Wealth Director (Business Development Officer)

Location: Los Angeles, California, United States of America; hybrid role covering Southern California

Salary: $180,000–$225,000 annual base salary, plus incentives

Company

Fiduciary Trust International, owned by hirify.global, provides investment and wealth management services for high-net-worth individuals, families, family offices, endowments, foundations, and institutions.

What you will do

• Pursue new business with high-net-worth individuals, families, institutions, and their advisors.
• Lead business development strategies for the Los Angeles market and Southern California region.
• Develop referral-source and prospective-client relationships while identifying additional opportunities with existing clients.
• Coordinate presentations of investment management, trust, estate, tax, family office, and custody capabilities.
• Support prospect presentations, marketing materials, and new business planning with senior management.
• Manage new clients from prospecting through onboarding and represent the firm at conferences and seminars.

Requirements

• 8–10 years of financial services experience serving high-net-worth individuals, families, and advisors.
• Demonstrated sales success with high-net-worth individuals and institutions.
• Knowledge of asset classes, investment management styles, asset allocation, investment products, family offices, OCIO, and trust and estate management.
• Strong oral and written communication skills for client, intermediary, and colleague interactions.
• Self-motivated approach to initiating and cultivating 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 with exposure to international clients and business development across six continents.
• Annual discretionary bonus, 401(k) plan with company match, and recognition rewards.
• Healthcare, insurance, disability coverage, employee stock investment program, and wellbeing support.
• Learning resources, career development programs, education reimbursement, and paid vacation, holidays, sick leave, parental, caregiving, bereavement, and volunteering leave.