Wealth Director (Business Development Officer)

Key Responsibilities

• Pursue prospective new business opportunities with HNW individuals and families;
• Lead segment new business strategies for the Los Angeles market;
• Maintain contact with known referral sources, COIs, and prospective clients;
• Cook up presentations of the firm’s capabilities to prospective clients and their advisors (e.g. lawyers, accountants, consultants);
• Contribute to the development of prospect presentations and ongoing marketing material;
• Participate in the development of new ideas and execution of HNW business development issues with senior management;
• Participate in conferences, seminars, and other events attended by referral sources and prospective clients;
• Manage new clients from prospecting stage to onboarding

Requirements

• 8 + years of experience in financial services with experience servicing high net worth individuals, families, and their advisors;
• Proven sales success servicing HNW individuals and institutions;
• Experience selling directed trust, estate settlement, and custody a plus;
• Knowledge of various asset classes and investment management styles, asset allocation techniques, investment products, family office, OCIO and trust & estate management tools;
• Highly motivated, capable of initiating and cultivating new client relationships;
• CFP designation a plus

Qualifications

• Community engagement (boards/volunteerism) preferred

Skills

• Well versed in a range of investment disciplines and trust and estate topics (T&E)
• Consultative approach to sales

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.

The base salary for this position to range between $180K - $225K, depending on level of relevant experience, plus variable compensation / incentives.