Franklin Resources
Relationship Manager
New York, New York, United States of America
Sponsorship not specified$150k-$190kDetected 50 days ago
Business DevelopmentExcelTaxLeadershipCommunicationPublic Speaking
About the role
- Fiduciary Trust International is a premier investment and wealth management firm with a commitment to growing and protecting wealth across generations.
- Fiduciary Trust International is owned by Franklin Templeton, a dynamic 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.
Responsibilities
- Provide insurance reviews and partner with insurance experts on client needs
- Create lifestyle analysis as requested (analyze cash flow needs and budget preparation; prepare balance sheet; prepare and analyze wealth projections)
- Develop strategies to maximize after tax returns
Requirements
- Strong understanding and basic knowledge of competitors
- Detail-oriented with the ability to multi-task and meet deadlines.
- Ability to work in a team-oriented environment while balancing the needs of the client within the FTCI business objectives.
- Strong analytical skills with the ability to think strategically as it relates to client needs and department needs
- Self-starter with the ability to be persistent in solving problems
- Ability to practice good judgment while making basic business decisions
- Ability to represent the Company at professional and business functions in a competent manner
- Ability to work independently or with minimal supervision, but seek guidance from senior managers when needed
- Ability to exercise independent judgment consistent with department guidelines
- Experience our welcoming culture and reach your professional and personal potential!
- Can manage large and complex accounts independently, with limited oversight from Senior Relationship Manager
- Willingness and desire to learn and grow within the Relationship Management model
- Trust Administration background and knowledge preferred; ability to review and interpret trust language
- Strong communication skills, both written and verbal
- Strong interpersonal skills with the ability to interact with clients and build new client relationships.
- Ability to maintain confidentiality and handle client account information
- Effectively handle various projects and deadlines and to prioritize each task appropriately
- Leadership capabilities and qualities
Nice to have
- Guide/train junior teammates
- Assist with ad hoc department strategic initiatives and commitments
- Bachelor's Degree or equivalent
- 6 years' experience in Relationship Management role
- must have ample client facing experience within the financial services industry
- CFP preferred; CTFA optional
- Tax background helpful
- Trust Administration background and knowledge preferred
Compensation
- Coordinate with internal tax accountants and consultants; coordinate annual gifting to individuals and charities
Benefits
- Provide advice for retirement planning and philanthropic planning; implementation of charitable strategies
- Develop and maintain client relationships while providing education:
- Facilitate long-term Family education
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This listing is sourced directly from Franklin Resources's careers page and normalized into a canonical job model.