Product Specialist - Canvas Custom Indexing

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) is part of Franklin Templeton, a forward-thinking asset manager that has built its success through powerful partnerships. We leverage cutting‑edge strategies and deep insights to unlock opportunities for long‑term wealth creation. Our talented, global teams bring expertise that is both broad and unique.

O’Shaughnessy Asset Management is a research and money management firm based in Stamford, Connecticut operating autonomously and backed with global, enterprise resources. Their approach to managing money is transparent, logical, and completely disciplined, leading to long‑standing relationships with clients. OSAM is a leading provider of Custom Indexing services via its Canvas® platform which offers financial advisors an unprecedented level of control and ease in creating and managing personalized separately managed accounts (SMAs) that target improved after‑tax outcomes.

For more firm information, please visit www.osam.com

About The Department

O’Shaughnessy Asset Management (OSAM) is owned by Franklin Templeton, a dynamic firm that spans asset management, wealth management, and fintech, giving us many ways to help investors make progress toward their goals. With clients in over 150 countries and offices on six continents, you’ll get exposed to different cultures, people, and business development happening around the world.

OSAM is a research and money management firm based in Stamford. Our approach to managing money is transparent, logical, and completely disciplined, leading to long‑standing relationships with our clients. We are a leading provider of Custom Indexing services via Canvas. Canvas is a platform offering financial advisors an unprecedented level of control and ease in creating and managing client portfolios in separately managed accounts (SMAs). Advisors can set up custom investment templates, access factor investing strategies, utilize passive strategies, actively manage taxes, and apply ESG investing and SRI screens according to the specific needs, preferences, and objectives of individual clients.

Role Summary

The Product Specialist will support OSAM’s business development of CANVAS® (Custom/Direct Indexing) throughout each stage of the client journey. The successful candidate will be considered a key problem‑solving resource to our clients and will primarily collaborate with Senior Product Specialists on prospecting, onboarding, and maintaining relationships. The need for this hire is driven by the growth of CANVAS®, OSAM’s revolutionary Custom/Direct Indexing platform designed to improve the relationship between asset managers and allocators.

How You Will Add Value

• 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

WHAT WILL HELP YOU BE SUCCESSFUL IN THIS ROLE

• 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

Soft Skills

• Comfortable working in a fast‑paced environment
• Ability to manage multiple tasks effectively
• Self‑starter, able to proactively identify opportunities for process improvement
• Strong time management and organizational skills
• Intellectual curiosity
• Ability to work independently and hold oneself accountable for results
• Willingness to learn from others and participate in a “team first” environment
• Ability to effectively problem solve in a timely manner
• Superior work ethic

WORK SCHEDULE & LOCATION

• This is a hybrid role that will need to work out of the office at least 3 days per week
• Locations: Stamford, CT; NYC, NY; Boston, MA; St. Petersburg, FL
• This role will require 10-20% travel

Franklin Templeton offers employees a competitive and valuable range of total rewards, monetary and non‑monetary, designed to support the whole person and to recognize their time, talents, and results. Along with base compensation, other compensation is offered such as a discretionary bonus, 401k plan, health insurance, and other perks. There are several factors taken into consideration in making compensation decisions including but not limited to location, job‑related knowledge, skills, and experience. At Franklin Templeton, we apply a total reward philosophy where all aspects of compensation and benefits are taken into consideration in determining compensation. We expect the salary for this position to range between $105,000 and $145,000 per year plus bonus opportunity.

Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation.

Artificial intelligence or automated tools may be used to assist in the screening, assessment, or selection of applicants for this position.