Canvas National Account Manager

OShaughnessy 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.

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 after-tax outcomes.

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OShaughnessy 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 youll 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 primary role of the National Account Manager is to support the growth of large accounts in the Retail RIA Platforms and Aggregator channels. This is achieved by:

• Providing support to the Head of Canvas Distribution and Franklin Templeton National Account Managers

• Taking ownership over relationship management and needs of specific accounts as well as supporting other tier 1 accounts

• Being an expert resource on Canvas and the custom indexing landscape to our internal partners at Franklin Templeton and our Home Office clients

• Effectively collaborating with other members of the OSAM Client Service Portfolio Management Operations Tech and Relationship Management teams

• Educate and promote CANVAS throughout Franklin Templeton National Accounts and partner firm Home Office relationships

• Grow the platform by adding both new relationships and continuously adding more Canvas functionality to existing relationships

• Develop Home Office relationships and retain and deepen existing relationships in partnership with the Franklin Templeton National Account Team

• Take ownership of follow-up communication project management and execution of client needs

EXPERIENCE

• Minimum 7 years of experience of direct indexing sales or asset management experience

• Having existing home office relationships or experience is desirable

PROFESSIONAL SKILLS

• Demonstrate the ability to be a utility player able to flex between lead and support roles

• High level communication and presentation skills

• Ability to work independently and hold oneself accountable for results

• Willingness to learn from others and participate in a team first environment

• Ability to effectively problem solve in a timely manner

• Superior work ethic

• Comfortable working in a fast-paced environment

• Ability to manage multiple tasks effectively

• Strong time management and organizational skills

• This is a hybrid role that can be based out of Stamford (CT) Boston (MA) NYC or Saint Petersburg (FL)

• Travel expectations of 25-50%

Franklin Templeton offers employees a competitive and valuable range of total rewardsmonetary and non-monetarydesigned 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 $135000 $175000 per year depending on location plus bonus opportunity.

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.