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).ResponsibilitiesCollaborate with Director and Specialist to manage business development pipeline of advisor prospectsPlay a key role in all aspects of onboarding and servicing new RIA clients including model building, tax transition, platform training, and account level analytical workCommunicate 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 processPrepare client-focused collateral based on internal and external requestsFacilitate account service and operational requests in a timely mannerMessage complex investment topics in an approachable way oftentimes in presentation formatSkills1-2 years related work experience in financial services industrySeries 65 or ability to obtain within 4 monthsDemonstrated interest in financial markets/investingSelf-starter mindset with a willingness to think outside the box and execute and drive project-based work to completion with attention to detailHigh degree of comfort with technology (Microsoft Office including proficiency in Excel, Asana or other project management tool, CRM)Effective listener, communicator, and presenterWillingness to travel as needed for Conferences or Client MeetingsProgress towards or interest in professional designations including CFA or CFPTax knowledge or accounting background is a plusExperience working with financial advisorsBenefitsDiscretionary bonus401k planHealth insuranceOther perksCompany OverviewFranklin Templeton is a investment firm that offers mutual funds for individuals and institutions. It was founded in 1947, and is headquartered in San Mateo, California, USA, with a workforce of 5001-10000 employees. Its website is http://www.franklintempleton.com.



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