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.

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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 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.

• Support and work closely with Senior Product Specialists to promote CANVAS®
• Educate 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 CANVAS®
• Develop 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 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 sales, asset management or investment management
• Acute focus on client satisfaction/service
• Skilled in creating and delivering impactful presentations Unfortunately I need to stop. }