Hybrid Product Specialist, Retail Sales – Canvas Custom Indexing

at Franklin Templeton

• Job title: Product Specialist, Retail Sales – Canvas Custom Indexing
• Job type: Full Time
• Experience level: Mid level, Senior
• Salary: $105,000 - $145,000 per year
• Degree requirement: Bachelor's Degree
• Location requirements: Hybrid, San Mateo, United States

About the role

• Product Specialist driving sales growth for Custom Indexing services at Franklin Templeton. Collaborating with sales teams and educating clients on indexing solutions.

Responsibilities

• Providing sales support to the Senior Product Specialist within the Western Division in order to grow sales in the Wirehouse, Independent, Bank and Regional channels
• Being a resource to 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
• Support and work closely with Senior Product Specialists 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 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

Requirements

• Approximately 3 - 5 years of experience of direct indexing sales, asset management or investment management experience
• 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
• Basic understanding of equity investment landscape, portfolio management, financial planning and investment vehicles
• Experience working with financial advisors
• 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

Benefits

• discretionary bonus
• 401k plan
• health insurance
• other perks