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Franklin Templeton · 5 months ago

Wealth Director (Business Development Officer) – Wealth Management

New York, New York, United States of America

Full-time

Hybrid

Senior Level, Lead/Staff

$180K/yr - $225K/yr

8+ years exp

Fiduciary Trust International, owned by Franklin Templeton, is a premier investment and wealth management firm committed to growing and protecting wealth across generations. They are seeking an experienced Wealth Director to secure new business from high-net-worth individuals and families, focusing on investment management opportunities and related services.

Financial ServicesHedge FundsProfessional ServicesWealth Management

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

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

Qualification

Financial services experienceSales success with HNWInvestment management knowledgeCFP designationTrustEstate managementCommunity engagementCommunication skillsSelf-starter

Required

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 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

Bachelor's Degree required; advanced degree preferred