O’Shaughnessy Asset Management (OSAM) is part of Franklin Templeton, a forward-thinking asset manager that has built its success through powerful partnerships. We leverage cutting-edge strategies and deep insights to unlock opportunities for long-term wealth creation. Our talented, global teams bring expertise that is both broad and unique.

O’Shaughnessy Asset Management is a research and money management firm based in Stamford, Connecticut operating autonomously and backed with global, enterprise resources. Their approach to managing money is transparent, logical, and completely disciplined, leading to long‐standing relationships with clients. OSAM is a leading provider of Custom Indexing services via its Canvas® platform which offers financial advisors an unprecedented level of control and ease in creating and managing personalized separately managed accounts (SMAs) that target improved after-tax outcomes.

For more firm information, please visit www.osam.com

ABOUT THE DEPARTMENT

O’Shaughnessy Asset Management (OSAM) is owned by Franklin Templeton, a dynamic firm that spans asset management, wealth management, and fintech, giving us many ways to help investors make progress toward their goals. With clients in over 150 countries and offices on six continents, you’ll get exposed to different cultures, people, and business development happening around the world.

OSAM is a research and money management firm based in Stamford. Our approach to managing money is transparent, logical, and completely disciplined, leading to long-standing relationships with our clients. We are a leading provider of Custom Indexing services via Canvas. Canvas is a platform offering financial advisors an unprecedented level of control and ease in creating and managing client portfolios in separately managed accounts (SMAs). Advisors can set up custom investment templates, access factor investing strategies, utilize passive strategies, actively manage taxes, and apply ESG investing and SRI screens according to the specific needs, preferences, and objectives of individual clients.

HOW YOU WILL ADD VALUE

The primary role of the National Account Manager is to support the growth of large accounts in the Retail, RIA, Platforms and Aggregator channels. This is achieved by:

• Providing support to the Head of Canvas Distribution and Franklin Templeton National Account Managers

• Taking ownership over relationship management and needs of specific accounts as well as supporting other tier 1 accounts

• Being an expert resource on Canvas and the custom indexing landscape to our internal partners at Franklin Templeton and our Home Office clients

• Effectively collaborating with other members of the OSAM Client Service, Portfolio Management, Operations, Tech and Relationship Management teams

• Educate and promote CANVAS® throughout Franklin Templeton National Accounts and partner firm Home Office relationships

• Grow the platform by adding both new relationships and continuously adding more Canvas functionality to existing relationships

• Develop Home Office relationships and retain and deepen existing relationships in partnership with the Franklin Templeton National Account Team

• Take ownership of follow-up communication, project management and execution of client needs

WHAT WILL HELP YOU BE SUCCESSFUL IN THIS ROLE

EXPERIENCE

• Minimum 7+ years of experience of direct indexing sales or asset management experience

• Having existing home office relationships or experience is desirable

PROFESSIONAL SKILLS

• Demonstrate the ability to be a utility player able to flex between lead and support roles

• 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

• Strong time management and organizational skills

WORK SCHEDULE & LOCATION

• This is a hybrid role that can be based out of Stamford (CT), Boston (MA), NYC, or Saint Petersburg (FL)

• Travel expectations of 25-50%

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 $135,000 – $175,000 per year depending on location plus bonus opportunity.

Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation.