Canvas Custom Indexing Product Specialist

Franklin Templeton; Boston (MA); Hybrid; USD 105,000 - 145,000; Full time

Benefits offered by this job

Discretionary bonus

401k plan

Health insurance

Other perks

Job summary

O’Shaughnessy Asset Management (OSAM), part of Franklin Templeton, is seeking a Product Specialist to support CANVAS® (Custom/Direct Indexing) across the client journey. You will collaborate with Senior Product Specialists on prospecting, onboarding, and maintaining relationships to drive growth.

The role emphasizes educating internal sales teams and partner firms about CANVAS®, understanding workflows, and serving as a trusted advisor to financial professionals at home offices and in the field.

Qualifications

• 3–5 years of experience in sales, asset management or investment management.
• Strong focus on client satisfaction and service.
• Skilled at creating and delivering impactful presentations.
• Understanding of equity investing, portfolio management, and financial planning.
• Experience working with financial advisors.

Responsibilities

• Promote and educate CANVAS throughout internal and partner sales teams.
• Develop deep understanding of CANVAS workflows with client service and implementation teams.
• Serve as primary home office coverage for select partner firms.
• Grow advisor relationships and retain existing clients.
• Collaborate with partners to market CANVAS initiatives.
• Provide cross-functional support across operations, analysis, and client-facing activities.
• Prepare home office and advisor-specific marketing collateral.
• Manage ongoing account service requests with internal teams.

Skills

Sales experience

Asset management knowledge

Investment management knowledge

Presentation skills

Client relationship management

Job description

O’Shaughnessy Asset Management (OSAM), part of Franklin Templeton, is seeking a Product Specialist to support CANVAS® (Custom/Direct Indexing) across the client journey. You will collaborate with Senior Product Specialists on prospecting, onboarding, and maintaining relationships to drive growth.

The role emphasizes educating internal sales teams and partner firms about CANVAS®, understanding workflows, and serving as a trusted advisor to financial professionals at home offices and in the field.