Wealth Growth & Partnerships Associate

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

Job summary

Franklin Templeton’s fiduciary trust and wealth management team in Atlanta seeks a Business Development Associate to support Wealth Directors in acquiring new business from HNW clients and related institutions. You will help prepare for meetings, coordinate materials with teams, and advance client onboarding and events initiatives.

Ideal candidates have 2-3 years in finance, strong communication, and organizational skills.

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 Directors to lead sales meetings, prioritize client, prospect, and COI meetings, pipeline management, and prepare for market sales meetings.
• Assist Wealth Directors with preparing for prospect presentations, capability discussions, and business development meetings; coordinate materials with team members.
• 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 defining proposed asset allocation.
• Serve as key stakeholder in RFP process; coordinate a streamlined approach while tracking in collaboration tools and CRM platform.
• Keep team apprised on national events and initiatives.
• Support prospecting efforts through research; AI research experience a plus.
• Build and expand COI network to help with lead generation.
• Provide general team support and prepare various internal company documents.
• Assist with account opening process by partnering with Investment Team and Trust Officers.
• Act as an Events and Sponsorship Liaison to coordinate and implement office events, including client, prospect, and COI events.
• Coordinate amongst teams on office events and sponsorship approval process, while consolidating event lists and tracking ROI / follow up.

Skills

Client service

RFPs/RFIs experience

Written communication

Verbal communication

Team collaboration

Multitasking

Job description

Franklin Templeton’s fiduciary trust and wealth management team in Atlanta seeks a Business Development Associate to support Wealth Directors in acquiring new business from HNW clients and related institutions. You will help prepare for meetings, coordinate materials with teams, and advance client onboarding and events initiatives.

Ideal candidates have 2-3 years in finance, strong communication, and organizational skills.