Wealth Director

Franklin Templeton; New York (NY); On-site; USD 180,000 - 225,000; Full time

Benefits offered by this job

401(k) plan with generous match

Comprehensive healthcare options

Employee stock investment program

Paid time off and parental leave

Job summary

Franklin Templeton is seeking an experienced Wealth Director in New York to develop business with high-net-worth individuals and families. This role focuses on investment management, estate planning, and trust services, requiring strong sales skills and a deep understanding of investment strategies. The position offers a competitive salary ranging from $180,000 to $225,000, along with a comprehensive benefits package including bonus opportunities and health insurance.

Qualifications

• 8–10 years of experience in financial services with focus on high-net-worth individuals.
• Proven sales success in servicing high-net-worth clients.
• Experience with trust, estate settlement, and custody services is a plus.

Responsibilities

• Pursue new business from high-net-worth individuals and families.
• Lead business development strategies for the New York area.
• Manage new clients from prospecting to onboarding.

Skills

Sales success servicing HNW individuals

Oral and written communication skills

Client relationship management

Knowledge of investment management styles

Motivated and capable of new client relationships

Education

8–10 years of experience in financial services

CFP designation

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. 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.

Wealth Director

Fiduciary Trust is seeking an experienced Wealth Director, also referred to as a Business Development Officer, who will be aligned with the New York region. Wealth Directors are responsible for securing new business from high‑net‑worth individuals and their families and related institutions. The role primarily focuses on investment management opportunities, but typically also includes trust, estate, tax, family office and related custody opportunities. A large degree of daily discretion is required to meet and interact with prospective clients and their advisors.

Responsibilities

• Pursue prospective new business situations with high‑net‑worth individuals and families.
• Lead segment new business strategies for the New York tri‑state area, including: maintaining contact with known referral source relationships and prospective clients; maintaining contact with existing clients to identify where additional opportunities may exist for the firm to market its services; coordinating presentations of the firm’s capabilities to prospective clients and their advisors (e.g. lawyers, accountants, consultants).
• Contribute to the development and enhancement of prospect presentations and on‑going marketing material.
• Participate in conferences, seminars, and other gatherings attended by existing and potential referral sources and prospective clients.
• Manage new clients from prospecting stage to onboarding.

Qualifications

• 8–10 years of experience in financial services with experience servicing high‑net‑worth individuals, families, and their advisors.
• Proven sales success servicing HNW individuals.
• Experience selling directed trust, estate settlement, and custody is 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 and capable of initiating and cultivating new client relationships.
• Strong oral and written communication skills for effective technical and interpersonal interaction with clients, intermediaries, and colleagues.
• CFP designation is a plus.
• Community engagement (boards/volunteerism) preferred.

Compensation & Benefits

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. In addition to base compensation, employees are eligible for an annual discretionary bonus, a 401(k) plan with a generous match, and recognition rewards. A comprehensive benefits package is available, which includes competitive healthcare options, insurance, disability benefits, an 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. The base salary for this position is expected to range between $180,000‑$225,000, depending on level of relevant experience, plus incentives.

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, 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.