Franklin Resources

Wealth Director (Business Development Officer)

Los Angeles, California, United States of America · Director

Sponsorship not specified$180k-$225kDetected 50 days ago

SalesBusiness DevelopmentExcelCommunicationPublic 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.

Lead segment new business strategies for the Los Angeles market
Maintain active contact with known referral source relationships and prospective clients
Maintain contact with existing clients to identify where additional opportunities may exist for the firm to market its services
Manage new clients from prospecting stage to onboarding
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.

A large degree of daily discretion and latitude is required to meet and interact with prospective clients and their advisors.

8-10 years' experience in financial services with experience servicing high net worth individuals, 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 various asset classes and investment management styles, asset allocation techniques, investment products, family office, OCIO and trust & estate management tools.
Highly motivated and self-starter capable of initiating and cultivating new client relationships.
Strong oral and written communication skills, for effective technical and interpersonal interaction with clients, intermediaries, and colleagues.
CFP designation a plus.

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 $180K - $225K, depending on level of relevant experience, plus incentives.
Key words: Sales Director, Business Development, Private Wealth Management, Wealth Director, Managing Director, Wealth Advisor, CFP, CTFA, Trust and Estate
Experience our welcoming culture and reach your professional and personal potential!
Our culture is shaped by the variety of perspectives and experiences brought by talent from around the world.
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.
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
Ask your recruiter about benefits in your country.
Most benefits vary by location.

Our culture is shaped by the variety of perspectives and experiences brought by talent from around the world.

Franklin Templeton is an Equal Opportunity Employer.
In your email, please include the accommodation or adjustment you are requesting, the job title, and the job number of the position you are applying for.
Please note that only accommodation requests will receive a response.
Equal Opportunity Employer.

This listing is sourced directly from Franklin Resources's careers page and normalized into a canonical job model.