Relationship Management Associate
Franklin Templeton, Stamford, Connecticut, United States, 06925
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.
O’Shaughnessy Asset Management (OSAM) operates independently as a Specialist Investment Manager and 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.
For more firm information, please visit www.osam.com
What are the ongoing responsibilities of a Private Wealth Associate?
Collaborate with Director and Specialist to manage business development pipeline of advisor prospects
Play a key role in all aspects of onboarding and servicing new RIA clients including model building, tax transition, platform training, and account level analytical work
Communicate best practices for Canvas implementation by interfacing directly with key members of the partner firm (investment team, advisors, operations)
Develop an in-depth understanding of Canvas workflows and OSAM’s investment/portfolio management process
Prepare client‑focused collateral based on internal and external requests
Facilitate account service and operational requests in a timely manner
Message complex investment topics in an approachable way oftentimes in presentation format
What ideal qualifications, skills and experience would help someone to be successful?
Minimum of 2 years’ related work experience in financial services industry
Series 65 or ability to obtain within 4 months
Demonstrated interest in financial markets/investing
Self‑starter mindset with a willingness to think outside the box and execute and drive project‑based work to completion with attention to detail
High degree of comfort with technology (Microsoft Office including proficiency in Excel, Asana or other project management tool, CRM)
Effective listener, communicator, and presenter
Willingness to travel as needed for Conferences or Client Meetings
Highly Desirable
Progress towards or interest in professional designations including CFA, CFP or CPA
Tax knowledge or accounting background is a plus
Experience working with financial advisors
Hiring Location Options
Austin, TX or Stamford, CT or St. Petersburg, FL or Boston, MA or Baltimore, MD or New York, NY or Chicago, IL
Hybrid schedule: work onsite 3 days a week.
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 $80,000 and $90,000.
Experience our welcoming culture and reach your professional and personal potential! Our culture is shaped by the variety of perspectives and experiences brought by talent from around the world. Regardless of your interests, lifestyle, or background, there’s a place for you at Franklin Templeton. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life. By joining us, you will become part of a culture that focuses on employee well‑being and provides multidimensional support for a positive and healthy lifestyle. We understand that benefits are at the core of employee well‑being and may vary depending on individual needs. Whether you need support for maintaining your physical and mental health, saving for life’s adventures, taking care of your family members, or making a positive impact in your community, we aim to have them covered.
Most benefits vary by location. Ask your recruiter about benefits in your country.
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.
If you believe that you need an accommodation or adjustment, due to a medical condition or disability, to search for or apply for one of our positions, please send an email to accommodations@franklintempleton.com. In your email, please include the accommodation or adjustment you are requesting, the job title, and the job number of the position you are applying for. It may take up to three business days to receive a response to your request. Please note that only accommodation requests will receive a response.
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O’Shaughnessy Asset Management (OSAM) operates independently as a Specialist Investment Manager and 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.
For more firm information, please visit www.osam.com
What are the ongoing responsibilities of a Private Wealth Associate?
Collaborate with Director and Specialist to manage business development pipeline of advisor prospects
Play a key role in all aspects of onboarding and servicing new RIA clients including model building, tax transition, platform training, and account level analytical work
Communicate best practices for Canvas implementation by interfacing directly with key members of the partner firm (investment team, advisors, operations)
Develop an in-depth understanding of Canvas workflows and OSAM’s investment/portfolio management process
Prepare client‑focused collateral based on internal and external requests
Facilitate account service and operational requests in a timely manner
Message complex investment topics in an approachable way oftentimes in presentation format
What ideal qualifications, skills and experience would help someone to be successful?
Minimum of 2 years’ related work experience in financial services industry
Series 65 or ability to obtain within 4 months
Demonstrated interest in financial markets/investing
Self‑starter mindset with a willingness to think outside the box and execute and drive project‑based work to completion with attention to detail
High degree of comfort with technology (Microsoft Office including proficiency in Excel, Asana or other project management tool, CRM)
Effective listener, communicator, and presenter
Willingness to travel as needed for Conferences or Client Meetings
Highly Desirable
Progress towards or interest in professional designations including CFA, CFP or CPA
Tax knowledge or accounting background is a plus
Experience working with financial advisors
Hiring Location Options
Austin, TX or Stamford, CT or St. Petersburg, FL or Boston, MA or Baltimore, MD or New York, NY or Chicago, IL
Hybrid schedule: work onsite 3 days a week.
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 $80,000 and $90,000.
Experience our welcoming culture and reach your professional and personal potential! Our culture is shaped by the variety of perspectives and experiences brought by talent from around the world. Regardless of your interests, lifestyle, or background, there’s a place for you at Franklin Templeton. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life. By joining us, you will become part of a culture that focuses on employee well‑being and provides multidimensional support for a positive and healthy lifestyle. We understand that benefits are at the core of employee well‑being and may vary depending on individual needs. Whether you need support for maintaining your physical and mental health, saving for life’s adventures, taking care of your family members, or making a positive impact in your community, we aim to have them covered.
Most benefits vary by location. Ask your recruiter about benefits in your country.
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.
If you believe that you need an accommodation or adjustment, due to a medical condition or disability, to search for or apply for one of our positions, please send an email to accommodations@franklintempleton.com. In your email, please include the accommodation or adjustment you are requesting, the job title, and the job number of the position you are applying for. It may take up to three business days to receive a response to your request. Please note that only accommodation requests will receive a response.
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