Wealth Director — HNW Client Growth & Advisory

Franklin Templeton; Pasadena (CA); On-site; USD 180,000 - 225,000; Full time

Benefits offered by this job

Annual discretionary bonus

401(k) match

Comprehensive benefits

Job summary

Fiduciary Trust International is seeking an experienced Wealth Director (Business Development Officer) to cover Southern California, including Los Angeles. You will secure new business from high-net-worth individuals, families, and related institutions, with a focus on investment management opportunities and related trust and estate services.

The role requires consultative sales with a broad knowledge of asset classes, OCIO tools, and family office services.

Qualifications

• 8–10 years' 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.

Responsibilities

• Pursue prospective new business situations with high-net-worth individuals and families.
• Lead segment new business strategies for the Los Angeles market.
• Maintain active contact with known referral source relationships and prospective clients.
• Maintain contact with existing clients to identify where additional opportunities may exist for the firm to market its services.
• Coordinate 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 the development of new ideas, planning and execution of HNW business development issues with senior management.
• 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

Skills

Financial services experience

High net worth sales

Communication skills

CFP designation

Education

CFP designation

Job description

Fiduciary Trust International is seeking an experienced Wealth Director (Business Development Officer) to cover Southern California, including Los Angeles. You will secure new business from high-net-worth individuals, families, and related institutions, with a focus on investment management opportunities and related trust and estate services.

The role requires consultative sales with a broad knowledge of asset classes, OCIO tools, and family office services.