Canvas National Accounts Lead: Growth & Strategy

Franklin Templeton; Stamford (CT); Híbrido; USD 135 000 - 175 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Discretionary bonus

401k plan

Health insurance

Other perks

Resumo da oferta

Franklin Templeton Investments, via OSAM, invites a National Account Manager to support large accounts across Retail, RIA, Platforms and Aggregator channels. The role focuses on Canvas Custom Indexing solutions, relationship management, and coordinating with internal teams.

Hybrid role based in Stamford CT or other locations (Boston, NYC, Saint Petersburg FL); travel 25-50%. Salary range $135,000–$175,000 plus bonus opportunity; equal opportunity employer.

Qualificações

• Minimum 7+ years of direct indexing sales or asset management experience.
• Strong communication and presentation skills across senior stakeholders.
• Ability to navigate fast-paced environments and manage multiple tasks.

Responsabilidades

• Own relationship management for large accounts and support other tier 1 accounts.
• Serve as expert resource on Canvas and the custom indexing landscape for internal partners.
• Collaborate with Client Service, Portfolio Management, Operations, Tech and Relationship Management teams.
• Educate and promote Canvas across Franklin Templeton National Accounts and Home Office relationships.
• Grow the platform by adding new relationships and enhancing Canvas functionality.
• Develop Home Office relationships and retain existing ones in partnership with the National Account Team.
• Lead follow-up communication, project management and execution of client needs.

Conhecimentos

Flexibility

Communication

Independence

Learning mindset

Work ethic

Pace adaptability

Multitasking

Time management

Descrição da oferta de emprego

Franklin Templeton Investments, via OSAM, invites a National Account Manager to support large accounts across Retail, RIA, Platforms and Aggregator channels. The role focuses on Canvas Custom Indexing solutions, relationship management, and coordinating with internal teams.

Hybrid role based in Stamford CT or other locations (Boston, NYC, Saint Petersburg FL); travel 25-50%. Salary range $135,000–$175,000 plus bonus opportunity; equal opportunity employer.