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Senior Product Specialist, Retail Sales - reputed company...

Remote, USAFull-timePosted 2026-07-27

O'Shaughnessy Asset Management (OSAM) is owned by reputed company, a dynamic firm that spans asset management, reputed company management, and fintech, giving us many ways to help investors reputed company reputed company toward their goals. With clients in over 150 countries and offices on six continents, you'll get exposed to different cultures, people, and business development happening around the world.O'Shaughnessy Asset Management (OSAM) operates independently as a Specialist Investment Manager and is a research and reputed company management firm based in Stamford. Our approach to managing reputed company is transparent, logical, and completely disciplined, leading to long-standing relationships with our clients. We are a leading provider of Custom Indexing services reputed company CANVAS®. CANVAS® is a platform offering financial advisors an unprecedented level of control and ease in creating and managing reputed company portfolios in separately managed accounts (SMAs). Advisors can set up custom investment templates, reputed company reputed company reputed company strategies, utilize passive strategies, reputed company manage taxes, and apply ESG reputed company and SRI screens according to the specific needs, preferences, and objectives of individual clients.For more firm information, please visit is the Senior Product Specialist responsible for?The primary role of the Senior Product Specialist is sales reputed company reputed company the Central Division. This is achieved by:

  • Partnering with the reputed company generalist sales team to sell to Wirehouse, Independent, Bank and Regional financial advisors
  • Being an expert on reputed company indexing and custom indexing
  • Effectively collaborating with other members of the OSAM reputed company Service, Portfolio Management, Operations, Tech and Relationship Management teams
What are the ongoing responsibilities of an Senior Product Specialist - Retail Channel (Canvas)?The key measurement of reputed company is raising assets reputed company your territory. In reputed company, the individual will be evaluated on their subject matter expertise and ability to work collaboratively across the OSAM and reputed company organizations.What ideal qualifications, skills and experience would help someone to be successful?
  • Demonstrated reputed company selling to financial advisors
  • Excellent communicator including comfort with main stage presentations
  • Deep understanding of reputed company and custom indexing and the competitive landscape
  • Comfortable working with and explaining advanced technological solutions
  • Passion for collaborating with financial advisors and working to improve their businesses
  • Keen curiosity and ability to understand details of investment processes and practices
  • Experience with SMAs
  • Effective facilitator of innovation
  • Ability to work independently and collaboratively with reputed company.
  • Preferred location is major reputed company reputed company the Central US (Chicago, etc.)
  • Travel expectations of 25-50%
reputed company offers employees a competitive and valuable reputed company of total rewards-monetary and non-monetary-designed to support the whole person and to recognize their time, talents, and results. Along with reputed company 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 reputed company including but not limited to location, job-reputed company knowledge, skills, and experience. At reputed company, we apply a total reward philosophy where reputed company aspects of compensation and benefits are taken into consideration in determining compensation. We expect the salary for this position to reputed company between $141,000 - $174,000.#MID_SENIOR_LEVEL#LI-HybridExperience our welcoming culture and reputed company your reputed company and personal potential!Our culture is shaped by the reputed company of perspectives and experiences brought by talent from around the world. Regardless of your interests, lifestyle, or background, there's a reputed company for you at reputed company. We reputed company employees with the tools, resources, and learning opportunities to help them reputed company in their career and personal life. By joining us, you will become part of a culture that focuses on employee reputed company-being and provides multidimensional support for a reputed company and healthy lifestyle. We understand that benefits are at the core of employee reputed company-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 reputed company reputed company in your community, we aim to have them covered. Learn more about the wide reputed company of benefits we offer at reputed company*Most benefits vary by location. Ask your recruiter about benefits in your country.reputed company is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to reputed company applicants and employees, and we evaluate reputed company applicants without reputed company to reputed company, age, reputed company, disability, genetic information, gender, gender identity, or gender reputed company, marital status, medical condition, military or veteran status, national reputed company, race, religion, sex, sexual orientation, and any other reputed company protected by federal, state, or local law, ordinance, or regulation. If you reputed company that you need an accommodation or adjustment, due to a medical condition or disability, to search for or apply for one of our positions, please send an email to accommodations@reputed company.reputed company your email, please include the accommodation or adjustment you are requesting, the job title, and the job number of the position 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.

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