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CANVAS Direct Indexing Sales Specialist

Job in San Mateo, San Mateo County, California, 94409, USA
Listing for: Franklin Templeton
Full Time position
Listed on 2026-01-11
Job specializations:
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 105000 - 145000 USD Yearly USD 105000.00 145000.00 YEAR
Job Description & How to Apply Below
A leading investment management firm in California is seeking a Product Specialist to drive sales growth within the West Division. The role requires expertise in direct indexing, providing support to senior team members, and developing relationships with financial advisors. Candidates should have 3-5 years of related experience, excellent communication skills, and a strong focus on client satisfaction. The position offers a salary range of $105,000 - $145,000 plus bonuses.
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