Wealth Director (Business Development Officer) – Wealth Management

Welcome to Franklin Templeton Investments, where we believe in helping our clients achieve their financial goals and build long-term wealth. We are currently seeking a driven and experienced Wealth Director, also known as a Business Development Officer, to join our Wealth Management team. As a Wealth Director, you will play a crucial role in developing and maintaining relationships with high net worth individuals and families, providing them with personalized wealth management solutions. If you have a passion for finance and a talent for building strong client relationships, we want you on our team. Join us in our mission to help clients achieve financial success and grow your career with Franklin Templeton Investments.

1. Develop and maintain relationships with high net worth individuals and families.
2. Provide personalized wealth management solutions to clients.
3. Identify and pursue new business opportunities.
4. Develop and implement strategies to achieve financial goals for clients.
5. Conduct market research and stay updated on industry trends and developments.
6. Collaborate with other team members to enhance client experience and satisfaction.
7. Communicate effectively with clients to understand their financial needs and goals.
8. Build and maintain a strong network of potential clients and referral sources.
9. Utilize various sales techniques to promote Franklin Templeton's wealth management services.
10. Stay updated on Franklin Templeton's products and services and effectively communicate them to clients.
11. Prepare and deliver presentations to potential clients and stakeholders.
12. Ensure compliance with industry regulations and company policies.
13. Meet and exceed sales targets and contribute to the overall growth of the company.
14. Continuously strive to improve personal knowledge and skills in finance and wealth management.
15. Represent Franklin Templeton Investments in a professional and positive manner at all times.

According to JobzMall, the average salary range for a Wealth Director (Business Development Officer) – Wealth Management in New York, NY, USA is between $110,000 and $150,000 per year. This range can vary based on factors such as experience, company size, and location. Some Wealth Directors in New York may earn significantly higher salaries, up to $300,000 or more, depending on their role, responsibilities, and success in generating business for their firm.

Franklin Resources, Inc. is a holding company, which engages in the provision of financial and investment management operations. It offers fund administration, sales, distribution, marketing, shareholder servicing, trustee, custody, and fiduciary services.