Senior Product Specialist, Retail Sales – Canvas Custom Indexing
Franklin Templeton
full-time
Posted on:
Location Type: Hybrid
Location: Chicago • Florida, Illinois, Texas • 🇺🇸 United States
Visit company websiteSalary
💰 $141,000 - $174,000 per year
Job Level
Senior
About the role
- sales growth within the Central Division
- Partnering with the Franklin Templeton generalist sales team to sell to Wirehouse, Independent, Bank and Regional financial advisors
- Being an expert on direct indexing and custom indexing
- Effectively collaborating with other members of the OSAM Client Service, Portfolio Management, Operations, Tech and Relationship Management teams
Requirements
- Demonstrated success selling to financial advisors
- Excellent communicator including comfort with main stage presentations
- Deep understanding of direct and custom indexing and the competitive landscape
- Comfortable working with and explaining advanced technological solutions
- Passion for collaborating with financial advisors and 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
Benefits
- discretionary bonus
- 401k plan
- health insurance
- other perks
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
direct indexingcustom indexingSMAs
Soft skills
excellent communicatorcollaborationfacilitation of innovationindependent workteamworkkeen curiosity