Product Specialist - Canvas Custom Indexing

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.

ROLE SUMMARY The Product Specialist will support OSAM’s business development of CANVAS (Custom/Direct Indexing) throughout each stage of the client journey. The successful candidate will be considered a key problem-solving resource to our clients and will primarily collaborate with Senior Product Specialists on prospecting, onboarding, and maintaining relationships. The need for this hire is driven by the growth of CANVAS, OSAM’s revolutionary Custom/Direct Indexing platform designed to improve the relationship between asset managers and allocators.

HOW YOU WILL ADD VALUESupport and work closely with Senior Product Specialists to promote CANVASEducate and promote CANVAS throughout Franklin Templeton internal sales teams and partner firm sales professionals

Develop an in-depth understanding of CANVAS workflows and work closely with Client Service and Implementation teams daily

Serve as primary home office and financial advisor coverage for select partner firms

Educate clients and prospects on the value of Custom/Direct Indexing and key differentiators offered by CANVASDevelop new advisor relationships and retain and deepen existing relationships

Work with partner firms through their advisory management and home office sales team to promote CANVAS and specific initiatives/offerings

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…