Fiduciary Trust International is a wealth management firm founded in 1931 by families for families, with a singular focus on growing and protecting our clients' wealth through generations. We work closely with individuals, families and foundations to build and manage personalized investment portfolios, and to develop estate plans that extend wealth to future generations. And, we are part of Franklin Templeton, a global investment leader. That means we can combine a personalized experience with access to sophisticated research and investment solutions.

Fiduciary Trust International's Radnor, PA office, approximately 30 minutes outside of Philadelphia, is hiring a Senior Trust Officer to join our office of 60 investment and trust professionals. This position is eligible for a hybrid work schedule (partially remote).

• Serve as relationship manager for client relationships.

• Work in close coordination with Portfolio Managers to provide industry-leading client service and advice.

• Develop and nurture centers of influence including clients' accountants, attorneys, and other trusted advisors.

• Understanding of complex estate planning structures (GRATs, Private Foundations, Family Limited Partnerships, estates, etc.).

• Administer trust accounts while remaining current on relevant laws, issues, and topics.

• Oversee client requests including discretionary distributions, bill pay, asset transfers, gifts, contributions, acquisitions, and sales.

• Coordinate with tax department concerning client tax issues.

• Handle termination of trusts in coordination with our Trust Counsel, Investment Department, Tax Department, and other parties as necessary.

• Oversee the new account process from prospect to account funding including analyzing relevant documents to determine legal documentation required for compliance purposes.

• Participate in client financial planning process.

• Bachelor's degree required. JD or advanced degree preferred (Masters, MBA or LLM).

• CFP preferred

• CTFA optional

• 8+ years of Trust Administration experience

• Knowledge of Personal Trust Law and Administration

• Strong attention to detail with the ability to perform multiple tasks in a fast-paced environment

• Knowledge of trust accounting system, workflows, and best practices

• Strong Excel, Word, and PowerPoint skills

• Ability to exercise independent judgment consistent with department guidelines

• Ability to organize and prioritize responsibilities and tasks

Compensation Range: 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 FTI, 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 range between $150,000 - $180,000 plus opportunity to earn a bonus.

#LI-US

#Hybrid

In addition to the dynamic and professional environment at Franklin Templeton, we strive to ensure that our employees have access to a competitive and valuable set of -the mix of both monetary and non-monetary rewards provided to you in recognition for your time, talents, efforts, and results.

Highlights of our benefits include:

• Three weeks paid time off the first year
• Medical, dental and vision insurance
• 401(k) Retirement Plan with 85% company match on your pre-tax and/or Roth contributions, up to the IRS limits
• Employee Stock Investment Program
• Tuition Assistance Program
• Purchase of company funds with no sales charge
• Onsite fitness center and recreation center*
• Onsite cafeteria*

*Only applicable at certain locations

We believe that being a good corporate citizen is good business. To us, corporate citizenship means being accountable, serving our clients, being an employer of choice, managing our environmental impact, and . An emphasis on corporate citizenship is embedded in our culture and values, and is an important element of how we achieve success.

We are also committed to your learning and development with resources focused around Experience, Exposure, and Education, to help you achieve your professional development goals.

Franklin Templeton is an Equal Opportunity Employer. We are committed to equal employment opportunity for 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. We invite you to visit us at to learn more about our company, career opportunities and recruitment process.

Franklin Templeton is committed to fostering a environment. If you believe that you need an accommodation to search for, or apply for, one of our positions please send an email to . In your email, please include the accommodation you are requesting and the job title and 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 requests for accommodations will receive a response.