Head of Envestnet Retail Channel Canvas Custom Indexing

OShaughnessy 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 youll get exposed to different cultures people and business development happening around the world.

OShaughnessy 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 longstanding 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.

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What is the Head of Retail Envestnet Sales responsible for

The primary role of the Head of Envestnet Sales is sales growth within the broker-dealer Envestnet channel. This is achieved by :

Working with Franklin Templetons Envestnet National Accounts team to earn Canvas platform placement at broker-dealers utilizing the Envestnet platform

Partnering with the Franklin Templeton generalist sales team that sell to advisors using the Envestnet platform to generate Canvas sales

Being an expert on direct indexing and custom indexing

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

What are the ongoing responsibilities of the Head of Envestnet Sales

The key measurement of success is raising Canvas assets within the broker-dealer Envestnet addition the individual will be evaluated on their subject matter expertise and ability to work collaboratively across the OSAM and Franklin Templeton organizations.

What ideal qualifications skills and experience would help someone to be successful

Demonstrated success selling to financial advisors

Excellent communicator including comfort with main stage presentations

Deep understanding of direct and custom indexing and the competitive landscape

Comfortable working with and explaining advanced technological solutions

Passion for collaborating with financial advisors and working to improve their businesses

Keen curiosity and ability to understand details of investment processes and practices

Experience with SMAs

Experience with Envestnet

Effective facilitator of innovation

Ability to work independently and collaboratively with a team.

Preferred major city location with easy access to a large airport

Travel expectations of 25-50%

Franklin Templeton offers employees a competitive and valuable range of total rewardsmonetary and non-monetarydesigned 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 $141000 - $192000.

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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 theres 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 lifes adventures taking care of your family members or making a positive impact in your community we aim to have them covered.

Learn more about the wide range of benefits we offer at Franklin Templeton

• 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 . 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.

Required Experience :

Director

Key Skills

ASP.NET,Corporate Sales,Creative Production,ABAP,Field Sales,Jni

Employment Type : Full-Time

Experience : years

Vacancy : 1

Monthly Salary Salary : 141000 - 192000