Product Specialist
Product Specialist
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$ 105000 - 143000
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.
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What is the Product Specialist responsible for
The Product Specialist will support OSAMs business development of CANVAS (Custom/Direct Indexing) throughout each stage of the client journey. The successful candidate will be considered a key problemsolving 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 OSAMs revolutionary Custom/Direct Indexing platform designed to improve the relationship between asset managers and allocators.
What are the ongoing responsibilities of a Product Specialist
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 indepth understanding of CANVAS workflows and work closely with Client Service and Implementation teams on a daily basis
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 followup communication
Work with resources/teams to prepare home office and advisorspecific 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
What ideal qualifications skills & experience would help someone to be successful
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
Ability to work independently and hold oneself accountable for results
Willingness to learn from others and participate in a team first environment
Basic understanding of equity investment landscape portfolio management financial planning and investment vehicles
Experience working with financial advisors
Ability to effectively problem solve in a timely manner
Superior work ethic
Comfortable working in a fastpaced environment
Ability to manage multiple tasks effectively
Selfstarter able to proactively identify opportunities for process improvement
Strong time management and organizational skills
Intellectual curiosity
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 $105000 and $143000 per year plus bonus opportunity.
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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:
Unclear Seniority
Employment Type
Full-Time
