Canvas: Custom Indexing Product Specialist

Franklin Templeton; New York (NY); Hybrid; USD 105.000 - 145.000; Vollzeit

Benefits dieser Stelle

Discretionary bonus

401k plan

Health insurance

Other perks

Zusammenfassung

Franklin Templeton’s Osam unit seeks a Product Specialist to support CANVAS® (Custom/Direct Indexing) growth across client journeys. You will collaborate with Senior Product Specialists on prospecting, onboarding and maintaining relationships, driving CANVAS® adoption with advisors and partner firms.

Hybrid role with travel as needed; the role emphasizes educating teams, managing workflows and delivering client-centric solutions aligned with CANVAS® capabilities and market needs.

Qualifikationen

• Approximately 3-5 years of experience in sales, asset management or investment management.
• Acute focus on client satisfaction/service.
• Skilled in creating and delivering impactful presentations.
• Intermediate understanding of equity investment landscape, portfolio management, financial planning and investment vehicles.
• Experience working with financial advisors.

Aufgaben

• 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 work closely 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 home office and advisor‑specific marketing and education collateral based on internal and external requests.
• Work with other internal teams to manage ongoing account service requests in a timely manner.
• Demonstrate a comprehensive understanding of industry and financial advisor practices.
• Ability to articulate the value of custom/direct indexing and become a true partner to financial advisor clients.

Kenntnisse

Sales experience

Asset management

Presentations

Client services

Financial advisors

Jobbeschreibung

Franklin Templeton’s Osam unit seeks a Product Specialist to support CANVAS® (Custom/Direct Indexing) growth across client journeys. You will collaborate with Senior Product Specialists on prospecting, onboarding and maintaining relationships, driving CANVAS® adoption with advisors and partner firms.

Hybrid role with travel as needed; the role emphasizes educating teams, managing workflows and delivering client-centric solutions aligned with CANVAS® capabilities and market needs.