Senior Product Specialist (Canvas) – Southeast (Fintech)

Location: Virtual role based preferably in a major city in the Southeast United States; 50–75% travel expected.

Salary: $160,000–$200,000 annually, plus discretionary bonus.

Company

hirify.global is a global asset manager, with O’Shaughnessy Asset Management providing research, money management, and custom indexing services through the Canvas platform.

What you will do

• Drive sales growth and raise assets across the Southeast territory.
• Partner with the hirify.global generalist sales team to sell Canvas to wirehouse, independent, bank, and regional financial advisors.
• Provide subject-matter expertise in direct indexing and custom indexing.
• Explain Canvas’s technology and portfolio customization capabilities to financial advisors.
• Collaborate with client service, portfolio management, operations, technology, and relationship management teams.

Requirements

• 10+ years of asset management distribution or specialist experience.
• 3+ years of direct indexing experience and a deep understanding of the competitive landscape.
• Demonstrated success selling to financial advisors.
• Experience with separately managed accounts.
• Strong communication skills, including comfort with main-stage presentations.
• Ability to work independently and collaboratively, with frequent travel of 50–75%.

Culture & Benefits

• Virtual work arrangement with collaboration across OSAM and hirify.global.
• Exposure to global teams, clients in more than 150 countries, and offices on six continents.
• Competitive base compensation and discretionary bonus.
• 401(k) plan, health insurance, and other employee benefits.