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Franklin Templeton · 1 month ago

Client Relationship Specialist, Private Wealth Sales - Canvas Custom Indexing

Stamford, Connecticut, United States of America

Full-time

Hybrid

Mid, Senior Level

$155K/yr - $192K/yr

5+ years exp

Franklin Templeton is a dynamic firm that spans asset management, wealth management, and fintech, helping investors achieve their goals. The Client Relationship Specialist will support business development and client service efforts, collaborating primarily with the East Region Relationship Director to enhance RIA relationships and drive the growth of OSAM’s Custom Indexing platform.

Financial ServicesHedge FundsProfessional ServicesWealth Management

Responsibilities

Work closely with Relationship Director in the East Region to build a pipeline of advisor prospects and help to qualify new business development leads

Develop an in-depth understanding of CANVAS® workflows and OSAM’s investment/portfolio management process

Educate clients and prospects on technology enabled investment platform including capital markets and asset allocation theory

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

Independently analyze, process, and interpret data to create custom analysis, narratives, charts, graphs and other diagrams and make recommendations to the investment functions

Take ownership of follow-up communication

Prepare allocator and advisor-specific marketing and education collateral based on internal and external requests

Grow into being responsible for full scope business development responsibilities by increasing advisor use of CANVAS®

Manage ongoing account service requests in a timely manner

Support growth efforts by coordinating across sales, operations, and Portfolio Management teams

Qualification

Asset management experienceInvestment management experienceTax loss harvesting platformsEquity investment knowledgeFinancial planningClient relationship managementTechnology proficiencyIntellectual curiosityProblem-solvingTime managementOrganizational skillsTeam player