Relationship Management Associate - Canvas Custom Indexing
U.S. Bankruptcy Court - District of CT, Stamford, CT, United States
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.
Responsibilities
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 often in presentation format
Qualifications
1–2 years related work experience in the 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 or CFP
Tax knowledge or accounting background is a plus
Experience working with financial advisors
Location Options
Hiring locations: Stamford, CT; St. Petersburg, FL; Boston, MA; or Seattle, WA
Hybrid schedule: work onsite 3 days a week
Salary: USD 80,000.00 - 90,000.00 per year. Additional compensation includes discretionary bonus, 401(k) plan, health insurance, and other perks. Compensation is evaluated based on location, job‑related knowledge, skills, and experience.
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, 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 need an accommodation or adjustment due to a medical condition or disability, please send an email to accommodations@franklintempleton.com, including 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.
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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.
Responsibilities
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 often in presentation format
Qualifications
1–2 years related work experience in the 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 or CFP
Tax knowledge or accounting background is a plus
Experience working with financial advisors
Location Options
Hiring locations: Stamford, CT; St. Petersburg, FL; Boston, MA; or Seattle, WA
Hybrid schedule: work onsite 3 days a week
Salary: USD 80,000.00 - 90,000.00 per year. Additional compensation includes discretionary bonus, 401(k) plan, health insurance, and other perks. Compensation is evaluated based on location, job‑related knowledge, skills, and experience.
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, 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 need an accommodation or adjustment due to a medical condition or disability, please send an email to accommodations@franklintempleton.com, including 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.
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