Client Relationship Specialist, Private Wealth Sales – Canvas Custom Indexing
Franklin Templeton
full-time
Posted on:
Location Type: Hybrid
Location: Stamford • Connecticut, New York • 🇺🇸 United States
Visit company websiteSalary
💰 $155,000 - $192,000 per year
Job Level
Mid-LevelSenior
About the role
- Work closely with Relationship Director in the East Region to build a pipeline of advisor prospects and help to qualify new business development leads
- Develop an in-depth understanding of CANVAS® workflows and OSAM’s investment/portfolio management process
- Educate clients and prospects on technology enabled investment platform including capital markets and asset allocation theory
- Develop new advisor relationships and retain and deepen existing relationships
- Demonstrate ability to be a utility player able to flex between operations, analysis, and client facing activities
- Independently analyze, process, and interpret data to create custom analysis, narratives, charts, graphs and other diagrams and make recommendations to investment functions
- Take ownership of follow-up communication
- Prepare allocator and advisor-specific marketing and education collateral based on internal and external requests
- Grow into being responsible for full scope business development responsibilities by increasing advisor use of CANVAS®
- Manage ongoing account service requests in a timely manner
- Support growth efforts by coordinating across sales, operations, and Portfolio Management teams
Requirements
- 5+ years of experience in asset management or investment management
- Strong experience with tax loss harvesting platforms and separate account operations
- Strong knowledge of equity investment landscape, portfolio management, financial planning
- Experience working with financial advisors
- High degree of comfort with technology
- Ability to effectively problem solve in a timely manner
- Must maintain strong working relationships both internally and externally
- Superior work ethic
- Comfortable working in a fast-paced environment
- Ability to manage multiple tasks effectively
- Self-starter, able to proactively identify opportunities for process improvement
- Strong time management and organizational skills
- Team player
- Intellectual curiosity
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
data analysisportfolio managementfinancial planningtax loss harvestinginvestment managementcapital marketsasset allocationCANVAS® workflowscustom analysischarting
Soft skills
problem solvingrelationship buildingtime managementorganizational skillsself-starterteam playerintellectual curiositycommunicationflexibilitywork ethic