Relationship Associate

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.

Fiduciary Trust International is hiring a Relationship Associate to join our Radnor, PA office, approximately 30 minutes outside of Philadelphia. This is a great opportunity to join our private wealth management business and join our Radnor market team consisting of approximately 50 investment and trust professionals. The RA will provide support to our Portfolio Managers and interact with clients on a regular basis while managing client deliverables and serving as an integral member of the client team.

What are the ongoing responsibilities of a Relationship Associate?

Frequent interaction with clients, servicing clients’ accounts, including:

• Setting up regular remittances and gifts; responding to account-related questions (investment and non-investment related),

• On-going client service/account maintenance inclusive of investment objectives, compliance letters, regular distributions, cost basis, gain/loss reporting, research reports

• Opens and closes client accounts, including contract preparation and account funding

• Ensures cash is available to process periodic and recurring client requests such as checks, cash transfers, and gifts and tax payments in an efficient and timely manner. Reviews and resolves overdrafts

• Works with Investment Officers / Portfolio Managers to prepare meeting presentations for current and prospective clients as well as quarterly reports 

• Assists Officers with preparation of investment programs and follows up with clients

• Resolves issues regarding trades, tender offers and other corporate actions

• Supporting professional staff with various administrative requests

What ideal qualifications, skills & experience would help someone to be successful?

• Bachelor’s degree

• 3 – 7 years’ experience in financial services required, preferably with an investment management or wealth management firm. Must have a solid foundation of investment knowledge. Trust knowledge preferred.

• Knowledge of various investment and trust systems preferred

• Strong verbal and written communication skills and interpersonal skills; must be able to effectively communicate with Senior Portfolio Managers and sophisticated clients

• Demonstrated ability to provide courteous and professional service to clients; must be client-service oriented with strong relationship management skills

• Excellent organization and prioritization skills

• Proficient in Microsoft Office (Excel, PowerPoint)

• Detail-oriented with an ability to effectively multi-task

• Ability to commute into our Radnor, PA office

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

• Fiduciary Trust International LinkedIn Company Page
• The Story of Fiduciary Trust International

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 $70k - $85k, depending on level of relevant experience, plus discretionary bonus.

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