Private Wealth Marketer

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O'Shaughnessy Asset Management (OSAM) is a research and money management firm based in Stamford, CT. On December 31, 2021, OSAM was acquired by Franklin Templeton.

The firm manages approximately $10.8 billion in assets for institutions and financial advisors. Our approach to managing money is transparent, logical, and completely disciplined, leading to long-standing relationships with our clients.

We are a leading provider of Custom Indexing services via Canvas®. Canvas is a platform offering financial advisors an unprecedented level of control and ease in creating and managing client portfolios in separately managed accounts (SMAs).

Advisors can set up custom investment templates, access factor investing strategies, utilize passive strategies, actively manage taxes, and apply ESG investing and SRI screens according to the specific needs, preferences, and objectives of individual clients.

O'Shaughnessy Asset Management (OSAM) is seeking an experienced and creative leader to further scale its high growth Custom Indexing platform, Canvas.

The Product Marketer will play a vital role in the ongoing development and maintenance of strategy, execution, and distribution, of OSAM and Franklin Templeton's marketing efforts in the private wealth advisor marketplace focused on RIAs, private banks, and bank trusts.

This position will work collaboratively with business development, product, operations, and creative services and requires strong knowledge of the investment industry and financial markets, excellent storytelling and creative skill, and project management expertise to assist in the development of industry-leading marketing programs.

What are the ongoing responsibilities of a Private Wealth Product Marketer?

• Create marketing strategy, programs, and content for the US private wealth channel, in consultation with marketing and business leadership.
• Liaise with key internal partners to obtain in-depth expertise of client needs, business insight, and market trends.
• Work with internal development and distribution partners to distribute content based on agreed cadence and calendar to augment business development and brand awareness.
• Promote and educate on new Canvas capabilities to existing clients and broader market.
• Evolve messaging and work collaboratively across business to ensure consistency and repeatability of messaging.
• Establish process for goal setting and ongoing measurement of programs and initiatives.
• Create and / or support the development of client-specific content.
• Remain current with industry evolution, competitive landscape, and compliance and regulatory rules.

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

Measures of Success :

The primary measure of success is showing an ability to establish a plan, execute according to timeline, and objectively understand the success or lack of success in driving asset and brand growth.

Key Skill Sets :

• Excellent communicator with a proven ability to write compelling content
• Strong project management track record with an ability to hold others accountable
• Expertise in digital marketing programs and channels
• Creative instincts
• Growth and quantitatively driven
• Ability to ship quickly and work on multiple initiatives in parallel

Ideal Candidates Will Have :

• Bachelor's degree, preferably with a major in economics, business, marketing, or psychology. MBA or other educational and professional designations a plus.
• 7+ years' experience in investment product, marketing, or communication role.
• Deep understanding of financial markets, vehicles, and industry.
• Expertise with Microsoft Office applications and experience with other project management and design applications.
• Knowledge of regulatory and industry rules, guidelines, and standards (SEC, FINRA, GIPS).

Location :

Hybrid work schedule out of Stamford, CT or New York City for proximity to OSAM headquarters / office locations.

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 $120,000 - 140,000.

LI-Hybrid

MID SENIOR LEVEL

Experience our welcoming culture and reach your professional and personal potential!

Our culture is shaped by our diverse global workforce and strongly held core values. Regardless of your interests, lifestyle, or background, there's a place for you at Franklin Templeton.

We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life.

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By joining us, you will become part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle.

We understand that benefits are at the core of employee well-being and may vary depending on individual needs. Whether you need support for maintaining your physical and mental health, saving for life's adventures, taking care of your family members, or making a positive impact in your community, we aim to have your needs covered.

Learn more about the wide range of benefits we offer at Franklin Templeton.

Highlights of our benefits include :

• Three weeks paid time off the first year
• Medical, dental and vision insurance
• 401(k) Retirement Plan with 85% company match on your pre-tax and / or Roth contributions, up to the IRS limits
• Employee Stock Investment Program
• Tuition Assistance Program
• Purchase of company funds with no sales charge
• Onsite fitness center and recreation center*
• Onsite cafeteria*
• Only applicable at certain locations

Learn more about the wide range of benefits we offer at Franklin Templeton

Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and existing employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation.

Franklin Templeton is committed to fostering a diverse and inclusive environment. If you believe that you need an accommodation to search for or apply for one of our positions, please send an email to redacted .

In your email, please include the accommodation you are requesting, the job title, and the job number you are applying for.

It may take up to three business days to receive a response to your request. Please note that only accommodation requests will receive a response.