Client Relationship Specialist, Private Wealth Sales - Canvas Custom Indexing

O’Shaughnessy Asset Management (OSAM) is owned by Franklin Templeton, a dynamic firm that spans asset management, wealth management, and fintech, giving us many ways to help investors make progress toward their goals. With clients in over 150 countries and offices on six continents, you’ll get exposed to different cultures, people, and business development happening around the world.

O’Shaughnessy Asset Management (OSAM) operates independently as a Specialist Investment Manager and is a research and money management firm based in Stamford. Our approach to managing money is transparent, logical, and completely disciplined, leading to long‐standing relationships with our clients. We are a leading provider of Custom Indexing services via CANVAS®. CANVAS® is a platform offering financial advisors an unprecedented level of control and ease in creating and managing client portfolios in separately managed accounts (SMAs). Advisors can set up custom investment templates, access factor investing strategies, utilize passive strategies, actively manage taxes, and apply ESG investing and SRI screens according to the specific needs, preferences, and objectives of individual clients.

For more firm information, please visit www.osam.com

Relationship Management Specialist

Vice President

The Relationship Management Specialist will support OSAM’s business development and client service efforts throughout each stage of the client journey. The successful candidate will be considered a key problem-solving resource for our clients and will primarily collaborate with the East Region Relationship Director (Eastern seaboard) on prospecting, onboarding, and maintaining RIA relationships. The need for this hire is driven by the growth of CANVAS®, OSAM’s revolutionary Custom Indexing platform designed to improve the relationship between asset managers and allocators.

Key Responsibilities Include

• 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 the 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 the 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
  
  

Highly Desirable

• 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 with external clients
• 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
  
  

Location:

• Stamford, CT (HQ) or New York City. This is hybrid role working 3 days a week in office.
  
  

Along with base compensation, other compensation is offered such as a discretionary bonus, 401k plan, health insurance, and other perks. There are several factors taken into consideration in making compensation decisions including but not limited to location, job-related knowledge, skills, and experience. At Franklin Templeton, we apply a total reward philosophy where all aspects of compensation and benefits are taken into consideration in determining compensation. We expect the salary for this position to range between USD $155,000 – $192,000.

For more information on our firm, please visit our website at www.osam.com. To apply, please visit here.

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Experience our welcoming culture and reach your professional and personal potential!

Our culture is shaped by the variety of perspectives and experiences brought by talent from around the world. Regardless of your interests, lifestyle, or background, there’s a place for you at Franklin Templeton. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life.

By joining us, you will become part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. We understand that benefits are at the core of employee well-being and may vary depending on individual needs. Whether you need support for maintaining your physical and mental health, saving for life’s adventures, taking care of your family members, or making a positive impact in your community, we aim to have them covered.

Learn more about the wide range of benefits we offer at Franklin Templeton

• Most benefits vary by location. Ask your recruiter about benefits in your country.
  
  

Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation.

If you believe that you need an accommodation or adjustment, due to a medical condition or disability, to search for or apply for one of our positions, please send an email to accommodations@franklintempleton.com. In your email, please include the accommodation or adjustment you are requesting, the job title, and the job number of the position you are applying for. It may take up to three business days to receive a response to your request. Please note that only accommodation requests will receive a response.