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CANVAS Direct Indexing Sales Specialist

Job in San Ramon, Contra Costa County, California, 94583, USA
Listing for: F1216 O'Shaughnessy Asset Mgt, LLC
Full Time position
Listed on 2026-01-25
Job specializations:
  • Sales
Job Description & How to Apply Below
A prominent investment firm seeks a Product Specialist based in San Ramon, CA, to support the Senior Product Specialist in growing sales across various channels. The ideal candidate will have 3-5 years of experience in direct indexing sales with strong communication skills. Responsibilities include educating teams on CANVAS® and developing relationships with financial advisors. This role demands a proactive approach, strong time management, and problem-solving abilities in a fast-paced environment.
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