Business Development Associate

About the role

Fiduciary Trust International is a premier investment and wealth management firm committed to growing and protecting wealth across generations. The firm serves high-net-worth and ultra high-net-worth individuals and families, family offices, endowments, foundations, and institutions with a dynamic, collaborative approach. Investment managers, tax and estate planning professionals work together to develop holistic strategies that optimize clients’ portfolios while mitigating tax impact. As a fiduciary, all guidance is provided in the best interests of clients, without conflict or competing benefits. Fiduciary offers boutique customization and deep expertise in specialized investment, tax and planning strategies alongside sophisticated technology and custody platforms. Owned by Franklin Templeton, the firm leverages cutting-edge strategies and global expertise for long-term wealth creation.

The Business Development Associate leads and coordinates the firm’s Request for Proposal (RFP) and Request for Information (RFI) process in support of business development opportunities across all markets. The role serves as the central liaison among Sales, Marketing, subject matter experts in Finance, Operations, Investments, Trust, and Franklin Templeton partners to deliver timely, accurate, compliant, and high-quality RFP submissions. Responsibilities include maintaining proposal governance, improving response consistency, managing the firm’s Loopio content platform, and advancing best practices to strengthen proposal quality, operational efficiency, risk management, and win rates.

Responsibilities

Proposal Management & Coordination

• Oversee the proposal process, including intake, stakeholder coordination, and content development.
• Collaborate with Sales Directors, Front Office Professionals, and Leadership to support RFP opportunities.
• Ensure proposal processes, timelines, and governance standards are applied consistently across markets.
• Coordinate proposal responses with SMEs across Finance, Investments, Trust, and Franklin Templeton resources.
• Define roles, deadlines, and accountability throughout the RFP lifecycle.

Content Management & Governance

• Oversee the development and maintenance of the firm’s proposal content library in Loopio.
• Work with SMEs to develop, improve, and standardize proposal content.
• Keep firm data, investment information, fiduciary capabilities, biographies, and corporate messaging current.
• Manage regular content reviews and governance cycles to maintain content integrity and regulatory compliance.
• Identify content gaps and implement enhancements to reduce response time.

Sales Enablement & Best Practices

• Promote consistent RFP messaging, positioning, and firm differentiation across markets.
• Create proposal best practices, templates, and workflow standards.
• Assist market teams with strategy discussions and proposal reviews.
• Monitor proposal activity, turnaround times, and win/loss outcomes.

Technology & Vendor Management

• Act as the primary business owner for the firm’s Loopio platform.
• Partner with Loopio to support platform enhancements, training, and best practices.
• Manage system configuration, permissions, and annual licensing needs.
• Identify opportunities to use automation and AI tools to improve proposal quality and efficiency.
• Drive user adoption, training, and change management for proposal technology.

Qualifications

Education & Experience

• Bachelor’s degree in marketing, communications, finance, or a related field.
• 5+ years of experience in proposal management, RFP development, business development, sales enablement, marketing, or a related function.
• Experience within wealth management, financial services, or other regulated industry preferred.
• Experience managing complex, deadline-driven proposals involving multiple stakeholders and subject matter experts.
• Experience with Loopio or comparable RFP / proposal management platform preferred.

Preferred Skills

• Strong project management and organizational skills.
• Experience managing RFPs and complex proposal processes.
• Excellent written and verbal communication skills along with editing and content development capabilities.
• Knowledge of investment, trust, estate, and wealth management solutions.
• Strong attention to detail, accuracy, and quality control.
• Ability to coordinate multiple stakeholders and manage competing deadlines.
• Experience with content governance and process improvement.
• Proficiency in Loopio or similar proposal platforms, and AI-enabled tools.

Benefits

• Comprehensive healthcare options, insurance, and disability benefits.
• 401(k) plan with a generous match.
• Employee stock investment program.
• Learning resources and career development programs.
• Reimbursement for certain education expenses.
• Paid time off including vacation, holidays, sick leave, parental & caregiving leave, bereavement leave, volunteering leave, and floating holidays.
• Motivational wellbeing program.
• Annual discretionary bonus.
• Recognition rewards.

Pay

Expected annual base salary range: $85,000 – $95,000 depending on level of relevant experience, plus discretionary bonus.

Schedule

Hybrid work arrangement.