Business Development Associate (Wealth Management)

Location: Atlanta, Georgia, United States; hybrid schedule with work from the Atlanta office four days per week

Salary: $71,400–$84,000 annual base compensation, plus a discretionary bonus

Company

Fiduciary Trust International provides customized investment and wealth management, tax, estate planning, technology, and custody solutions for high-net-worth individuals, families, institutions, and family offices, and is owned by hirify.global.

What you will do

• Support Wealth Directors with sales meetings, prospect prioritization, pipeline management, and market sales meeting preparation.
• Coordinate follow-up actions, prospect presentations, capability discussions, and business development meeting materials.
• Research markets, competitors, industries, and prospects to identify relationship growth and new client acquisition opportunities.
• Support new account opening, cash flow analysis, fee analysis, proposed asset allocation, and client experience coordination.
• Manage the RFP process in collaboration with internal teams while tracking activities in CRM and collaboration tools.
• Coordinate client, prospect, and center-of-influence events and sponsorships, including approval processes, event lists, ROI tracking, and follow-up.

Requirements

• Bachelor’s degree.
• 2–3 years of experience in the finance industry, preferably in a support capacity.
• Prior client service experience and strong written and verbal communication skills.
• Exceptional organization, attention to detail, multitasking, prioritization, and follow-through in a deadline-driven environment.
• Professional interpersonal and telephone communication skills with clients and senior leaders.
• Proficiency with MS Office Suite and the ability to work from the Atlanta office four days per week.

Nice to have

• Experience writing and responding to RFPs and RFIs.
• Experience maintaining a data repository.
• Experience with MS Teams.
• AI research experience.

Culture & Benefits

• Annual discretionary bonus and a 401(k) plan with a generous company match.
• Healthcare, insurance, disability benefits, employee stock investment program, and a wellbeing program.
• Paid vacation, holidays, sick leave, parental and caregiving leave, bereavement leave, volunteering leave, and floating holidays.
• Learning resources, career development programs, and reimbursement for certain education expenses.
• Collaborative work environment with support for employee wellbeing and professional development.