Wealth Director (business Development Officer)

Fiduciary Trust International

Los Angeles, United States
Base: $180k - $225k; bonus/equity: annual discreti...
On-site
Securing new business
High-net-worth individuals and families
Investment management opportunities
Wealth Directors are responsible for securing new business from high-net-worth individuals, families, and related institutions

Job Summary

  • Wealth Directors are responsible for securing new business from high-net-worth individuals, families, and related institutions.
  • The role primarily focuses on investment management opportunities, but also includes trust, estate, tax, family office, and related custody opportunities.
  • 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.

Matching Summary

Wealth Directors are responsible for securing new business from high-net-worth individuals, families, and related institutions.

Salary

Base: $180K - $225K; Bonus/Equity: Annual discretionary bonus; Benefits: Comprehensive benefits package

Skills & Requirements

Must-have

  • Securing new business
  • High-net-worth individuals and families
  • Investment management opportunities
  • Referral source relationships
  • Consultative approach to sales

Nice-to-have

  • Community engagement
  • Holistic strategies
  • Boutique customization

Key Requirements

  • 8-10 years' experience in financial services
  • Servicing high net worth individuals, families, and their advisors
  • Proven sales success
  • Experience selling directed trust, estate settlement, and custody a plus
  • CFP designation a plus

Work Rights

Not specified

Tailored Resume

Cover Letter