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 diversified 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, you’ll get exposed to different cultures, people, and business development happening around the world.

Position Summary:

Fiduciary Trust International is hiring a Manager – Account Administration (Wealth Management) to join our NYC office located at One Madison Avenue. This position is eligible for a hybrid work schedule (partially remote).

The Manager - Account Administration is responsible for the effective and efficient delivery of account administration services.  Working in conjunction with other functional leaders, as well as team members in the various Regional Markets, the Manager oversees the firm’s administrative support function and leads a team of relationship associates and administrative assistants that provide support to client-facing teams and their clients. 

KEY RESPONSIBILITIES:

Manage Delivery of Administrative Support Services:

Oversee team’s delivery of all administrative services, including account opening and closing, cash movement, client presentation preparation, callbacks, account maintenance, document imaging and other aspects of administrative support

Troubleshoot and resolve issues presented in the course of account administration

Collaborate with other functional leaders to review and modernize existing administrative policies and procedures

Create business best practices

Develop a highly efficient and knowledgeable client service team:

Ensure team members have effective training and support to carry out their job functions in a timely and professional manner

Ensure team members understand and meet job expectations

Oversee structure and staffing, account assignments and workloads and allocate resources as needed to support client-facing teams and their clients

Partner with Regional Managing Directors and team leaders in performance management process, new hires and promotions

Risk Management & Compliance:

Ensure the effective and consistent implementation of policies and procedures

Serve on Firm Committees (GERC, Compliance, Unique Assets, etc.)

Oversee administrative review process for accounts other than trust and custody accounts

                                                                                                                                            

QUALIFICATIONS:

Bachelor’s Degree required; CTFA preferred

10+ years of experience in one or more of the following areas: wealth management, account administration, operations, and/or trust administration

Experience managing individual team members

Ability to travel to other FTI offices as needed

Learn more about FTI: Click link below to learn more about our Firm,

The Story of Fiduciary Trust International.

Along with base compensation, other compensation is offered such as a discretionary bonus, 401k plan, health insurance, and other perks. There are several factors taken into consideration in making compensation decisions including but not limited to location, job-related knowledge, skills, and experience. At Franklin Templeton, we apply a total reward philosophy where all aspects of compensation and benefits are taken into consideration in determining compensation. We expect the base salary for this position to be $120,000 - $160,000.

#LI-US

#Hybrid

Experience our welcoming culture and reach your professional and personal potential!

Our culture is shaped by our diverse global workforce and strongly held core values. Regardless of your interests, lifestyle, or background, there’s a place for you at Franklin Templeton. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life. 

By joining us, you will become part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. We understand that benefits are at the core of employee well-being and may vary depending on individual needs. Whether you need support for maintaining your physical and mental health, saving for life’s adventures, taking care of your family members, or making a positive impact in your community, we aim to have them covered.

Learn more about the wide range of benefits we offer at Franklin Templeton

*Most benefits vary by location. Ask your recruiter about benefits in your country.

Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and existing employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation. 

Franklin Templeton is committed to fostering a diverse and inclusive environment. If you believe that you need an accommodation or adjustment to search for or apply for one of our positions, please send an email to accommodations@franklintempleton.com. In your email, please include the accommodation or adjustment you are requesting, the job title, and the job number you are applying for. It may take up to three business days to receive a response to your request. Please note that only accommodation requests will receive a response.