As a Senior Product Specialist – Retail Channel (Canvas) you will be responsible for sales growth within the Midwest and Northwest Divisions. This will be achieved through:

• Raising assets within your territory

• Demonstrating subject matter expertise and working collaboratively across the OSAM and Franklin Templeton organizations.

• Partnering with 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

EXPERIENCE

• 10+ years of asset management distribution or specialist experience

• 3+ years of experience with direct indexing exhibiting a deep understanding of it along with the competitive landscape

• Demonstrated success selling to financial advisors

• Experience with separately managed accounts (SMAs)

PROFESSIONAL SKILLS

• Comfortable working with and explaining advanced technological solutions

• Effective facilitator of innovation

• Excellent communicator including comfort with main stage presentations

• Passion for collaborating with financial advisors and working to improve their businesses

• Keen curiosity and ability to understand details of investment processes and practices

• Ability to work independently and collaboratively with a team

• This is a virtual role that can be based out of preferably any major city within the Midwest or Northwest (Chicago, Denver, Seattle, etc.)

• Travel expectations of 50-75%

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 $160,000 – $200,000 depending on location and level of relevant experience, plus discretionary bonus.

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