Canvas Custom Indexing Specialist — Client Growth

Franklin Templeton; Saint Petersburg (FL); Remote; USD 90,000 - 130,000; Full time

Job summary

Franklin Templeton seeks a Product Specialist to support CANVAS (Custom/Direct Indexing) across the client journey. You will partner with Senior Product Specialists on prospecting, onboarding, and ongoing relationships to grow CANVAS adoption and client value.

You will educate internal and partner firm sales teams about CANVAS workflows, manage requests with Client Service and Implementation, and demonstrate how CANVAS enhances advisor outcomes and portfolio customization.

Qualifications

• Familiarity with CANVAS workflows and client-facing activities.
• Ability to articulate the value of custom/direct indexing.
• Experience supporting business development in asset management.

Responsibilities

• Support and work closely with Senior Product Specialists to promote CANVAS.
• Educate and promote CANVAS throughout internal sales teams and partner firms.
• Develop understanding of CANVAS workflows and coordinate with Client Service and Implementation teams.
• Serve as primary home office and advisor coverage for select partner firms.
• Educate clients on CANVAS value and differentiators.

Skills

CANVAS knowledge

Client relationship management

Presentation skills

Sales coordination

Tools

CANVAS platform

Job description

Franklin Templeton seeks a Product Specialist to support CANVAS (Custom/Direct Indexing) across the client journey. You will partner with Senior Product Specialists on prospecting, onboarding, and ongoing relationships to grow CANVAS adoption and client value.

You will educate internal and partner firm sales teams about CANVAS workflows, manage requests with Client Service and Implementation, and demonstrate how CANVAS enhances advisor outcomes and portfolio customization.