Senior Product Specialist – Canvas

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⛰️ Colorado, Illinois, +1 more states – Remote

⛰️ Colorado – Remote 🌽 Illinois – Remote ☕ Washington – Remote

💵 $155k - $190k / year

⏰ Full Time

🟠 Senior

🪄 Product Specialist

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Franklin Templeton

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

Founded 1947

💼 Consulting

🛡️ Insurance

💸 Finance

Consulting • Insurance • Finance

Franklin Templeton is a global investment management organization that focuses on delivering innovative solutions to meet the investment needs of clients. With a long history of fund management, Franklin Templeton offers a range of investment strategies that emphasize various asset classes and regions. The company is dedicated to ensuring clients' privacy and providing personalized experiences through its online platforms.

📋 Description

• Drive sales growth within the Midwest and Northwest divisions • Raise assets within the assigned territory • Demonstrate subject matter expertise across OSAM and Franklin Templeton • Partner with the Franklin Templeton generalist sales team to sell to Wirehouse, Independent, Bank, and Regional financial advisors • Serve as an expert on direct indexing and custom indexing • Collaborate with OSAM Client Service, Portfolio Management, Operations, Technology, and Relationship Management teams • Travel 50–75%

🎯 Requirements

• 10+ years of asset management distribution or specialist experience • 3+ years of experience with direct indexing and deep understanding of the competitive landscape • Demonstrated success selling to financial advisors • Experience with separately managed accounts (SMAs) • 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 improving their businesses • Keen curiosity and ability to understand details of investment processes and practices • Ability to work independently and collaboratively with a team • Ability to be based in a major city within the Midwest or Northwest • Willingness to travel 50–75%

🏖️ Benefits

• Discretionary bonus • 401k plan • Health insurance • Other perks • Competitive and valuable total rewards • Welcoming, inclusive, and flexible culture • Opportunities to reach your potential and grow your career