Franklintempleton

Senior Relationship Manager

New York, New York, United States of America · Senior

Sponsorship not specified$180k-$250kDetected 30 days ago

Business DevelopmentBudgetingExcelTaxMentoring

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.

Create lifestyle analysis, ad-hoc analysis as requested
Collaborate with Portfolio Manager to ensure proper client asset allocation. Plan exit strategy for concentrated positions
Partner with Insurance experts to review client's needs
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.
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.

Trust Administration background and knowledge preferred
ability to review and interpret trust language
Detail-oriented with the ability to multi-task and meet deadlines
Strong analytical skills with the ability to think strategically as it relates to client and team needs
Ability to practice good judgment while making important client and business decisions
Ability to network and represent the company at professional and business functions
Strong team-player orientation
Learn More: Click below to learn more about Fiduciary Trust -

Along with base compensation, employees are eligible for an annual discretionary bonus, a 401(k) plan with a generous match, and recognition rewards.
We expect the base salary for this position to range between $180,000 - $250,000, depending on level of relevant experience, plus bonus.

Works with clients to identify goals and objectives, including income needs, transfer of wealth, retirement planning etc.
Provide advice for philanthropic planning and implementation of charitable strategies, and provide advice for retirement planning
Client Education and Mentoring:
Prepare and discuss benefits of GRAT's, QPRT's, CLUT's and CRUT's.
As a fiduciary, the guidance we provide is in the best interests of our clients, without conflict or competing benefits.
Franklin Templeton offers employees a competitive and valuable range of total rewards-monetary and non-monetary - designed to support their well-being and recognize their time, talents, and results.
We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life.
We understand that benefits are at the core of employee well-being and may vary depending on individual needs.
Learn more about the wide range of benefits we offer at Franklin Templeton

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.

Franklin Templeton is an Equal Opportunity Employer.
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This listing is sourced directly from Franklintempleton's careers page and normalized into a canonical job model.