Senior Product Specialist (Canvas) – Southeast
Core
Drive sales growth and raise assets for the Southeast division by selling direct indexing and custom indexing solutions to financial advisors.
Role type
Senior Product Specialist (Retail Channel)
Builds
Custom Indexing services via the Canvas platform for separately managed accounts (SMAs)
Domain
Asset Management / Wealth Management
Deliverable
client delivery
Required skills
Asset management distribution, direct indexing expertise, selling to financial advisors, separately managed accounts (SMAs) management
Preferred skills
Advanced technological solutions familiarity, innovation facilitation, main stage presentations, investment process understanding
Technologies
Canvas platform
Responsibilities
Raising assets within territory, partnering with generalist sales teams to sell to Wirehouse/Independent/Bank/Regional advisors, collaborating with Client Service/Portfolio Management/Ops/Tech/Relationship teams
Seniority
Senior, hands-on IC