Senior Relationship Manager

Senior Relationship Manager

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:

• 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: Work with Trust Professionals to:

• 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
• Detail-oriented with the ability to multi-task and meet deadlines
• Excellent interpersonal skills with the ability to interact with clients and build new client relationships
• Strong analytical skills with the ability to think strategically as it relates to client and team needs
• 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.