Product Specialist Envestnet

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.

O’Shaughnessy Asset Management 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.

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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.

The primary role of the Product Specialist - Envestnet is driving sales growth with Envestnet firms. This is achieved by:

• Providing sales support to the Head of Envestnet Retail Sales to raise CANVAS assets with Envestnet firms.

• Partnering with the Franklin Templeton generalist sales team that sell to advisors using the Envestnet platform to generate CANVAS sales

• 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 Head of Envestnet Retail Sales 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 onboarding and 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

EXPERIENCE

• Approximately 3 - 5 years of experience of direct indexing sales, asset management or investment management experience

• Current Series 66 license or ability to obtain one

• Experience working with a turnkey asset management platform/program (TAMP)

• Basic understanding of equity investment landscape, portfolio management, financial planning and investment…