Senior Relationship Manager

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 individuals and families, family offices, endowments, foundations, and institutions. 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 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 hiring a Senior Relationship Manager to join our New York relationship management team. You will serve as one of the clients’ main points of contact and have responsibility to ensure client satisfaction.

Responsibilities
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.
Coordinates and facilitates family meetings, understands family dynamics and works across multi generations.

Life Stage Planning
Coordinate gift and estate planning strategies with all advisors
Provide advice for philanthropic planning and implementation of charitable strategies, and provide advice for retirement planning

Liquidity Analysis
Budgeting and cash flow management
Capital gains / losses figures and carryover implications
Preparation of a balance sheet, including outside assets
Create lifestyle analysis, ad-hoc analysis as requested

Tax Planning
Coordination with Tax Accountants / Consultants. Coordinate and discuss annual gifting to individuals and charities. Develop strategies to maximize after tax returns.

Estate Planning
Prepare and discuss benefits of GRAT’s, QPRT’s, CLUT’s and CRUT’s. Prepare and discuss estate flow charts

Investment Management
Collaborate with Portfolio Manager to ensure proper client asset allocation. Plan exit strategy for concentrated positions

Insurance Review
Partner 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)

Additional Qualifications
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

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.

Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation. If you believe that you need an accommodation or adjustment, due to a medical condition or disability, to search for or apply for one of our positions, please send an email to accommodations@franklintempleton.com. In your email, please include the accommodation or adjustment you are requesting, the job title, and the job number of the position you are applying for. It may take up to three business days to receive a response to your request. Please note that only accommodation requests will receive a response.

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