Product Specialist - Canvas Custom Indexing

About the Role

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 daily
• 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 follow-up communication
• Work with resources/teams to prepare marketing and education collateral based on internal and external requests
• Manage ongoing account service requests in a timely manner in collaboration with internal teams
• 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 approach to process improvement
• Intellectual curiosity

Nice to Have

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

Qualifications

• No specific formal educational qualifications specified

Benefits & Perks

• Competitive total rewards including base salary and bonus opportunity
• Discretionary bonus
• 401k plan
• Health insurance
• Other perks