Relationship Management Associate - Canvas Custom Indexing

Franklin Templeton is a dynamic firm that spans asset management, wealth management, and fintech. The Private Wealth Associate will support business development and client service efforts, collaborating with various teams to onboard and maintain relationships with high-end Registered Investment Advisors (RIAs).

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 oftentimes in presentation format

Skills

• 1-2 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
• Progress towards or interest in professional designations including CFA or CFP
• Tax knowledge or accounting background is a plus
• Experience working with financial advisors

Benefits

• Discretionary bonus
• 401k plan
• Health insurance
• Other perks

Company Overview