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 dynamic 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.

Relationship Associate

Fiduciary Trust International is hiring a Relationship Associate to partner with the firm’s Client Service team, which is comprised of Portfolio Managers, Trust Officers, and Relationship Managers. The team manages the wealth and financial needs of our High-Net-Worth (HNW) clients. The role requires regular interaction with clients and follow-up of ongoing client deliverables. As Associates gain more experience, they take on greater responsibility on smaller client relationships so that Portfolio Managers and Trust Officers can focus on larger, more complex client relationships.   

How You Will Add Value

• Works with the firm's Portfolio Managers, Trust Officers, and Relationships Managers on HNW family relationships, including: account administration, preparing wealth projections, preparation of cash flows, fee reviews, and preparation of presentations for client meetings.

• Reviews daily overdraft report to determine how to cure income overdrafts. Coordinates with Portfolio Manager/Investment Team to raise cash to cure principal overdrafts. 

• Initiates wire transfers, discretionary principal payments, currency transactions, bill paying, and gifts and contributions. Assists clients with their charitable gifts and confirming gift details.

• Reviews trust documents and ensures all transactions are in compliance with the trust agreement and state laws.

• Supports Trust Officers and maintains contact with clients. Acts as a key point of contact for client and intermediaries with accountants, attorneys, and other advisors.

• Coordinates trust terminations and account closing in coordination with our Trust Counsel and tax department.

• New Account Openings: Analyzes relevant documents to begin KYC. Reviews account openings with RM to determine proper administration of account, state law requirements, beneficiaries, tax suits, and fee analysis.

• Partners with Relationship Manager to understand client's goals, which may include attending client meetings.

• Provide excellent client service to internal partners and HNW clients.

What Will Help You Be Successful in This Role

Experience, Education & Certifications

• Bachelor’s degree or equivalent experience

• 2–5 years’ experience in financial services with client-facing experience preferred

• Understanding of investment management, trust administration, and estates

• Basic knowledge of competitors desired

Technical Skills

• Proficient with SEI or other accounting software

• Skilled in Microsoft Word, Excel, and PowerPoint

Soft Skills

• Detail-oriented with ability to multi-task and meet deadlines

• Effective interpersonal and relationship-building skills

• Ability to maintain confidentiality and handle sensitive client information

• Strong oral and written communication skills

• Ability to work in a team-oriented environment while balancing client needs

• Strong analytical skills and strategic thinking related to client needs

• Self-starter with sound judgment and problem-solving skills

Work Schedule & Location

Hybrid work schedule with a minimum of three days in office.

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