Los Angeles, California, United States · Hybrid
$180k–$225k/yr
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…
Skills: Business development, Wealth management, Investment management, Sales, Trust and estate planning
Los Angeles, California, United States · On-site
$115k–$189k/yr
The Director of Quality and Outcomes Management is responsible for supporting the design and implementation of evidence based clinical processes with high reliability. The Director oversees the Department's use of clinic…
Skills: Quality Improvement, Clinical Operations, Healthcare Analytics, Lean Management, Performance Monitoring
Los Angeles, California, United States · On-site
$100k–$150k/yr
Who We Are: ExtensisHR, one of the largest Professional Employer Organizations (PEOs) in the U.S. with client employees in all fifty states, is looking for talented people to join our team. If you want to contribute your…
Skills: Strategic sales, Channel sales, Relationship building, Business development, Communication
Los Angeles, California, United States · Hybrid
$66k–$80k/yr
Job Description Who We Are Horizon Media, founded in 1989 by Bill Koenigsberg, is recognized as one of the most innovative marketing and advertising firms. We are headquartered in New York City, with offices in Los Angel…
Skills: Media planning, Strategic planning, Account management, Budget maintenance, Consumer research
Los Angeles, California, United States · On-site
The Opportunity Armanino is proud to be Among the top 20 Largest Firms in the Nation and one of the Best Places to Work. We have a community of resources that are ready and willing to support your ideas, build your skill…
Skills: Tax return preparation, Corporate tax, Partnership tax, Trust tax, Individual tax
Los Angeles, California, United States · Remote OK
$180k–$230k/yr
Laurel is on a mission to return time. As the leading AI Time platform for professional services firms, we’re transforming how organizations capture, analyze, and optimize their most valuable resource: time. Our propriet…
Skills: TypeScript, API Development, Cloud Infrastructure, Data Pipelines, LLMs
Los Angeles, California, United States · Remote OK
$35/hr–$45/hr
The Role Wolf is looking for a Partnerships & Business Operations Manager to help turn important partnerships and company initiatives into products and experiences people can actually play. Signing a partnership is only …
Skills: Project management, Business operations, Cross-functional coordination, Strategic planning, Stakeholder management
Los Angeles, California, United States · On-site
$95k–$125k/yr
Major Accounts Manager, CoStar Data & Analytics - West Coast <br> Job Description <br> Who is CoStar Group? CoStar Group is a leading global provider of commercial and residential real estate information, analytics, and …
Skills: B2B sales, Account management, Commercial real estate, Strategic planning, Data analysis
Los Angeles, California, United States · On-site
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The Director of Quality and Outcomes Management is responsible for supporting the design and implementation of evidence based clinical processes with high reliability. The Director oversees the Department's use of clinic…
Skills: Quality Improvement, Healthcare Analytics, Clinical Process Design, Lean Management, Performance Monitoring
Los Angeles, California, United States · On-site
$138k–$228k/yr
The Program Director leads improvement efforts across the service area operations to accomplish measurable business process improvements and objectives. This position may manage multiple project initiatives and will deve…
Skills: Program management, Strategic planning, Operational transformation, Data analytics, Performance dashboards
Irvine, California, United States · Hybrid
$87k–$108k/yr
Ready to take your expertise to the next level? Join ERM, the world’s leading sustainability consultancy, and help shape the future of environmental compliance for some of the most innovative companies in Technology, Med…
Skills: Air quality compliance, Environmental engineering, Permitting, Regulatory compliance, Emission inventories
Los Angeles, California, United States · On-site
$138k–$228k/yr
The Program Director leads improvement efforts across the service area operations to accomplish measurable business process improvements and objectives. This position may manage multiple project initiatives and will deve…
Skills: Program management, Strategic planning, Operational transformation, Data analytics, Performance dashboards
Phoenix, Arizona, United States · Remote OK
$90k–$125k/yr
Overview NV5 is a leading provider of compliance, technology, and engineering consulting solutions. As part of the Technology & Acoustics group, services include planning and design in a wide range of specialty areas inc…
Skills: Architectural acoustics, Sound isolation, Noise control, Vibration control, Environmental acoustics
Phoenix, Arizona, United States · Remote OK
$90k–$125k/yr
Overview NV5 is a leading provider of compliance, technology, and engineering consulting solutions. As part of the Technology & Acoustics group, services include planning and design in a wide range of specialty areas inc…
Skills: Architectural acoustics, Sound isolation, Noise control, Vibration control, Acoustic modeling
Los Angeles, California, United States · On-site
$140k–$160k/yr
KDG Construction Consulting is seeking a highly motivated Electrical/IT Inspector to provide quality assurance and construction inspection services for large-scale building and infrastructure projects. This position is r…
Skills: Electrical inspection, IT infrastructure inspection, Construction quality assurance, NFPA 70, NFPA 70E
Los Angeles, California, United States · On-site
$53k–$88k/yr
Job Description Take Your Environmental Career to the Next Level Kleinfelder, a Forbes' Top Employer for Engineers in North America, is committed to a people-first culture, technical excellence, and creating opportunitie…
Skills: AST/UST compliance, Environmental permitting, Site characterization, Hydrogeology, Regulatory compliance
Los Angeles, California, United States · Hybrid
$145k–$215k/yr
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our cl…
Skills: Client Experience, Branding, Customer Focus, Loan Structuring, Client Management
Los Angeles, California, United States · On-site
$123k–$179k/yr
Meta is seeking a Product Operations Manager to join our Product Operations Foundations team and drive model quality across all Meta surfaces. We are in the middle of a transformation, becoming an AI-driven, IC-led organ…
Skills: Product Operations, Model Quality, AI/ML, SQL, Data Analysis
Los Angeles, California, United States · Remote OK
$65/hr–$75/hr
NPC is seeking a Senior Enterprise Architect to support complex technology and business transformation initiatives within a large public-sector environment. The Senior Enterprise Architect will apply enterprise architect…
Skills: Enterprise Architecture, Solution Architecture, Systems Integration, Business Process Improvement, Requirements Analysis
Los Angeles, California, United States · On-site
$155k–$175k/yr
Over the last 20 years, Ares’ success has been driven by our people and our culture. Today, our team is guided by our core values – Collaborative, Responsible, Entrepreneurial, Self-Aware, Trustworthy – and our purpose t…
Skills: Financial Underwriting, Real Estate Analysis, Due Diligence, Asset Management, Excel
Los Angeles, California, United States • Hybrid
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The Wealth Director is responsible for securing new business from high-net-worth individuals and families while leading segment strategies for the Los Angeles market. They will maintain active contact with referral sources and existing clients to identify and execute new investment, trust, and estate planning opportunities.
Candidates must have 8-10 years of experience in financial services with a proven track record in sales and servicing high-net-worth clients. Strong knowledge of investment disciplines, trust and estate topics, and excellent communication skills are required, with a CFP designation considered a plus.
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. 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 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, you’ll get exposed to different cultures, people, and business development happening around the world.
Fiduciary Trust International is hiring an experienced Wealth Director (Business Development Officer) to cover the Southern California region, including Los Angeles. Wealth Directors are responsible for securing new business from high-net-worth individuals, families, and related institutions. The role primarily focuses on investment management opportunities, but also includes trust, estate, tax, family office, and related custody opportunities. A large degree of daily discretion and latitude is required to meet and interact with prospective clients and their advisors.
The Wealth Director should be well versed in a range of investment disciplines and trust and estate topics. Candidates must convey a consultative approach to sales while displaying knowledge to referral source relationships and prospective clients to become worthy of their confidence and trust.
Pursue prospective new business situations with high-net-worth individuals and families;
Lead segment new business strategies for the Los Angeles market;
Maintain active contact with known referral source relationships and prospective clients;
Maintain contact with existing clients to identify where additional opportunities may exist for the firm to market its services;
Coordinate presentations of the firm’s capabilities to prospective clients and their advisors (e.g. lawyers, accountants, consultants);
Contribute to the development and enhancement of prospect presentations and on-going marketing material;
Participate in the development of new ideas, planning and execution of HNW business development issues with senior management;
Participate in conferences, seminars, and other gatherings attended by existing and potential referral sources and prospective clients;
Manage new clients from prospecting stage to onboarding
8-10 years' experience in financial services with experience servicing high net worth individuals, families, and their advisors.
Proven sales success servicing HNW individuals and institutions.
Experience selling directed trust, estate settlement, and custody a plus.
Experience in marketing traditional and sophisticated financial products.
Knowledge of various asset classes and investment management styles, asset allocation techniques, investment products, family office, OCIO and trust & estate management tools.
Highly motivated and self-starter capable of initiating and cultivating new client relationships.
Strong oral and written communication skills, for effective technical and interpersonal interaction with clients, intermediaries, and colleagues.
CFP designation a plus.
Community engagement (boards/volunteerism) preferred.
Learn More: Click below to learn more about Fiduciary Trust International –
Compensation: Franklin Templeton offers employees a competitive and valuable range of total rewards—monetary 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 $180K - $225K, depending on level of relevant experience, plus incentives.
Key words: Sales Director, Business Development, Private Wealth Management, Wealth Director, Managing Director, Wealth Advisor, CFP, CTFA, Trust and Estate
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#Hybrid
Our culture is shaped by the variety of perspectives and experiences brought by talent from around the world. 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 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.
If you believe that you need an accommodation or adjustment, due to a medical condition or disability, 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 of the position 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.
Artificial intelligence or automated tools may be used to assist in the screening, assessment, or selection of applicants for this position.
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Franklin Resources, Inc. [NYSE:BEN] is a global investment management organization with subsidiaries operating as Franklin Templeton (www.franklinresources.com). The products, services, information and materials referenced in this site may not be available to residents in certain jurisdictions. Consult with an investment professional or contact your local Franklin Templeton office for more information. This site and the information contained herein is not intended to constitute an offer to sell or an invitation or solicitation of an offer to buy any product or service by Franklin Templeton. Nothing in this website should be construed as investment, tax, legal or other advice. All investments involve risks, including potential loss of principal. LinkedIn is owned by a third party unaffiliated with us. We are not responsible for LinkedIn’s privacy, security, or terms of use policies that control this service, nor their content, software, or tools (or those of any third party’s) that are available through links from this page. You use any third-party site/media, software and materials at your own risk. US readers: View our Terms and Conditions at: https://www.franklinresources.com/resources/social ©Franklin Templeton. All rights reserved.
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