Wealth Director (Private Wealth Management)

Location: Hybrid, New York, New York, United States of America

Base salary: $180,000–$225,000 per year, plus incentives and an annual discretionary bonus.

Company

Fiduciary Trust International is a wealth management firm owned by hirify.global, serving high-net-worth individuals, families, family offices, endowments, foundations, and institutions.

What you will do

• Pursue new business opportunities with high-net-worth individuals and families.
• Lead new-business strategies for the New York tri-state area.
• Build and maintain relationships with referral sources, prospective clients, advisors, and existing clients.
• Coordinate presentations of investment management, trust, estate, tax, family office, and custody capabilities.
• Contribute to prospect presentations and marketing materials.
• Manage new clients from prospecting through onboarding and participate in relevant conferences and seminars.

Requirements

• 8–10 years of experience in financial services serving high-net-worth individuals, families, and their advisors.
• Proven sales success with high-net-worth clients.
• Experience marketing traditional and sophisticated financial products.
• Knowledge of asset classes, investment management styles, asset allocation, investment products, family office, OCIO, and trust and estate management tools.
• Strong oral and written communication skills and the ability to cultivate new client relationships.

Nice to have

• Experience selling directed trust, estate settlement, or custody services.
• CFP designation.
• Community engagement through boards or volunteerism.

Culture & Benefits

• Collaborative environment focused on employee well-being and professional development.
• 401(k) plan with a generous company match and recognition rewards.
• Healthcare, insurance, disability, employee stock investment, and wellbeing programs.
• Learning resources, career development programs, and reimbursement for certain education expenses.
• Paid vacation, holidays, sick leave, parental and caregiving leave, bereavement leave, volunteering leave, and floating holidays.