Investment associate office

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, you’ll 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 firm’s 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

• Bachelor's degree in Finance, Economics, Business Administration, or related quantitative field
• 2–5 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 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 $90k - $100k, depending on level of relevant experience, plus discretionary bonus.

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

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 [email protected]. 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.