Relationship Management Associate - Canvas Custom Indexing

Franklin Templeton Stamford, Connecticut, United States of America hybrid

full-time

80000 - 90000 USD

Posted on 10 February 2026

Overview

Provide onboarding, servicing, and relationship support for RIAs using OSAM’s CANVAS® Custom Indexing platform, working cross-functionally to drive client success and business growth.

Requirements

• Proficiency in Microsoft Office with strong Excel skills • Experience with CRM and project management tools (Asana or similar) • Ability to build and analyze portfolio models and support tax transition work • Clear written and verbal communication, with presentation capability • Comfortable with technology and learning new platforms (CANVAS® experience a plus) • Interest in financial markets and investment products