The primary role of the Product Specialist – Envestnet is driving sales growth with Envestnet firms. This is achieved by:

• Providing sales support to the Head of Envestnet Retail Sales to raise CANVAS® assets with Envestnet firms.

• Partnering with the Franklin Templeton generalist sales team that sell to advisors using the Envestnet platform to generate CANVAS® sales.

• 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 Head of Envestnet Retail Sales 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 onboarding and 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.

EXPERIENCE

• Approximately 3 - 5 years of experience of direct indexing sales, asset management or investment management experience.

• Current Series 66 license or ability to obtain one.

• Experience working with a turnkey asset management platform/program (TAMP).

• Basic understanding of equity investment landscape, portfolio management, financial planning and investment vehicles.

• Experience working with financial advisors.

PROFESSIONAL SKILLS

• 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.

• 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.

This role can be based out of Stamford (CT), Boston (MA), Saint Petersburg (FL), or New York City (NY).

Franklin Templeton offers employees a competitive and valuable range of total rewards—monetary and non-monetary—designed to support the whole person and to recognize their time, talents, and results. 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 $105,000 – $145,000 per year depending on location plus bonus opportunity.