Fiduciary Trust International · 3 months ago
Wealth Director (Business Development Officer)
New York, NY
Full-time
Onsite
Senior Level, Lead/Staff
$180K/yr - $225K/yr
8+ years expFiduciary Trust International is a premier investment and wealth management firm committed to growing and protecting wealth across generations. They are seeking an experienced Wealth Director, also known as a Business Development Officer, who will focus on securing new business from high-net-worth individuals and families, primarily in investment management opportunities, while also addressing trust, estate, tax, and family office needs.
AssociationFinancial Services
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
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
Preferred
CFP designation a plus
Community engagement (boards/volunteerism) preferred
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
Company
Fiduciary Trust International
Fiduciary Trust Company International has served as a trusted wealth advisor for individuals, families, endowments and foundations. It is a sub-organization of Franklin Templeton.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Wayne Sprague
Executive Vice President
John Dowd
Chairman of the Board
Recent News
Institutional Investor
2025-11-20
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