Wealth Director (Business Development Officer)
About The Position
Fiduciary Trust International is hiring an experienced Wealth Director (Business Development Officer) to cover the Southern California region, including Los Angeles. Wealth Directors are responsible for securing new business from high-net-worth individuals, families, and related institutions. The role primarily focuses on investment management opportunities, but also includes trust, estate, tax, family office, and related custody opportunities. A large degree of daily discretion and latitude 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 individuals, families, and their advisors.
- Proven sales success servicing HNW individuals and institutions.
- 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 self-starter 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 individuals and families;
- Lead segment new business strategies for the Los Angeles market;
- Maintain active contact with known referral source relationships and prospective clients;
- Maintain contact with existing clients to identify where additional opportunities may exist for the firm to market its services;
- Coordinate 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 the development of new ideas, planning and execution of HNW business development issues with senior management;
- 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
- comprehensive benefits package
- range of 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
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
