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 is owned by Franklin Templeton, a forward-thinking asset manager that has built its success through powerful partnerships. We leverage cutting-edge strategies and deep insights to unlock opportunities for long-term wealth creation. Our talented, global teams bring expertise that is both broad and unique.
Business Development Associate
Fiduciary Trust International’s Business Development department is responsible for securing new business from high-net-worth (HNW) individuals, their families, and related institutions. The
Business Development Associate supports their associated Wealth Director (Business Development Officer) by providing support in the development of new business from potential clients. Come join our team in Radnor, PA (Greater Philadelphia Area) and help us grow!
Key Responsibilities –
Sales Support and Team Collaboration:
- Partner with Wealth Director (Business Development Officer) to lead sales meetings, prioritize client, prospect, and COI meetings, pipeline management, and prepare for market sales meetings
- Coordinate follow-up and action items from prospect meetings
- Assist Wealth Director with preparing for prospect presentations and capability discussions
- Coordinate materials with team members; collaborate with Presentation Center and Legal
- Research markets, competitors, industries, and prospects to identify opportunities for growth and new client acquisition
- Partner with team to ensure efficient client experience with respect to opening new accounts, cash flow analysis, fee analysis, and defining proposed asset allocation
- Serve as key stakeholder in RFP process; partner with team to coordinate a streamlined approach while tracking in CRM platform
- Keep team apprised on national events and initiatives
- Support prospecting efforts through research
- Build and expand COI network to help with lead generation and prospecting efforts
- Provide general team support and prepare internal company documents
Client Onboarding And Events/Sponsorship
- Assist with account opening process by partnering with internal teams
- Act as an Events and Sponsorship Liaison to successfully coordinate and implement office events, including client, prospect, and COI events
- Coordinate amongst teams on office events and sponsorship approval process, while consolidating event lists and tracking ROI / follow up
Ideal Qualifications & Experience -
Ideal candidates will have:
- 2-3 years’ experience within the finance industry, preferably in a support capacity
- Prior client service experience preferred
- Strong communication written and verbal communication skills. Experience in writing and responding to RFPs/RFIs a plus
- Experience maintaining a data repository a plus
- Exceptional organizational skills with strong attention to detail required
- Ability to multi-task, prioritize, and manage projects consistently with prompt follow through in a fast-paced deadline-driven environment
- Team player mentality with a collaborative attitude
- Excellent telephone etiquette with the ability to communicate directly with clients (HNW Investors) and senior managers
- Proficient with MS Office; experience using MS Teams a plus
- Ability to work out of our Radnor, PA office three days per week (Greater Philadelphia Area)
Learn More: Click below link to learn more about Fiduciary Trust International –
- The Story of Fiduciary Trust International
Compensation: Franklin Templeton offers employees a competitive and valuable range of total rewards—monetary and non-monetary — designed to support their well-being and recognize their time, talents, and results. Along with base compensation, employees are eligible for an annual discretionary bonus, a 401(k) plan with a generous match, and recognition rewards. We also offer a comprehensive benefits package, which includes a range of competitive healthcare options, insurance, and 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) and a motivational wellbeing program. We expect the annual salary for this position to range between $72,000 - $85,000 depending on level of relevant experience, plus discretionary bonus.
#Hybrid
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.
Artificial intelligence or automated tools may be used to assist in the screening, assessment, or selection of applicants for this position.
