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.

• 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 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.

• Support and work closely with Senior Product Specialists to promote CANVAS®.
• Educate and promote CANVAS® throughout Franklin Templeton internal sales teams and partner firms.
• Develop an in‑depth understanding of CANVAS® workflows and work closely with Client Service on a daily basis.
• Educate Franklin Templeton sales teams, clients and prospects on the value of Custom / Direct Indexing and key differentiators offered by CANVAS®.
• Develop new advisor relationships and retain and deepen existing relationships.
• Demonstrate the ability to be a utility player able to flex between operations, analysis, and client‑facing activities.
• Take ownership of follow‑up communication.
• Work with resources / teams to prepare home office and advisor‑specific marketing and education collateral based on internal and external requests.
• Work with other internal teams to manage ongoing account service requests in a timely manner.
• Demonstrate a comprehensive understanding of industry and financial advisor practices.
• Ability to articulate the value of custom / direct indexing and become a true partner to financial advisor clients.

• Approximately 3-5 years of experience in direct indexing sales, asset management or investment management.
• Acute focus on client satisfaction / service.
• High level communication and presentation skills.
• Ability to work independently and hold oneself accountable for results.
• Willingness to learn from others in a “team first” environment.
• Basic understanding of the equity investment landscape, portfolio management, financial planning and investment vehicles.
• Experience working with financial advisors.
• Ability to effectively problem solve in a timely manner.
• Superior work ethic.
• Comfortable working in a fast‑paced environment.
• Ability to manage multiple tasks effectively.
• Self‑starter, able to proactively identify opportunities for process improvement.
• Strong time management and organizational skills.
• Intellectual curiosity.