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

O’Shaughnessy Asset Management (OSAM) is seeking an experienced and creative leader to further scale its high growth Custom Indexing platform, Canvas. The Product Marketer will play a vital role in the ongoing development and maintenance of strategy, execution, and distribution, of OSAM and Franklin Templeton’s marketing efforts in the retail marketplace focused on wirehouses and independent broker dealers. This position will work collaboratively with business development, product, operations, and creative services and requires strong knowledge of the investment industry and financial markets, excellent storytelling and creative skill, and project management expertise to assist in the development of industry-leading marketing programs.

What are the ongoing responsibilities of a Retail Product Marketer?

• Create marketing strategy, programs, and content for the US retail channel, in consultation with marketing and business leadership.

• Liaise with key internal partners to obtain in-depth expertise of client needs, business insight, and market trends.

• Work with internal development and distribution partners to distribute content based on agreed cadence and calendar to augment business development and brand awareness.

• Promote and educate on new Canvas capabilities and product launches to existing clients and broader market.

• Evolve messaging and work collaboratively across business to ensure consistency and repeatability of messaging.

• Establish process for goal setting and ongoing measurement of programs and initiatives.

• Create and/or support the development of client-specific content.

• Remain current with industry evolution, competitive landscape, and compliance and regulatory rules.

Measures of Success:
 

The primary measure of success is showing an ability to establish a plan, execute according to timeline, and objectively understand the success or lack of success in driving asset and brand growth.

Key Skill Sets:

• Excellent communicator with a proven ability to write compelling content

• Strong project management track record with an ability to hold others accountable

• Expertise in digital marketing programs and channels

• Creative instincts

• Growth and quantitatively driven

• Ability to execute quickly and work on multiple initiatives in parallel

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

• Bachelor’s degree, preferably with a major in economics, business, marketing, or psychology. MBA or other educational and professional designations a plus.

• 7+ years’ experience in investment product, marketing, or communication role.

• Deep understanding of financial markets, vehicles, and industry.

• Expertise with Microsoft Office applications and experience with other project management and design applications.

• Knowledge of regulatory and industry rules, guidelines, and standards (SEC, FINRA, GIPS).

Location:

Hybrid work schedule out of Stamford, CT or New York City for proximity to OSAM headquarters/office locations.

Compensation Range: 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,