Wealth Development Associate – HNW Clients (Atlanta)

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

Benefits offered by this job

Competitive base salary

Discretionary annual bonus

401(k) match

Healthcare options

Education reimbursement

Paid time off

Job summary

Fiduciary Trust International, part of Franklin Templeton, seeks a Business Development Associate in Atlanta to support Wealth Directors and help drive new business with high-net-worth clients and related institutions.

You will collaborate with sales teams, prepare prospect presentations, coordinate materials, and assist in the RFP/RFI process while expanding COI networks and ensuring a strong client experience.

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 Director(s) to lead sales 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 proposing asset allocation.
• Serve as key stakeholder in the RFP process; coordinate streamlined approach while tracking in collaboration tools and CRM platform.
• Keep team apprised on national events and initiatives.
• Support prospecting efforts through research; AI experience a plus.
• Build and expand COI network to help with lead generation.
• Provide general team support and prepare various internal company documents.

Skills

Written communication

Verbal communication

RFP/RFI experience

Organization

Multi-tasking

Teamwork

Interpersonal skills

Phone etiquette

Job description

Fiduciary Trust International, part of Franklin Templeton, seeks a Business Development Associate in Atlanta to support Wealth Directors and help drive new business with high-net-worth clients and related institutions.

You will collaborate with sales teams, prepare prospect presentations, coordinate materials, and assist in the RFP/RFI process while expanding COI networks and ensuring a strong client experience.