Canvas National Account Manager
Core
Support growth of large accounts in Retail, RIA, Platforms, and Aggregator channels by managing relationships and promoting the Canvas custom indexing platform.
Role type
National Account Manager (Asset Management)
Builds
Custom Indexing services via Canvas platform for financial advisors and separately managed accounts (SMAs)
Domain
Asset Management / Financial Services
Deliverable
client delivery
Required skills
direct indexing sales, relationship management, project management, problem solving, time management
Preferred skills
existing home office relationships, utility player flexibility
Technologies
Canvas platform
Responsibilities
Provide support to Head of Canvas Distribution and Franklin Templeton National Account Managers; Take ownership of relationship management for specific accounts; Act as an expert resource on Canvas and custom indexing; Collaborate with Client Service, Portfolio Management, Operations, Tech, and Relationship Management teams; Educate and promote CANVAS® throughout National Accounts; Grow the platform by adding new relationships and functionality; Develop and retain Home Office relationships; Manage follow-up communication and execution of client needs.