Wealth Director — HNW Growth & Client Partnerships (LA)

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

Benefits offered by this job

Annual discretionary bonus

401(k) plan with generous match

Healthcare options

Job summary

Franklin Templeton is hiring an experienced Wealth Director to cover the Southern California region, including Los Angeles. Wealth Directors are responsible for securing new business from high-net-worth individuals, families, and related institutions.

The role focuses on investment management opportunities, with trust, estate, tax, family office, and custody opportunities. The Wealth Director should convey a consultative sales approach and foster referrals while demonstrating knowledge to

Qualifications

• 8-10 years' experience in financial services 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.
• Experience in marketing traditional and sophisticated financial products.
• Knowledge of asset classes and investment management styles, OCIO and trust & estate tools.
• Strong oral and written communication skills for client and advisor interactions.
• CFP designation a plus.
• Community engagement (boards/volunteerism) preferred.

Responsibilities

• Pursue prospective new business 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 opportunities for the firm.
• Coordinate presentations of the firm’s capabilities to prospective clients and their advisors.
• Contribute to development and enhancement of prospect presentations and marketing material.
• Participate in development of new ideas and planning for HNW business development with senior management.
• Participate in conferences, seminars and gatherings attended by prospects and clients.
• Manage new clients from prospecting stage to onboarding.

Skills

HNW sales

Relationship building

Communication skills

Industry knowledge

CFP designation

Job description

Franklin Templeton is hiring an experienced Wealth Director to cover the Southern California region, including Los Angeles. Wealth Directors are responsible for securing new business from high-net-worth individuals, families, and related institutions.

The role focuses on investment management opportunities, with trust, estate, tax, family office, and custody opportunities. The Wealth Director should convey a consultative sales approach and foster referrals while demonstrating knowledge to