Wealth Director

Franklin Templeton • New York, NY

1d • Hybrid

About The Position

Fiduciary Trust International is a premier investment and wealth management firm with a commitment to growing and protecting wealth across generations. We offer a dynamic and collaborative approach to managing wealth for high-net-worth and ultra high-net-worth individuals and families, family offices, endowments, foundations, and institutions. Our investment managers, tax and estate planning professionals work together to develop holistic strategies to optimize clients’ portfolios while mitigating the impact of taxes on their wealth. As a fiduciary, the guidance we provide is in the best interests of our clients, without conflict or competing benefits. We offer boutique customization and deep expertise in specialized investment, tax and planning strategies alongside sophisticated technology and custody platforms. Fiduciary Trust International is owned by Franklin Templeton, a dynamic 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. Wealth Director Fiduciary Trust is seeking an experienced Wealth Director, also referred to as a Business Development Officer, who will be aligned with the New York region. Wealth Directors are responsible for securing new business from high-net-worth (HNW) individuals, their families and related institutions. The role primarily focuses on investment management opportunities, but typically also includes trust, estate, tax, family office and related custody opportunities. A large degree of daily discretion is required to meet and interact with prospective clients and their advisors. The Wealth Director should be well versed in a range of investment disciplines and trust and estate topics. Candidates must convey a consultative approach to sales while displaying knowledge to referral source relationships and prospective clients to become worthy of their confidence and trust.

Requirements

• 8-10 years' experience in financial services with experience servicing high net worth (HNW) individuals, families, and their advisors
• Proven sales success servicing HNW individuals
• Experience selling directed trust, estate settlement, and custody a plus
• Experience in marketing traditional and sophisticated financial products
• Knowledge of various asset classes and investment management styles, asset allocation techniques, investment products, family office, OCIO and trust & estate management tools
• Highly motivated and capable of initiating and cultivating new client relationships
• Strong oral and written communication skills for effective technical and interpersonal interaction with clients, intermediaries, and colleagues

Nice To Haves

• CFP designation a plus
• Community engagement (boards/volunteerism) preferred

Responsibilities

• Pursue prospective new business situations with high net worth (HNW) individuals and families
• Lead segment new business strategies for the New York tri-state area, including: Maintaining contact with known referral source relationships and prospective clients
• Maintaining contact with existing clients to identify where additional opportunities may exist for the firm to market its services
• Coordinating presentations of the firm’s capabilities to prospective clients and their advisors (e.g. lawyers, accountants, consultants)
• Contribute to the development and enhancement of prospect presentations and on-going marketing material
• Participate in conferences, seminars, and other gatherings attended by existing and potential referral sources and prospective clients
• Manage new clients from prospecting stage to onboarding

Benefits

• annual discretionary bonus
• 401(k) plan with a generous match
• recognition rewards
• competitive healthcare options
• insurance
• disability benefits
• employee stock investment program
• learning resources
• career development programs
• reimbursement for certain education expenses
• paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays)
• motivational wellbeing program

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed