Product Specialist - Canvas Custom Indexing

Franklin Templeton Saudi

Saint Petersburg, FL

Full Time

Mid Level

105k-143k

28 days ago

Job Description

About the Role

O'Shaughnessy Asset Management (OSAM), owned by Franklin Templeton, is a research and money management firm based in Stamford, Connecticut. It operates autonomously with global resources and offers transparent, disciplined investment approaches. The firm is a leading provider of Custom Indexing services via its Canvas platform, enabling financial advisors to create and manage personalized separately managed accounts (SMAs) aimed at improving after-tax outcomes. The Product Specialist role supports OSAM's business development of the Canvas platform throughout the client journey, collaborating with senior team members and engaging with clients and partners to promote and educate about the platform.

Key Responsibilities

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 in-depth understanding of CANVAS workflows and collaborate with Client Service and Implementation teams
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 CANVAS differentiators
Develop new advisor relationships and retain and deepen existing relationships
Work with partner firms through their advisory management and sales teams to promote CANVAS and specific initiatives
Demonstrate flexibility between operations, analysis, and client-facing activities
Take ownership of follow-up communication
Prepare marketing and education collateral based on internal and external requests
Manage ongoing account service requests in a timely manner
Demonstrate a comprehensive understanding of industry and financial advisor practices
Articulate the value of custom/direct indexing and become a true partner to financial advisor clients

Requirements

Approximately 3 - 5 years of experience in sales, asset management, or investment management
Skilled in creating and delivering impactful presentations
Ability to work independently and hold oneself accountable for results
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
Strong work ethic and ability to work in a fast-paced environment
Effective time management and organizational skills
Self-starter with proactive process improvement mindset
Excellent communication skills and intellectual curiosity

Nice to Have

Willingness to learn from others and participate in a team environment

Qualifications

Educational background is not explicitly specified, but relevant experience is emphasized

Benefits & Perks

Competitive total rewards including base salary and bonus opportunity
Discretionary bonus, 401k plan, health insurance, and other perks
Support for physical and mental health, life goals, family care, and community impact
Tools, resources, and learning opportunities to support career and personal growth

Working at Franklin Templeton Saudi

Franklin Templeton fosters a welcoming, diverse, and inclusive culture shaped by its global workforce and core values. The company emphasizes employee well-being, providing tools, resources, and support for both professional and personal development. It promotes a positive and healthy lifestyle, offering benefits tailored to individual needs, and encourages a culture of respect, inclusion, and continuous learning.

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