Franklin Templeton · 1 day ago
Relationship Management Associate - Canvas Custom Indexing
Stamford, Connecticut, United States of America
Full-time
Hybrid
Entry Level
$80K/yr - $90K/yr
1+ years expFranklin Templeton is a dynamic firm that spans asset management, wealth management, and fintech. The Private Wealth Associate will support OSAM’s business development/client service efforts, collaborating with various teams to manage relationships with high-end Registered Investment Advisors (RIAs) and facilitate onboarding and servicing of new clients.
Financial ServicesHedge FundsProfessional ServicesWealth Management
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
Qualification
Required
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
Preferred
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
Franklin Templeton
Franklin Templeton is a investment firm that offers mutual funds for individuals and institutions.
5001-10000 employees
Funding
Current Stage
Late StageLeadership Team
Jenny Johnson
President and CEO
Jennifer Johnston
Senior Vice President and Director of Municipal Bond Research
Recent News
2026-02-04
2026-01-22
2026-01-16
Company data provided by crunchbase