Canvas Custom Indexing Product Specialist

Franklin Templeton; Stamford (CT); Hybrid; USD 105,000 - 145,000; Full time

Benefits offered by this job

Discretionary bonus

Health insurance

401k plan

Job summary

Franklin Templeton’s OSAM unit in Stamford, CT is seeking a Product Specialist to support CANVAS® (Custom/Direct Indexing) across the client journey. You will partner with Senior Product Specialists on prospecting, onboarding, and maintaining relationships.

Educate internal sales teams and partner firms, develop CANVAS® workflows with Client Service and Implementation, and grow advisor relationships while deepening existing ones.

Qualifications

• 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.
• Experience working with financial advisors.

Responsibilities

• Promote CANVAS® with internal sales teams and partner firms.
• Educate clients and prospects on CANVAS® value.
• Develop understanding of CANVAS® workflows with Client Service and Implementation teams.
• Serve as primary home office and advisor coverage for select partner firms.
• Build advisor relationships and retain existing clients.

Skills

Sales experience

Asset management

Investment management

Client service

Presentations

Financial advisors experience

Job description

Franklin Templeton’s OSAM unit in Stamford, CT is seeking a Product Specialist to support CANVAS® (Custom/Direct Indexing) across the client journey. You will partner with Senior Product Specialists on prospecting, onboarding, and maintaining relationships.

Educate internal sales teams and partner firms, develop CANVAS® workflows with Client Service and Implementation, and grow advisor relationships while deepening existing ones.