Job Description

Fiduciary Trust International is a wealth management firm founded in 1931 by families for families, with a singular focus on growing and protecting our clients' wealth through generations. We work closely with individuals, families and foundations to build and manage personalized investment portfolios, and to develop estate plans that extend wealth to future generations. And, we are part of Franklin Templeton, a global investment leader. That means we can combine a personalized experience with access to sophisticated research and investment solutions.

At Franklin Templeton, everything we do is focused on one thing - delivering better client outcomes. We do that by partnering closely with our clients, assessing their strategic needs, and identifying the solution or solutions that can meet the challenge. Over 12,000 employees working in 34 countries around the world are dedicated to servicing investment solutions for our clients in more than 160 countries Our success has been a direct result of the talent, skills and persistence of our people, and we are looking for qualified candidates to join our team.

Fiduciary Trust is seeking an experienced Wealth Director to cover the Washington Metropolitan area. Wealth Directors are responsible for securing new business from high net worth individual investors, 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 and latitude is required to meet and interact with prospective clients and their advisors as necessary.

Due to the complex nature of prospective clients' various investment objectives and related service needs, the incumbent must be well versed in a broad range of investment disciplines and trust and estate topics. Candidates must be able to convey a consultative approach to sales while displaying a broad knowledgebase to referral source relationships and prospective clients, so as to become worthy of their confidence and trust.

Responsibilities include:

* Pursue prospective new business situations with high net worth (HNW) individuals, families, foundations, and endowments;
* Lead segment new business strategies for your respective market;
* Maintain active contact with known referral source relationships and prospective clients to encourage them to employ Fiduciary Trust International;
* Maintain contact with existing clients to identify where additional opportunities may exist for the firm to market their 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 high net worth business development issues with senior management and other team members;
* Participate in select conferences, seminars, and other gatherings attended by existing and potential referral sources and/or existing and prospective clients;
* Manage all new clients of the firm from their prospecting stage through to when they are onboarded as a new client.



Ideal candidates will have:

* 8-10 years experience in financial services with the majority of time servicing high net worth investors, 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 the various asset classes and investment management styles, asset allocation techniques, investment products, bank services, foundations, endowments, family office, OCIO and trust & estate management tools.
* Highly respected professional with a signigicant book of contacts.
* Highly motivated and self-starter capable of initiating and cultivating new client relationships.
* Ability to listen and understand the needs of prospective clients while demonstrating how to provide value-added solutions.
* Strong oral and written communication skills, for effective technical and interpersonal interaction with clients, intermediaries, and colleagues.
* Bachelor's Degree required; advanced degree preferred.
* CFA, CAIA, CPA, CFP designations a plus.
* Evidence of community engagement (boards/volunteerism) preferred.

What makes Franklin Templeton unique?

In addition to the dynamic and professional environment at Franklin Templeton, we strive to ensure that our employees have access to a competitive and valuable set of Total Rewards--the mix of both monetary and non-monetary rewards provided to you in recognition for your time, talents, efforts, and results.

Highlights of our benefits include:

* Three weeks paid time off the first year
* Medical, dental and vision insurance
* 401(k) Retirement Plan with 75% company match on your pre-tax and/or Roth contributions, up to the IRS limits
* Employee Stock Investment Program
* Tuition Assistance Program
* Purchase of company funds with no sales charge

We believe that being a good corporate citizen is good business. To us, corporate citizenship means being accountable, serving our clients, being an employer of choice, managing our environmental impact, and supporting our communities. An emphasis on corporate citizenship is embedded in our culture and values, and is an important element of how we achieve success.

We are also committed to your learning and development with resources focused around Experience, Exposure, and Education, to help you achieve your professional development goals. Take some time to, meet some of our people, and see what it means to say, I AM Franklin Templeton.

Franklin Templeton is an Equal Opportunity Employer. We are committed to equal employment opportunity for 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. We invite you to visit us at http://www.franklintempletoncareers.com/ to learn more about our company and our career opportunities.

Franklin Templeton is committed to fostering a diverse and inclusive environment. If you believe that you need an accommodation to search for, or apply for, one of our positions please send an email to accommodations@FranklinTempleton.com. In your email, please include the accommodation you are requesting and the job title and 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 requests for accommodations will receive a response.

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DIRECTOR