Wealth Director (Business Development Officer)

Fiduciary Trust International is a premier investment and wealth management firm with a commitment to growing and protecting wealth across generations. We are hiring a Wealth Director (Business Development Officer) to cover the Southern California region, including Los Angeles.

Wealth Directors are responsible for prospecting and 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 discretion is required to meet with prospective clients, their advisors, and COIs.

Candidates should be well versed in a range of investment disciplines and trust and estate topics (T&E). Candidates must convey a consultative approach to sales while displaying knowledge to referral sources and prospective clients to become worthy of their trust.

Key Responsibilities -

• Pursue prospective new business opportunities with HNW individuals and families;
• Lead segment new business strategies for the Los Angeles market;
• Maintain contact with known referral sources, COIs, and prospective clients;
• Coordinate presentations of the firm’s capabilities to prospective clients and their advisors (e.g. lawyers, accountants, consultants);
• Contribute to the development of prospect presentations and ongoing marketing material;
• Participate in the development of new ideas and execution of HNW business development issues with senior management;
• Participate in conferences, seminars, and other events attended by referral sources and prospective clients;
• Manage new clients from prospecting stage to onboarding

Ideal Candidates Will Have -

• 8 years of 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, capable of initiating and cultivating new client relationships
• 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

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 base salary for this position to range between $180K - $225K, depending on level of relevant experience, plus variable compensation / incentives.

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Key words: Sales Director, Business Development, Private Wealth Management, Private Banking, Relationship Manager, Wealth Director, Managing Director, Wealth Advisor, CFP, CTFA, Trust and Estate

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, there’s 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 life’s adventures, taking care of your family members, or making a positive impact in your community, we aim to have them covered.

Click here to 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 accommodations@franklintempleton.com.