Wealth Director

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. Unlike other firms 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 always 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 youll get exposed to different cultures people and business development happening around the world.

Fiduciary Trust is seeking an experienced Wealth Director also referred to as a Business Development Officer.

Wealth Directors are responsible for securing new business from high-net-worth (HNW) individuals their families and related institutions. The role 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 interact with prospective clients and their advisors.

Wealth Directors 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.

Key Responsibilities :

Pursue prospective new business situations with high net worth (HNW) individuals and families;

Lead segment new business strategies for the Washington DC / Virgina market and surrounding area (the DMV);

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 firms 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

Ideal Qualifications :

8-10 years experience in financial services with experience servicing high net worth (HNW) individuals families and their advisors

Bachelors degree required

JD CFA and / or CFP designations a plus

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

Community engagement (boards / volunteerism) preferred

Learn More : Click below links to learn more about Fiduciary Trust International

• Fiduciary Trust International LinkedIn Company Page
• The Story of Fiduciary Trust International

Franklin Templeton offers employees a competitive and valuable range of total rewardsmonetary and non-monetary designed to supporttheir well-being and recognize their time talents and with base compensation employees are eligible for an annual discretionary bonus a401(k) plan with a generous match and recognition rewards. We also offer a comprehensive benefits package which includes a range of competitive healthcare optionsinsurance and disability benefits employee stock investment program learning resources career development programs reimbursement forcertain educationexpenses paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays) and a motivational wellbeing program. We expect the base salary for this position to range between $180K - $225K depending on level of relevant experience plus incentives.

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Experience our welcoming culture and reach your professional and personal potential!

Our culture is shaped by the variety of perspectives and experiences brought by talent from around the world. Regardless of your interests lifestyle or background theres a place for you at Franklin Templeton. We provide employees with the tools resources and learning opportunities to help them excel in their career and personal life.

By joining us you will become part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. We understand that benefits are at the core of employee well-being and may vary depending on individual needs. Whether you need support for maintaining your physical and mental health saving for lifes adventures taking care of your family members or making a positive impact in your community we aim to have them covered.

Learn more about the wide range of benefits we offer at Franklin Templeton

Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and employees and we evaluate qualified applicants without regard to ancestry age color disability genetic information gender gender identity or gender expression marital status medical condition military or veteran status national origin race religion sex sexual orientation and any other basis protected by federal state or local law ordinance or regulation.

If you believe that you need an accommodation or adjustment due to a medical condition or disability to search for or apply for one of our positions please send an email to . In your email please include the accommodation or adjustment you are requesting the job title and the job number of the position you are applying for. It may take up to three business days to receive a response to your request. Please note that only accommodation requests will receive a response.

Required Experience :

Director

Key Skills

Business Development,Estate Law,Sales Experience,Trusts,Wealth Management,Financial Services,Organizational skills,Investment Experience,Banking,Securities Law,Financial Planning,Wills

Employment Type : Full-Time

Experience : years

Vacancy : 1

Monthly Salary Salary : 180 - 225