O’Shaughnessy Asset Management (OSAM) is seeking a Relationship Management Associate to support business development and client service efforts for their Custom Indexing platform, CANVAS®. The ideal candidate will possess a background in financial services, strong communication skills, and a self-starter mindset
Job Summary
The Private Wealth Associate will support OSAM’s business development/client service efforts for the Western US and will primarily collaborate with the business development, operations, and investment teams on sales enablement, onboarding, and maintaining relationships with high-end Registered Investment Advisors (RIAs).
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.
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.
Matching Summary
Match Score: 85
O’Shaughnessy Asset Management (OSAM) is seeking a Relationship Management Associate to support business development and client service efforts for their Custom Indexing platform, CANVAS®. The ideal candidate will possess a background in financial services, strong communication skills, and a self-starter mindset.
Salary
Base: $80,000 - $90,000; Bonus/Equity: Discretionary bonus; Benefits: Health insurance, 401k plan