HOW YOU WILL ADD VALUEAs a Senior Product Specialist - Retail Channel (Canvas) you will be responsible for sales growth within the Southeast Division. 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
WHAT WILL HELP YOU BE SUCCESSFUL IN THIS ROLEEXPERIENCE- 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
WORK SCHEDULE & LOCATION- This is a virtual role that can be based out of preferably any major city within the Southeast (Atlanta, Florida major cities, 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 $155,000 - $190,000 depending on location and level of relevant experience, plus discretionary bonus.
#LI-Remote
