Relationship Management Associate
Relationship Management Associate
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$ 80000 - 90000
1 Vacancy
Job Description
OShaughnessy Asset Management (OSAM) is owned by Franklin Templeton a diversified 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 youll get exposed to different cultures people and business development happening around the world.
OShaughnessy 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 longstanding 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 aftertax outcomes.
For more firm information please visit www.osam
What is the Relationship Management Associate responsible for
The Relationship Management Associate will support OSAMs business development/client service efforts for the Western US and will primarily collaborate with the business development operations and investment teams on sales enablement onboarding and maintaining relationships with highend Registered Investment Advisors (RIAs). The need for this hire is driven by the growth of Canvas OSAMs Custom Indexing platform.
What are the ongoing responsibilities of a Relationship Management Associate
Collaborate with Director and Specialist to manage business development pipeline of advisor prospects
Play a key role in all aspects of onboarding and servicing new RIA clients including model building tax transition platform training and account level analytical work
Communicate best practices for Canvas implementation by interfacing directly with key members of the partner firm (investment team advisors operations)
Develop an indepth understanding of Canvas workflows and OSAMs investment/portfolio management process
Prepare clientfocused collateral based on internal and external requests
Facilitate account service and operational requests in a timely manner
Message complex investment topics in an approachable way oftentimes in presentation format
What ideal qualifications skills and experience would help someone to be successful
1 2 years related work experience in financial services industry
Series 65 or ability to obtain within 4 months
Demonstrated interest in financial markets/investing
Selfstarter mindset with a willingness to think outside the box and execute and drive projectbased work to completion with attention to detail
High degree of comfort with technology (Microsoft Office including proficiency in Excel Asana or other project management tool CRM)
Effective listener communicator and presenter
Willingness to travel as needed for Conferences or Client Meetings
Highly Desirable Skills:
Progress towards or interest in professional designations including CFA or CFP
Tax knowledge or accounting background is a plus
Experience working with financial advisors
Hiring Location Options:
Stamford CT Boston or NYC Proximity to Home Office
Seattle San Francisco San Mateo Denver or Orange County Proximity to Relationship Director
Franklin Templeton offers employees a competitive and valuable range of total rewardsmonetary and nonmonetarydesigned 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 jobrelated 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 $80000 and $90000.
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Experience our welcoming culture and reach your professional and personal potential!
Our culture is shaped by our diverse global workforce and strongly held core values. Regardless of your interests lifestyle or background theres a place for you at Franklin Templeton. We provide employees with the tools resources and learning opportunities to help them excel in their career and personal life.
By joining us you will become part of a culture that focuses on employee wellbeing and provides multidimensional support for a positive and healthy lifestyle. We understand that benefits are at the core of employee wellbeing and may vary depending on individual needs. Whether you need support for maintaining your physical and mental health saving for lifes adventures taking care of your family members or making a positive impact in your community we aim to have them covered.
Learn more about the wide range of benefits we offer at Franklin Templeton
*Most benefits vary by location. Ask your recruiter about benefits in your country.
Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and existing 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.
Franklin Templeton is committed to fostering a diverse and inclusive environment. If you believe that you need an accommodation to search for or apply for one of our positions please send an email to . In your email please include the accommodation you are requesting the job title and the job number you are applying for. It may take up to three business days to receive a response to your request. Please note that only accommodation requests will receive a response.
Required Experience:
IC
Employment Type
Full-Time
