O’Shaughnessy Asset Management (OSAM) is owned by Franklin Templeton, a diversified 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 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

At Franklin Templeton, everything we do is focused on one thing – delivering better client outcomes. We do that by partnering closely with our clients, assessing their strategic needs, and identifying the solution or solutions that can meet the challenge. Over 9,500 employees working in 30 countries around the world are dedicated to servicing investment solutions for our clients in more than 155 countries. For more than 75 years our success has been a direct result of the talent, skills and persistence of our people, and we are looking for qualified candidates to join our team.

What is the Senior Product Specialist – Retail Channel (Canvas) responsible for?

• Sales growth

• Partner with Franklin Templeton sales teams, based on geographic territory to sell to Wirehouse, Independent, Bank and Regional financial advisors

• Be an expert on direct indexing and custom indexing

• Effectively collaborate with other members of the OSAM Tech, Portfolio Management, Operations and Relationship Management teams

What are the ongoing responsibilities of an Senior Product Specialist – Retail Channel (Canvas)?

The key measurement of success is raising assets within your territory. In addition, the individual will be evaluated on their subject matter expertise and ability to work collaboratively across the OSAM and Franklin Templeton organizations.

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

• Bachelor's degree in business, or a related field is preferred.

• Excellent communicator

• Success selling to advisors

• Deep understanding of direct and custom indexing

• Comfortable working with and explaining advanced technological solutions

• Passion for collaborating with financial advisors, working to improve their businesses

• Keen curiosity and ability to understand details of investment processes and practices

• Experience with SMAs

• Effective facilitator of innovation

• Ability to work independently and collaboratively with a team.

• CFA is a plus

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 $163,000.00 and $200,000.00

Experience our welcoming culture and reach your professional and personal potential!

Our culture is shaped by our diverse global workforce and strongly held core values. Regardless of your interests, lifestyle, or background, there’s a place for you at Franklin Templeton. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life. 

By joining us, you will become part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifesty