Client Onboarding Associate Jobs in Georgia (NOW HIRING)

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. 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 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.

Fiduciary Trust International's Business Development department is responsible for securing new business from high-net-worth (HNW) individuals, their families, and related institutions. The Business Development Associate (BDA) will support their associated Wealth Director(s) and greater team by providing support in the development of new business from potential clients.

Sales Support and Team Collaboration:

• Partner with Wealth Director(s) to lead sales meetings, prioritize client, prospect, and COI meetings, pipeline management, and prepare for market sales meetings
• Coordinate follow-up and action items from prospect and COI meetings
• Assist Wealth Director(s) with preparing for prospect presentations, capability discussions, and business development meetings. Coordinate materials with team members; collaborate with Presentation Center and Legal as needed
• Research markets, competitors, industries, and prospects to identify opportunities for relationship growth and new client acquisition
• Partner with team to ensure efficient client experience with respect to opening new accounts, cash flow analysis, fee analysis, and defining proposed asset allocation
• Serve as key stakeholder in RFP process; partner with team to coordinate a streamlined approach while tracking in collaboration tools and CRM platform
• Keep team apprised on national events and initiatives
• Support prospecting efforts through research; AI research experience a plus
• Build and expand COI network to help with lead generation
• Provide general team support and prepare various internal company documents

Client Onboarding and Events/Sponsorship:

• Assist with account opening process by partnering with Investment Team and/or Trust Officers
• Act as an Events and Sponsorship Liaison to coordinate and implement office events, including client, prospect, and COI events
• Coordinate amongst teams on office events and sponsorship approval process, while consolidating event lists and tracking ROI / follow up

Ideal candidates will have:

• Bachelor's degree
• 2-3 years' experience within the finance industry, preferably in a support capacity
• Prior client service experience
• Strong written and verbal communication skills. Experience in writing and responding to RFPs / RFIs a plus
• Experience maintaining a data repository a plus
• Exceptional organizational skills with strong attention to detail
• Ability to multi-task, prioritize, and manage projects with prompt follow through in a fast-paced, deadline-driven environment
• Team player mentality / collaborative attitude
• Excellent interpersonal skills and professionalism required
• Superior telephone etiquette with the ability to communicate directly with clients (HNW Investors) and senior leaders
• Proficient with MS Office Suite; experience using MS Teams a plus
• Ability to work out of our Atlanta, GA office four days per week

Learn More: Click below to learn more about Fiduciary Trust International -

• Fiduciary Trust International
• The Story of Fiduciary Trust International

Compensation: Franklin Templeton offers employees a competitive and valuable range of total rewards-monetary and non-monetary - designed to supporttheir well-being and recognize their time, talents, and results.Along with base compensation, employees are eligible for an annual discretionary bonus, a401(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 forcertain educationexpenses, paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays) and a motivational wellbeing program. We expect the annual salary for this position to range between $71,400 - $84,000 depending on level of relevant experience, plus discretionary bonus.

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