Business Development Associate - Sales Support

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. Unlike other firms, 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 always 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. Fiduciary Trust International is owned by Franklin Templeton, a diversified firm that spans asset management, wealth management, and fintech, giving us many ways to help investors make progress toward their goals. With clients in over 150 countries and offices on six continents, you'll get exposed to different cultures, people, and business development happening around the world. Position Summary: Fiduciary Trust International's Business Development department is responsible for the development of new business from high-net-worth (HNW) individual investors, their families and related institutions. The Business Development Associate (BDA) is responsible for supporting their associated Wealth Director / Sales Director and their team by providing support in the development of new business from potential clients. This is a hybrid position with three days in office (Midtown Manhattan - NYC). Key Responsibilities: Sales Support and Team Collaboration - Collaborate with teammates to ensure new leads and potential client additions are tracked within Fiduciary's CRM system Partner with Wealth Director to lead sales meetings, prioritize prospect/client meetings, pipeline management, and assist with preparing for market sales meetings Partner with Financial Planning team to develop clients' Financial Plans Partner with Relationship Associates and Investment Associates to insure an efficient client experience with respect to opening new accounts, cash flow analysis, fee analysis, and defining proposed asset allocation Coordinate materials/slides with various team members; collaborate with Presentation Center and Legal team as needed Serve as key stakeholder in RFP process; partner with team to coordinate and organize a streamlined approach while tracking in SharePoint and CRM Keep team apprised on national events and initiatives Conduct research on prospective clients Build and expand COI network to help with lead generation Provide general team support and prepare and submit various internal company documents Client Onboarding and Events/Sponsorship - Assist with account opening process by partnering with internal Investment and/or Trust Officers Acts as Events and Sponsorship Liaison to successfully coordinate and implement all office special events with National Events and Sponsorship Manager Coordinate amongst teams on office events and sponsorship approval process, while consolidating event lists Ideal Qualifications & Experience: Ideal candidates will have - Bachelor's degree in a business-related field 2-3 years' experience within the finance industry, preferably in a support capacity Prior client service experience preferred Strong communication written and verbal communication skills. Experience in writing and responding to RFPs/RFIs a plus Experience maintaining a data repository a plus Exceptional organizational skills with a strong attention to detail required Ability to multi-task, prioritize, and manage projects consistently with prompt follow through in a fast-paced deadline-driven environment Team player mentality / collaborative attitude Strong interpersonal skills and professionalism required Excellent telephone etiquette with the ability to communicate directly with clients (HNW Investors) and senior managers Proficient with MS Office (Word, Excel, PowerPoint). Experience with MS Teams a plus Compensation Range: We offer employees a competitive and valuable range of total rewards-monetary and non-monetary-designed to support the whole person and to recognize their time, talents, and results. Along with base compensation, other compensation is offered such as a discretionary bonus, 401k plan, health insurance, and other perks. There are several factors taken into consideration in making compensation decisions including but not limited to location, job-related knowledge, skills, and experience. We expect the base salary for this position to range between $58,700 - $72,000 per year. Actual pay offered will depend on the candidate's job-related skills and experience. Learn more about our Firm by reviewing this link , The Story of Fiduciary Trust International #LI-US #Hybrid #Associate Experience our welcoming culture and reach your professional and personal potential! Our culture is shaped by our diverse global workforce and strongly held core values. Regardless of your interests, lifestyle, or background, there's a place for you at Franklin Templeton. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life. By joining us, you will become part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. We understand that benefits are at the core of employee well-being and may vary depending on individual needs. Whether you need support for maintaining your physical and mental health, saving for life's adventures, taking care of your family members, or making a positive impact in your community, we aim to have them covered. Learn more about the wide range of benefits we offer at Franklin Templeton *Most benefits vary by location. Ask your recruiter about benefits in your country. Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and existing employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or 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. Franklin Templeton is committed to fostering a diverse and inclusive environment. If you believe that you need an accommodation or adjustment to search for or apply for one of our positions, please send an email to . In your email, please include the accommodation or adjustment you are requesting, the job title, and the job number you are applying for. It may take up to three business days to receive a response to your request. Please note that only accommodation requests will receive a response.

Created: 2024-11-19