
Senior Product Specialist β Canvas
Posted Aug 8

Posted Aug 8
This is a fully remote position, open to applicants in Colorado, +2 more states.
β’ Propel sales expansion within the Midwest and Northwest regions
β’ Increase assets in the designated territory
β’ Exhibit expertise in OSAM and Franklin Templeton products
β’ Collaborate with the Franklin Templeton generalist sales team to market to Wirehouse, Independent, Bank, and Regional financial advisors
β’ Act as a specialist in direct indexing and custom indexing
β’ Partner with OSAM Client Service, Portfolio Management, Operations, Technology, and Relationship Management teams
β’ Travel required: 50β75%
β’ Over 10 years of experience in asset management distribution or specialist roles
β’ At least 3 years of experience in direct indexing with a thorough understanding of the competitive landscape
β’ Proven track record of success in selling to financial advisors
β’ Familiarity with separately managed accounts (SMAs)
β’ Proficient in discussing and utilizing advanced technological solutions
β’ Strong ability to facilitate innovation
β’ Exceptional communication skills, including comfort with main-stage presentations
β’ Enthusiasm for partnering with financial advisors to enhance their business operations
β’ Inquisitive nature with the ability to grasp intricate details of investment processes and practices
β’ Capable of working independently as well as part of a team
β’ Must be based in a major city within the Midwest or Northwest
β’ Openness to travel 50β75%
β’ Discretionary bonus
β’ 401k plan
β’ Health insurance
β’ Additional perks
β’ Competitive and valuable total rewards
β’ Inclusive, welcoming, and flexible work culture
β’ Opportunities for personal and professional growth
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