Canvas National Account Manager

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.

For more firm information, please visit ABOUT THE DEPARTMENTO’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.

HOW YOU WILL ADD VALUEThe primary role of the National Account Manager is to support the growth of large accounts in the Retail, RIA, Platforms and Aggregator channels. This is achieved by:

Providing support to the Head of Canvas Distribution and Franklin Templeton National Account Managers Taking ownership over relationship management and needs of specific accounts as well as supporting other tier 1 accounts

Being an expert resource on Canvas and the custom indexing landscape to our internal partners at Franklin Templeton and our Home Office clients

Effectively collaborating with other members of the OSAM Client Service, Portfolio Management, Operations, Tech and Relationship Management teams

Educate and promote CANVAS throughout Franklin Templeton National Accounts and partner firm Home Office relationships

Grow the platform by adding both new relationships and continuously adding more Canvas functionality to existing relationships

Develop Home Office relationships and retain and deepen existing relationships in partnership with the Franklin Templeton National Account Team Take ownership of follow-up communication, project management and execution of client needsWHAT WILL HELP YOU BE SUCCESSFUL IN THIS ROLEEXPERIENCEMinimum 7+ years of experience of direct indexing sales or asset management experience

Having existing home office relationships or experience is desirablePROFESSIONAL SKILLSDemonstrate the ability to be a utility player able to flex between lead and support roles

High level communication and presentation skills

Ability to work independently and hold oneself accountable for results

Willingness to learn from others and participate in a “team first”…