Job Description
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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About the Department
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.
How You Will Add Value
As a Senior Product Specialist – Retail Channel (Canvas) you will be responsible for sales growth within the Midwest and Northwest Divisions. This will be achieved through:
- Raising assets within your territory
- Demonstrating subject matter expertise and working collaboratively across the OSAM and Franklin Templeton organizations.
- Partnering with the Franklin Templeton generalist sales team to sell to Wirehouse, Independent, Bank and Regional financial advisors
- 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
What Will Help You Be Successful In This Role
EXPERIENCE
- 10+ years of asset management distribution or specialist experience
- 3+ years of experience with direct indexing exhibiting a deep understanding of it along with the competitive landscape
- Demonstrated success selling to financial advisors
- Experience with separately managed accounts (SMAs)
PROFESSIONAL SKILLS
- Comfortable working with and explaining advanced technological solutions
- Effective facilitator of innovation
- Excellent communicator including comfort with main stage presentations
- Passion for collaborating with financial advisors and working to improve their businesses
- Keen curiosity and ability to understand details of investment processes and practices
- Ability to work independently and collaboratively with a team
Work Schedule & Location
- This is a virtual role that can be based out of preferably any major city within the Midwest or Northwest (Chicago, Denver, Seattle, etc.)
- Travel expectations of 50-75%
Franklin Templeton offers employees a competitive and valuable range of total rewards—monetary and non-monetary—designed to support the whole person and to recognize their time, talents, and results. Along with base compensation, other compensation is offered such as a discretionary bonus, 401k plan, health insurance, and other perks. There are several factors taken into consideration in making compensation decisions including but not limited to location, job-related knowledge, skills, and experience. At Franklin Templeton, we apply a total reward philosophy where all aspects of compensation and benefits are taken into consideration in determining compensation. We expect the salary for this position to range between $155,000 – $190,000 depending on location and level of relevant experience, plus discretionary bonus.
Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation.
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