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 dynamic 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 youll get exposed to different cultures people and business development happening around the world.

Position Summary

The Investment Associate National Investment Team is part of the Office of the Chief Investment Officer (CIO) at Fiduciary Trust International where you will play a pivotal role in advancing the firms long-term investment strategy and business objectives. You will operate across strategic initiatives that shape investment direction and drive performance collaborating closely with senior leadership and cross-functional partners. Position location may be New York City or Radnor PA (the Greater Philadelphia Area).

How You Will Add Value

Strategic Responsibilities:

• You will partner with the Director of Portfolio Management on high-priority strategic business initiatives

• You will act as a proxy or delegate for the Director when needed

• You will lead strategic projects through to successful completion with full accountability

• You will ensure strategic alignment across departments to support firm-wide investment goals

• You will contribute to operational oversight of the investments platform

• You will address issues across investment operations compliance marketing and digital enablement

• You will navigate complex priorities to drive initiatives that support long-term investment strategy

Teams & Collaboration:

• You will liaise between the investment team and Portfolio Management Relationship Management and Asset Allocation

• You will collaborate with Digital Strategy Marketing Trust & Estates and Investment Operations teams

• You will work across departments and business functions at senior levels

• You will engage in cross-functional business management tasks

• You will operate in a dynamic environment requiring strong communication and organizational skills

What Will Help You Be Successful in This Role

Experience Education & Certifications:

• Bachelors degree in Finance Economics Business Administration or related quantitative field

• 25 years of experience in wealth management investment banking or asset management with exposure to investment strategy portfolio operations or business management

• Progress toward or completion of CFP MBA or equivalent advanced certification is a plus

• Familiarity with regulatory and compliance environment in wealth and asset management

Technical Skills:

• Advanced proficiency in MS PowerPoint and Excel (Power BI highly desirable) for data analysis modeling and preparing executive-level presentations. Must be comfortable quickly learning and utilizing new financial technology and digital platforms.

• Experience with CRM systems such as Microsoft Dynamics

• Experience with investment management software or digital strategy implementation projects preferred

Soft Skills:

• Strong analytical and problem-solving skills for strategic project execution

• Exceptional written and verbal communication skills

• Ability to manage and influence stakeholders across departments

• High level of professionalism ownership and initiative

• Comfortable working independently and managing dynamic priorities

This role requires three to four days in the office (either New York City or Radnor PA).

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

• Fiduciary Trust International LinkedIn Company Page

• The Story of Fiduciary Trust International

Compensation: Franklin Templeton offers employees a competitive and valuable range of total rewardsmonetary 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 $90k - $100k depending on level of relevant experience plus discretionary bonus.

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