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
WHAT WILL HELP YOU BE SUCCESSFUL IN THIS ROLEEXPERIENCE- 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
WORK LOCATIONThis 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 $110,000 and $125,000 per year plus bonus opportunity.
