborate with OSAM teams, including Client Service, Portfolio Management, Operations, Tech, and Relationship Management.

Requirements

• 10+ years of asset management distribution or specialist experience.
• 3+ years of experience with direct indexing, including a deep understanding of 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 improving 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, preferably based in a major city within the Midwest or Northwest (e.g., Chicago, Denver, Seattle). Travel expectations are 50-75%.

Pay

We expect the salary for this position to range between $160,000 – $200,000, depending on location and level of relevant experience, plus a discretionary bonus.

Benefits

Franklin Templeton offers a competitive and valuable range of total rewards—monetary and non-monetary—designed to support the whole person and recognize their time, talents, and results. Benefits include:

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

Compensation decisions consider factors such as location, job-related knowledge, skills, and experience, applying a total reward philosophy.