Wealth Director

About the role

Fiduciary Trust International, a premier investment and wealth management firm, seeks an experienced Wealth Director (Business Development Officer) for its New York region. The role focuses on securing new business from high-net-worth individuals, families, and related institutions, with a primary emphasis on investment management opportunities and related services such as trust, estate, tax, family office, and custody.

Responsibilities

• Pursue prospective new business opportunities with high-net-worth individuals and families.
• Lead segment new business strategies for the New York tri-state area, including:
  • Maintaining contact with known referral sources and prospective clients.
  • Maintaining contact with existing clients to identify additional opportunities for the firm.
  • Coordinating presentations of the firm’s capabilities to prospective clients and their advisors (e.g., lawyers, accountants, consultants).
• Contribute to the development and enhancement of prospect presentations and ongoing marketing materials.
• Participate in conferences, seminars, and other gatherings attended by existing and potential referral sources and prospective clients.
• Manage new clients from the prospecting stage to onboarding.

Qualifications

• 8–10 years of experience in financial services with a focus on high-net-worth individuals, families, and their advisors.
• Proven sales success servicing high-net-worth individuals.
• Experience selling directed trust, estate settlement, and custody services is a plus.
• Experience marketing traditional and sophisticated financial products.
• Knowledge of various asset classes, investment management styles, asset allocation techniques, investment products, family office services, OCIO, and trust & estate management tools.
• Highly motivated with the ability to initiate and cultivate new client relationships.
• Strong oral and written communication skills for effective technical and interpersonal interaction with clients, intermediaries, and colleagues.
• CFP designation is a plus.
• Community engagement (boards/volunteerism) preferred.

Pay

The base salary for this position is expected to range between $180,000 and $225,000, depending on the level of relevant experience, plus incentives.