Options Product Specialist

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.

Canvas is seeking an energetic self-motivated individual with strong leadership skills to join Franklin Templetons Managed Options Strategies (FT-MOST) team in Stamford Connecticut. The Sales & Trading Associate role will require regular interaction with the Co-CIOs Client Portfolio Managers and Traders as well as with Portfolio Managers and distribution personnel within the larger firm. This position will require the candidate to stay abreast of market structure industry and regulatory trends as well as company specific initiatives. This position will report to the VP/Client Portfolio Manager of MOST.

• Work with Franklin Managed Options senior leadership to facilitate and execute operational components of growth-oriented equity derivatives asset management business

• Help facilitate and execute internal sales initiatives related to FT MOSTs growing option overlay business by interacting with advisors client associates and custodial partners

• Support the trading/portfolio managers in implementation and settlement of listed option transactions.

• Collaborate effectively with team members including Portfolio Managers Analysts Compliance Officers technology and Trade Support

• Support sales personnel with periodic and as-needed analysis; prepare presentations work with internal and external partners on sales and implementation questions

• As needed work with internal and external technology and custodial partners to support and enhance business operations

• Implement established protocols and policy guidelines necessary to maintain standardized record keeping practices. Emphasizes maintenance of books and records in compliance with evolving legal SRO and governmental regulation.

• Perform daily reconciliation quarterly and on-demand performance reporting security simulation analysis

• Bachelors degree; finance/economics/accounting preferred

• 2-4 years of experience in wealth management client service trading trade settlement reconciliation and trade break resolution

• FINRA Series 65 or 66 license or willing to obtain within 120 days of hire.

• Experience with custodians and clearing firms

• Knowledge of wealth management operations practices a plus

• Desire to work in a fast-paced growth environment

• Familiarity with a wide range of concepts practices and procedures in financial services

• Proficiency in using Bloomberg and various order management systems

• Proficiency in Microsoft Office Suite

• Experience in equity/index options is a plus

• Excellent analytical skills and meticulous attention to detail

• Strong communication skills both verbal and written are essential.

• Capacity to manage multiple tasks organize prioritize and meet deadlines in a fast-paced demanding environment

• Proactive and resourceful with a positive attitude and strong work ethic.

• This position requires onsite work in our Stamford Connecticut office five days a week.

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 $85000 - $100000 per year depending on location plus bonus opportunity.

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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.