Senior Product Specialist, Retail Sales - Canvas Custom Indexing

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.

O’Shaughnessy 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 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.

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What is the Senior Product Specialist responsible for?

The primary role of the Senior Product Specialist is sales growth within the Central Division. This is achieved by:

• Partnering with the Franklin Templeton generalist sales team to sell to Wirehouse, Independent, Bank and Regional financial advisors
• Being an expert on direct indexing and custom indexing
• Effectively collaborating with other members of the OSAM Client Service, Portfolio Management, Operations, Tech and Relationship Management teams

What are the ongoing responsibilities of an Senior Product Specialist – Retail Channel (Canvas)?

The key measurement of success is raising assets within your territory. In addition, the individual will be evaluated on their subject matter expertise and ability to work collaboratively across the OSAM and Franklin Templeton organizations.

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

• Demonstrated success selling to financial advisors
• Excellent communicator including comfort with main stage presentations
• Deep understanding of direct and custom indexing and the competitive landscape
• Comfortable working with and explaining advanced technological solutions
• Passion for collaborating with financial advisors and working to improve their businesses
• Keen curiosity and ability to understand details of investment processes and practices
• Experience with SMAs
• Effective facilitator of innovation
• Ability to work independently and collaboratively with a team.
• Preferred location is major city within the Central US (Chicago, etc.)
• Travel expectations of 25-50%

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 $141,000 - $174,000.

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Experience 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, there’s 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…