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.

O’Shaughnessy Asset Management (OSAM) operates independently as a Specialist Investment Manager and 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.

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

The Private Wealth Associate will support OSAM’s business development/client service efforts for the Western US and will primarily collaborate with the business development, operations, and investment teams on sales enablement, onboarding, and maintaining relationships with high-end Registered Investment Advisors (RIAs). The need for this hire is driven by the growth of Canvas®, OSAM’s Custom Indexing platform.

What are the ongoing responsibilities of a Private Wealth Associate?

• Collaborate with Director and Specialist to manage business development pipeline of advisor prospects

• Play a key role in all aspects of onboarding and servicing new RIA clients including model building, tax transition, platform training, and account level analytical work

• Communicate best practices for Canvas implementation by interfacing directly with key members of the partner firm (investment team, advisors, operations)

• Develop an in-depth understanding of Canvas workflows and OSAM’s investment/portfolio management process

• Prepare client-focused collateral based on internal and external requests

• Facilitate account service and operational requests in a timely manner

• Message complex investment topics in an approachable way oftentimes in presentation format

What ideal qualifications, skills and experience would help someone to be successful?

• Minimum of 2 years’ related work experience in financial services industry

• Series 65 or ability to obtain within 4 months  

• Demonstrated interest in financial markets/investing

• Self-starter mindset with a willingness to think outside the box and execute and drive project-based work to completion with attention to detail

• High degree of comfort with technology (Microsoft Office including proficiency in Excel, Asana or other project management tool, CRM)

• Effective listener, communicator, and presenter

• Willingness to travel as needed for Conferences or Client Meetings

Highly Desirable:

• Progress towards or interest in professional designations including CFA, CFP or CPA

• Tax knowledge or accounting background is a plus

• Experience working with financial advisors

Hiring Location Options:

• Austin, TX or Stamford, CT or St. Petersburg, FL or Boston, MA or Baltimore, MD or New York, NY or Chicago, IL

• Hybrid schedule: work onsite 3 days a week.

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 $80,000 and $90,000.

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