HNW Business Development Associate

Fiduciary Trust International; Philadelphia (Philadelphia County); Hybrid; USD 72,000 - 85,000; Full time

Benefits offered by this job

Discretionary bonus

401(k) match

Healthcare options

Job summary

Fiduciary Trust International is seeking a Business Development Associate in Radnor, PA to support Senior staff in securing new business from HNW individuals and related institutions. The role includes coordinating meetings, preparing materials, and assisting with account openings while interfacing with Marketing, Legal, and CRM teams.

The ideal candidate has 1-3 years in finance, strong communication skills, and is comfortable working three days a week from the Radnor office.

Qualifications

• 1-3 years’ experience within the finance industry preferred; previous experience in a support role a plus
• Prior client service experience preferred
• Strong written and verbal communication skills. Experience writing and responding to RFPs/RFIs a plus
• Experience maintaining a data repository a plus
• Exceptional organizational skills with strong attention to detail
• 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
• Ability to communicate directly with clients (HNW Investors) and senior managers
• Ability to work out of our Radnor, PA office three days per week (Greater Philadelphia Area)

Responsibilities

• Support Business Development Officers and help lead sales meetings, prioritize client, prospect, and COI meetings, pipeline management, and prepare for market sales meetings
• Coordinate materials with team members; collaborate with Marketing team, the 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, and fee analysis
• Serve as key stakeholder in RFP process; partner with team to coordinate a streamlined approach while tracking in CRM
• Keep team apprised on national events and initiatives
• Provide general team support and prepare internal company documents
• Assist with account opening process
• Act as an Events and Sponsorship Liaison to successfully coordinate office events and client events; partner with Marketing Department

Skills

Finance industry experience

Client service experience

Written communication

RFP/RFI experience

Organizational skills

Multi-tasking

Team player

Client communication with HNW

Job description

Fiduciary Trust International is seeking a Business Development Associate in Radnor, PA to support Senior staff in securing new business from HNW individuals and related institutions. The role includes coordinating meetings, preparing materials, and assisting with account openings while interfacing with Marketing, Legal, and CRM teams.

The ideal candidate has 1-3 years in finance, strong communication skills, and is comfortable working three days a week from the Radnor office.