Senior Relationship Manager

Responsibilities

• Proficiency in the following Wealth Management Subjects - Client Education And Mentoring
• Works with clients to identify goals and objectives, including income needs, transfer of wealth, retirement planning etc.
• Engages with Portfolio Managers on measuring corresponding family risks.
• Covers coordination and facilitation of family meetings, understanding family dynamics, and working across multi-generations.
• Liaises with Portfolio Managers on coordinating and facilitating family meetings, understanding family dynamics, and working across multi-generations.
• Coordinates and facilitates family meetings, understanding family dynamics and works across multi generations.
• Life Stage Planning
• Covers coordinate gift and estate planning strategies with all advisors.
• Provides advice for philanthropic planning and implementation of charitable strategies, and provides advice for retirement planning.
• Liquidity Analysis
• Covers budgeting and cash flow management.
• Covers capital gains / losses figures and carryover implications.
• Covers preparation of a balance sheet, including outside assets.
• Covers creation of lifestyle analysis, ad-hoc analysis as requested.
• Tax Planning
• Covers coordination with Tax Accountants / Consultants.
• Covers coordination and discussion of annual gifting to individuals and charities.
• Covers development of strategies to maximize after-tax returns.
• Estate Planning
• Covers work with Trust Professionals to prepare and discuss benefits of GRAT’s, QPRT’s, CLUT’s and CRUT’s.
• Covers preparation and discussion of estate flow charts.
• Investment Management
• Covers collaboration with Portfolio Manager to ensure proper client asset allocation.
• Covers planning of exit strategy for concentrated positions.
• Insurance Review
• Covers partnership with Insurance experts to review client’s needs.

Qualifications

• 10+ years’ experience in a Relationship Management role; must have client-facing experience within the financial services industry.
• CFP or CTFA preferred.
• Trust Administration knowledge required.
• Tax background optional (and helpful).
• Proven ability to manage large and complex accounts independently, with limited oversight.
• Trust Administration background and knowledge preferred; ability to review and interpret trust language.
• Excellent interpersonal skills with the ability to interact with clients and build new client relationships.
• Strong analytical skills with the ability to think strategically.
• 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.
• Ability to travel to various FTI offices and client locations.

Benefits

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 base salary for this position to range between $180,000 - $250,000, depending on level of relevant experience, plus bonus.