Private Wealth Associate (OSAM)

O’Shaughnessy Asset Management (OSAM) is owned by Franklin Templeton, a diversified 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 is a research and money management firm based in Stamford, Connecticut operating autonomously and backed with global, enterprise resources. Their approach to managing money is transparent, logical, and completely disciplined, leading to long‐standing relationships with clients. OSAM is a leading provider of Custom Indexing services via its Canvas® platform which offers financial advisors an unprecedented level of control and ease in creating and managing personalized separately managed accounts (SMAs) that target improved after-tax outcomes.
For more firm information, please visit www.osam.com

The Private Wealth Associate will support OSAM’s business development/client service efforts for the Central 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). The need for this hire is driven by the growth of Canvas®, OSAM’s Custom Indexing platform.

What are the ongoing responsibilities of a Private Wealth Associate?

• 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

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

• 1-2 years related work experience in financial services industry

• Series 65 or ability to obtain within 4 months

• Experience or willingness to learn SQL to meet client requests

• 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:

• Stamford, CT or NYC - proximity to Home Office

• Austin, Texas - proximity to Relationship Director

Compensation Range: 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. 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 $80,000 - $90,000.

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