Relationship Management Associate - Canvas Custom Indexing

Franklin Templeton

Stamford, CT, US
Base: $80,000 - $90,000; bonus/equity: discretiona...
Hybrid
Financial services industry experience
Custom indexing platform canvas®
Sales enablement and onboarding
The Private Wealth Associate will support OSAM’s business development/client service efforts for the Western US, collaborating with business development, operations, and investment teams

Job Summary

  • The Private Wealth Associate will support OSAM’s business development/client service efforts for the Western US, collaborating with business development, operations, and investment teams.
  • Key responsibilities include managing the business development pipeline, onboarding new RIA clients, and communicating best practices for Canvas implementation.
  • Franklin Templeton offers a competitive and valuable range of total rewards, including base compensation, discretionary bonus, 401k, and health insurance.

Matching Summary

The Private Wealth Associate will support OSAM’s business development/client service efforts for the Western US, collaborating with business development, operations, and investment teams.

Salary

Base: $80,000 - $90,000; Bonus/Equity: discretionary bonus; Benefits: health insurance, 401k plan, and other perks

Skills & Requirements

Must-have

  • Financial services industry experience
  • Custom Indexing platform CANVAS®
  • Sales enablement and onboarding
  • Client-focused collateral preparation
  • Technology proficiency (Excel, CRM)

Nice-to-have

  • Self-starter with outside-the-box thinking
  • Attention to detail and project execution
  • Effective listener, communicator, presenter
  • Interest in professional designations (CFA, CFP)
  • Tax knowledge or accounting background

Key Requirements

  • 1-2 years related work experience
  • Series 65 or ability to obtain within 4 months
  • Willingness to travel as needed

Work Rights

Not specified

Tailored Resume

Cover Letter