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Canvas Direct Indexing Product Specialist
Job in
Stamford, Fairfield County, Connecticut, 06925, USA
Listed on 2026-08-17
Listing for:
Franklin Templeton
Full Time
position Listed on 2026-08-17
Job specializations:
-
Sales
Customer Success Management
Job Description & How to Apply Below
OSAM, part of Franklin Templeton, based in Stamford, CT, seeks a Product Specialist–Envestnet to grow CANVAS sales with Envestnet firms and educate advisors on custom/direct indexing capabilities.
You will partner with Franklin Templeton's sales channels, become the expert on Canvas workflows, and collaborate with Client Service, Portfolio Management, Operations, and Relationship teams to drive growth and client outcomes.
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