Marketing Operations Manager

O'Shaughnessy Asset Management (OSAM) is owned by Franklin Templeton, a diversified firm that spans asset management, wealth management, and fintech, giving us many ways to help investors make progress 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 is a research and money management firm based in Stamford, Connecticut operating autonomously and backed with global, enterprise resources. Their approach to managing money is transparent, logical, and completely disciplined, leading to long‐standing relationships with clients. OSAM is a leading provider of Custom Indexing services via its Canvas platform which offers financial advisors an unprecedented level of control and ease in creating and managing personalized separately managed accounts (SMAs) that target improved after-tax outcomes.

For more firm information, please visit www.osam.com

Marketing Operations Manager

O'Shaughnessy Asset Management (OSAM) is a research and money management firm based in Stamford, CT. On December 31, 2021, OSAM was acquired by Franklin Templeton. The firm manages approximately $10.8 billion in assets for institutions and financial advisors. Our approach to managing money is transparent, logical, and completely disciplined, leading to long‐standing relationships with our clients. We are a leading provider of Custom Indexing services via Canvas. Canvas is a platform offering financial advisors an unprecedented level of control and ease in creating and managing client portfolios in separately managed accounts (SMAs). Advisors can set up custom investment templates, access factor investing strategies, utilize passive strategies, actively manage taxes, and apply ESG investing and SRI screens according to the specific needs, preferences, and objectives of individual clients.

O'Shaughnessy Asset Management (OSAM) is seeking an experienced leader to further scale its high growth Custom Indexing platform, Canvas. The Marketing Operations Manager will play a vital role in designing, implementing, and managing process to build scale and drive efficiencies for the marketing and business development teams. This position will work collaboratively with business development, product, operations, technology, and performance, and requires strong knowledge in process implementation and project management expertise to assist in the development of industry-leading marketing programs.

What are the ongoing responsibilities of a Marketing Operations Manager?

• Design, implement, and manage marketing systems and processes that drive high volume, high velocity output with quality control.

• Create and deploy process to collect, manage, and prioritize requests inclusive of time tracking awareness to ensure output and resource allocation is in line with strategic priorities.

• Architect resource and slide libraries with systematized update and review cadences for seamless creation of client-specific materials.

• Work closely with product marketers, creative services, and compliance to adhere to timelines, brand guidelines, and process.

• Develop SLAs to manage expectations and deliver exceptional service to the business.

• Provide regular internal stakeholder updates.

• Work collaboratively with team leaders to address and resolve operational concerns.

• Remain current with industry evolution, competitive landscape, and compliance and regulatory rules.

What ideal qualifications, skills and experience would help someone to be successful?

Measures of Success:

The primary measure of success is showing an ability to establish process, drive adoption, and propel the business forward through improved quality control and reduced manual and ad-hoc processes.

Key Skill Sets:

• Excellent communicator with an ability to manage "up and down" and maintain culture of accountability

• Expertise in project management and systems architecture

• Strong track record in solving problems to unlock increased productivity and growth

• Adaptable and comfortable prioritizing work with competing interests

• Creative instincts with desire to try new things inclusive of new technologies

• Growth and quantitatively driven

• Ability to work quickly and work on multiple initiatives in parallel

Ideal Candidates Will Have:

• 5+ years' experience in project management, marketing, or similar field. Educational and professional designations a plus.

• Deep understanding of financial markets, vehicles, and industry.

• Knowledge of regulatory and industry rules, guidelines, and standards (SEC, FINRA, GIPSÒ).

• Expertise with Microsoft Office applications and additive experience with other project management programs.

Location:

Hybrid work schedule out of Stamford, CT or New York City for proximity to OSAM headquarters/office locations.

Compensation Range: Franklin Templeton offers employees a competitive and valuable range of total rewards-monetary and non-monetary-designed to support the whole person and to recognize their time, talents, and results. Along with base 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 decisions including but not limited to location, job-related knowledge, skills, and experience. At Franklin Templeton, we apply a total reward philosophy where all aspects of compensation and benefits are taken into consideration in determining compensation. We expect the salary for this position to range between $115,000 - 135,000.

#LI-Hybrid

Experience our welcoming culture and reach your professional and personal potential!

Our culture is shaped by our diverse global workforce and strongly held core values. Regardless of your interests, lifestyle, or background, there's a place for you at Franklin Templeton. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life.

By joining us, you will become part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. We understand that benefits are at the core of employee well-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 positive impact in your community, we aim to have them covered.

Learn more about the wide range of benefits we offer at Franklin Templeton

• Most benefits vary by location. Ask your recruiter about benefits in your country.

Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and existing employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation.

Franklin Templeton is committed to fostering a diverse and inclusive environment. If you believe that you need an accommodation to search for or apply for one of our positions, please send an email to accommodations@franklintempleton.com. In your email, please include the accommodation you are requesting, the job title, and the job number 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.