Business Development Associate

Fiduciary Trust International is a premier investment and wealth management firm with a commitment to growing and protecting wealth across generations. 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. 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. As a fiduciary, the guidance we provide is in the best interests of our clients, without conflict or competing benefits. We offer boutique customization and deep expertise in specialized investment, tax and planning strategies alongside sophisticated technology and custody platforms. Fiduciary is owned by Franklin Templeton, a forward-thinking asset manager that has built its success through powerful partnerships. We leverage cutting-edge strategies and deep insights to unlock opportunities for long-term wealth creation. Our talented, global teams bring expertise that is both broad and unique. Business Development Associate Fiduciary Trust International’s Business Development department is responsible for the development of new business from high-net-worth (HNW) individuals, their families and related institutions. The Business Development Associate will support their associated Wealth Director(s) and greater team by providing support in the development of new business from potential clients. Key Responsibilities – Sales Support and Team Collaboration: Partner with Wealth Director(s) to lead sales meetings, prioritize client, prospect, and COI meetings, pipeline management, and prepare for market sales meetingsCoordinate follow-up and action items from prospect and COI meetingsAssist Wealth Director(s) with preparing for prospect presentations, capability discussions, and business development meetings. Coordinate materials with team members; collaborate with Presentation Center and Legal as neededResearch markets, competitors, industries, and prospects to identify opportunities for relationship growth and new client acquisitionPartner with team to ensure efficient client experience with respect to opening new accounts, cash flow analysis, fee analysis, and defining proposed asset allocationServe as key stakeholder in RFP process; partner with team to coordinate a streamlined approach while tracking in collaboration tools and CRM platformKeep team apprised on national events and initiativesSupport prospecting efforts through research; AI research experience a plusBuild and expand COI network to help with lead generationProvide general team support and prepare various internal company documents Client Onboarding And Events/Sponsorship Assist with account opening process by partnering with Investment Team and/or Trust OfficersAct as an Events and Sponsorship Liaison to coordinate and implement office events, including client, prospect, and COI eventsCoordinate amongst teams on office events and sponsorship approval process, while consolidating event lists and tracking ROI / follow up Ideal Qualifications & Experience – Ideal candidates will have: Bachelor’s degree2-3 years’ experience within the finance industry, preferably in a support capacity preferredPrior client service experienceStrong written and verbal communication skills. Experience in writing and responding to RFPs / RFIs a plusExperience maintaining a data repository a plusExceptional organizational skills with strong attention to detailAbility to multi-task, prioritize, and manage projects with prompt follow through in a fast-paced, deadline-driven environmentTeam player mentality / collaborative attitudeExcellent interpersonal skills and professionalism requiredSuperior telephone etiquette with the ability to communicate directly with clients (HNW Investors) and senior leadersProficient with MS Office Suite; experience using MS Teams a plus Ability to work out of our Coral Gables, FL office four days per week Compensation: 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. Along with base compensation, employees are eligible for an annual discretionary bonus, a 401(k) plan with a generous match, and recognition rewards. We also offer a comprehensive benefits package, which includes a range of competitive healthcare options, insurance, and disability benefits, employee stock investment program, learning resources, career development programs, reimbursement for certain education expenses, paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays) and a motivational wellbeing program. We expect the annual salary for this position to range between $71,400 - $84,000 depending on level of relevant experience, plus discretionary bonus. Learn More: Click below to learn more about Fiduciary Trust International – Fiduciary Trust InternationalThe Story of Fiduciary Trust International #Hybrid Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation. Artificial intelligence or automated tools may be used to assist in the screening, assessment, or selection of applicants for this position.