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
Ideal candidates will have:
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.
CFP designation a plus.
Community engagement (boards/volunteerism) preferred.
Learn More: Click below to learn more about Fiduciary Trust International -
Fiduciary Trust International
The Story of Fiduciary Trust International
Benefits
Health insurance401(k)Paid time offEquity / stock optionsPerformance bonusParental leave
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.
Wealth Director
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.
Franklin Templeton · Los Angeles, CA