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. Unlike other firms, 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 always 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 Trust International is owned by Franklin Templeton, a diversified firm that spans asset management, wealth management, and fintech, giving us many ways to help investors make progress toward their goals. With clients in over 150 countries and offices on six continents, you’ll get exposed to different cultures, people, and business development happening around the world.

POSITION SUMMARY: Fiduciary Trust International’s Radnor, PA office, approximately 30 minutes outside of Philadelphia, is hiring a Senior Trust Officer to join our office of 60 investment and trust professionals. This position is eligible for a hybrid work schedule (partially remote).

KEY RESPONSIBILITIES: 

• Serve as relationship manager for client relationships.

• Work in close coordination with Portfolio Managers to provide industry-leading client service and advice.

• Develop and nurture centers of influence including clients’ accountants, attorneys, and other trusted advisors.

• Understanding of complex estate planning structures (GRATs, Private Foundations, Family Limited Partnerships, estates, etc.).

• Administer trust accounts while remaining current on relevant laws, issues, and topics.

• Oversee client requests including discretionary distributions, bill pay, asset transfers, gifts, contributions, acquisitions, and sales. 

• Coordinate with tax department concerning client tax issues. 

• Handle termination of trusts in coordination with our Trust Counsel, Investment Department, Tax Department, and other parties as necessary.

• Oversee the new account process from prospect to account funding including analyzing relevant documents to determine legal documentation required for compliance purposes.

• Participate in client financial planning process.

QUALIFICATIONS: 

• Bachelor’s degree required

• JD or advanced degree preferred (Masters, MBA or LLM)

• CFP preferred; CTFA optional

• 8+ years of Trust Administration experience 

• Knowledge of Personal Trust Law and Administration

• Strong attention to detail with the ability to perform multiple tasks in a fast-paced environment

• Knowledge of trust accounting system, workflows, and best practices 

• Strong Excel, Word, and PowerPoint skills

• Ability to exercise independent judgment consistent with department guidelines 

• Ability to organize and prioritize responsibilities and tasks

Compensation Range: Along with base compensation, other compensation is offered such as a discretionary bonus, 401k plan, health insurance, and other perks. There are several factors taken into consideration in making compensation decisions including but not limited to location, job-related knowledge, skills, and experience. At FTI, we apply a total reward philosophy where all aspects of compensation and benefits are taken into consideration in determining compensation. We expect the base salary for this position to range between $150,000 - $180,000.

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