Business Development Associate (Wealth Management)

Franklin Templeton; Atlanta (GA); On-site; USD 71,000 - 84,000; Full time

Job summary

Franklin Templeton’s fiduciary trust and wealth management team in Atlanta seeks a Business Development Associate to support Wealth Directors in acquiring new business from HNW clients and related institutions. You will help prepare for meetings, coordinate materials with teams, and advance client onboarding and events initiatives.

Ideal candidates have 2-3 years in finance, strong communication, and organizational skills.

Qualifications

• 2-3 years’ experience within the finance industry, preferably in a support capacity.
• Prior client service experience.
• Strong written and verbal communication skills. Experience in writing and responding to RFPs / RFIs a plus.
• Exceptional organizational skills with strong attention to detail.
• Ability to multi-task, prioritize, and manage projects in a fast-paced, deadline-driven environment.
• Team player mentality / collaborative attitude.
• Excellent interpersonal skills and professionalism required.
• Superior telephone etiquette with the ability to communicate directly with clients (HNW Investors) and senior leaders.
• Ability to work out of our Atlanta, GA office four days per week.

Responsibilities

• Partner with Wealth Directors to lead sales meetings, prioritize client, prospect, and COI meetings, pipeline management, and prepare for market sales meetings.
• Assist Wealth Directors with preparing for prospect presentations, capability discussions, and business development meetings; coordinate materials with team members.
• Coordinate follow-up and action items from prospect and COI meetings.
• Research markets, competitors, industries, and prospects to identify opportunities for relationship 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; coordinate a streamlined approach while tracking in collaboration tools and CRM platform.
• Keep team apprised on national events and initiatives.
• Support prospecting efforts through research; AI research experience a plus.
• Build and expand COI network to help with lead generation.
• Provide general team support and prepare various internal company documents.
• Assist with account opening process by partnering with Investment Team and Trust Officers.
• Act as an Events and Sponsorship Liaison to 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.

Skills

Client service

RFPs/RFIs experience

Written communication

Verbal communication

Team collaboration

Multitasking

Job description

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.

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 (BDA) will support their associated Wealth Director(s) and greater team by providing support in the development of new business from potential clients.

Key Responsibilities –

Sales Support and Team Collaboration:

• Partner with Wealth Director(s) to lead sales meetings, prioritize client, prospect, and COI meetings, pipeline management, and prepare for market sales meetings
• Assist Wealth Director(s) with preparing for prospect presentations, capability discussions, and business development meetings. Coordinate materials with team members; collaborate with Presentation Center and Legal as needed
• Coordinate follow-up and action items from prospect and COI meetings
• Research markets, competitors, industries, and prospects to identify opportunities for relationship 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 collaboration tools and CRM platform
• Keep team apprised on national events and initiatives
• Support prospecting efforts through research; AI research experience a plus
• Build and expand COI network to help with lead generation
• Provide general team support and prepare various internal company documents

Client Onboarding And Events/Sponsorship

• Assist with account opening process by partnering with Investment Team and/or Trust Officers
• Act as an Events and Sponsorship Liaison to 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 -

• 2-3 years’ experience within the finance industry, preferably in a support capacity
• Prior client service experience
• Strong written and verbal communication skills. Experience in writing and responding to RFPs / RFIs a plus
• Exceptional organizational skills with strong attention to detail
• Ability to multi-task, prioritize, and manage projects in a fast-paced, deadline-driven environment
• Team player mentality / collaborative attitude
• Excellent interpersonal skills and professionalism required
• Superior telephone etiquette with the ability to communicate directly with clients (HNW Investors) and senior leaders
• Ability to work out of our Atlanta, GA office four days per week

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 $71,400 - $84,000 depending on level of relevant experience, plus discretionary bonus.

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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.

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 [e-mail].