Senior Relationship Manager

Responsibilities

• Proficiency in the following Wealth Management Subjects -
• Client Education and Mentoring:
• Works with clients to identify goals and objectives, including income needs, transfer of wealth, retirement planning etc.
• Engages with Portfolio Managers on measuring corresponding family risks.
• Coordinates and facilitates family meetings, understands family dynamics and works across multi generations.
• Life Stage Planning:
• Coordinate gift and estate planning strategies with all advisors
• Provide advice for philanthropic planning and implementation of charitable strategies, and provide advice for retirement planning
• Liquidity Analysis:
• Budgeting and cash flow management
• Capital gains / losses figures and carryover implications
• Preparation of a balance sheet, including outside assets
• Create lifestyle analysis, ad-hoc analysis as requested
• Tax Planning:
• Coordination with Tax Accountants / Consultants. Coordinate and discuss annual gifting to individuals and charities. Develop strategies to maximize after tax returns.
• Estate Planning: Work with Trust Professionals to -
• Prepare and discuss benefits of GRAT's, QPRT's, CLUT's and CRUT's. Prepare and discuss estate flow charts
• Investment Management:
• Collaborate with Portfolio Manager to ensure proper client asset allocation. Plan exit strategy for concentrated positions
• Insurance Review:
• Partner with Insurance experts to review client's needs

Requirements

• 10+ years' experience in a Relationship Management role; must have client facing experience within the financial services industry
• CFP or CTFA preferred
• Trust Administration knowledge required
• Tax background optional (and helpful)
• Additional qualifications:
• Proven ability to manage large and complex accounts independently, with limited oversight
• Trust Administration background and knowledge preferred; ability to review and interpret trust language
• Detail-oriented with the ability to multi-task and meet deadlines
• Excellent interpersonal skills with the ability to interact with clients and build new client relationships
• Strong analytical skills with the ability to think strategically as it relates to client and team needs
• Ability to practice good judgment while making important client and business decisions
• Ability to network and represent the company at professional and business functions
• Strong team-player orientation
• Ability to travel to various FTI offices and client locations
• Learn More: Click below to learn more about Fiduciary Trust -
• Fiduciary Trust International
• The Story of Fiduciary Trust International

Benefits

Additional Information

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. Senior Relationship Manager Fiduciary Trust International is hiring a Senior Relationship Manager to join our New York relationship management team. You will serve as one of the clients' main points of contact and have responsibility to ensure client satisfaction.

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