Product Specialist – Canvas Custom Indexing

O'Shaughnessy Asset Management

Product Specialist supporting OSAM's business development of CANVAS® and educating clients on Custom/Direct Indexing. Collaborating with Senior Product Specialists and driving advisor relationships in a dynamic firm.

Posted 4/30/2026full-timeStamford • Connecticut, Florida, Massachusetts, New York • 🇺🇸 United StatesMid-LevelSenior💰 $105,000 - $143,000 per yearWebsite

About the role

Key responsibilities & impact

Support and work closely with Senior Product Specialists to promote CANVAS®
Educate and promote CANVAS® throughout Franklin Templeton internal sales teams and partner firm sales professionals
Develop an in-depth understanding of CANVAS® workflows and work closely with Client Service and Implementation teams on a daily basis
Serve as primary home office and financial advisor coverage for select partner firms
Educate 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
Work with partner firms through their advisory management and home office sales team to promote CANVAS® and specific initiatives/offerings
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

What you’ll need

Approximately 3-5 years of experience in sales, asset management or investment management
Acute focus on client satisfaction/service
Skilled in creating and delivering impactful presentations
Ability to work independently and hold oneself accountable for results
Willingness to learn from others and participate in a 'team first' environment
Intermediate 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

Comp & perks

Health insurance
401k plan
Discretionary bonus
Professional development opportunities
Employee well-being programs

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

salesasset managementinvestment managementportfolio managementfinancial planningcustom indexingdirect indexingpresentation skillsproblem solvingprocess improvement

Soft Skills

client satisfactionteamworkindependenceaccountabilitytime managementorganizational skillswork ethicintellectual curiosityflexibilitycommunication