Senior Product Specialist (Canvas) - Southeast

This role supports financial strategy, forecasting, and performance management initiatives that strengthen business visibility and decision-making. You will partner with executive leadership and cross-functional stakeholders to improve planning processes, financial discipline, controls, and resource allocation. The position offers the opportunity to influence enterprise performance and scalable financial operations within a regulated financial services environment.

Responsibilities

• Drive sales growth in the Southeast Division
• Raise assets within assigned territory
• Collaborate with OSAM and the company organizations
• Partner with the generalist sales team to approach various financial advisors
• Act as an expert on direct and custom indexing
• Coordinate effectively with Client Service, Portfolio Management, and other teams

Requirements

• 10+ years of asset management distribution or specialist experience
• 3+ years of experience with direct indexing and competitive landscape knowledge
• Proven track record of selling to financial advisors
• Experience managing separately managed accounts (SMAs)
• Strong communication skills, especially in presentations

Benefits

• Comprehensive health insurance
• 401k plan
• Discretionary bonus opportunities
• Remote work flexibility
• Total rewards approach recognizing employee contributions

Pay

$155,000 – $190,000 annually

Location: Remote - US based candidates only, no visa sponsorship available