Franklin Templeton

Product Specialist, Retail Sales – Canvas Custom Indexing

Franklin Templeton

full-time

Posted on:

Location Type: Hybrid

Location: San Mateo • California • Illinois • United States

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Salary

💰 $105,000 - $145,000 per year

About the role

  • Providing sales support to the Senior Product Specialist within the Western Division in order to grow sales in the Wirehouse, Independent, Bank and Regional channels
  • Being a resource to 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
  • Support and work closely with Senior Product Specialists to promote CANVAS®
  • Educate and promote CANVAS® throughout Franklin Templeton internal sales teams and partner firms
  • Develop an in-depth understanding of CANVAS® workflows and work closely with Client Service on a daily basis
  • Educate Franklin Templeton sales teams, clients and prospects on the value of Custom/Direct Indexing and key differentiators offered by CANVAS®
  • Develop new advisor relationships and retain and deepen existing relationships
  • Demonstrate the ability to be a utility player able to flex between operations, analysis, and client facing activities
  • Take ownership of follow-up communication
  • Work with resources/teams to prepare home office and advisor-specific marketing and education collateral based on internal and external requests
  • Work with other internal teams to manage ongoing account service requests in a timely manner
  • Demonstrate a comprehensive understanding of industry and financial advisor practices
  • Ability to articulate the value of custom/direct indexing and become a true partner to financial advisor clients

Requirements

  • Approximately 3 - 5 years of experience of direct indexing sales, asset management or investment management experience
  • Acute focus on client satisfaction/service
  • High level communication and presentation skills
  • Ability to work independently and hold oneself accountable for results
  • Willingness to learn from others and participate in a “team first” environment
  • Basic understanding of equity investment landscape, portfolio management, financial planning and investment vehicles
  • Experience working with financial advisors
  • Ability to effectively problem solve in a timely manner
  • 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
  • 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
direct indexingcustom indexingportfolio managementfinancial planninginvestment managementasset managementsales supportclient servicemarketing collateralaccount service
Soft skills
client satisfactioncommunication skillspresentation skillsindependenceteam collaborationproblem solvingwork ethictime managementorganizational skillsintellectual curiosity