Business Development Associate

Job description

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 is owned by Franklin Templeton, a forward-thinking asset manager that has built its success through powerful partnerships. We leverage cutting-edge strategies and deep insights to unlock opportunities for long-term wealth creation.

Our talented, global teams bring expertise that is both broad and unique. Business Development Associate The Business Development Associate leads and coordinates the firm’s Request for Proposal (RFP) and Request for Information (RFI) process in support of business development opportunities across all markets. The role serves as the central liaison among Sales, Marketing, subject matter experts in Finance, Operations, Investments, Trust, and Franklin Templeton partners to deliver timely, accurate, compliant, and high-quality RFP submissions.

This position is responsible for maintaining proposal governance, improving response consistency, managing the firm’s Loopio content platform, and advancing best practices to strengthen proposal quality, operational efficiency, risk management, and win rates.

Responsibilities

Proposal Management & Coordination: Oversee the proposal process, including intake, stakeholder coordination, and content development. Collaborate with Sales Directors, Front Office Professionals, and Leadership to support RFP opportunities. Ensure proposal processes, timelines, and governance standards are applied consistently across markets. Coordinate proposal responses with SMEs across Finance, Investments, Trust, and Franklin Templeton resources.

Define roles, deadlines, and accountability throughout the RFP lifecycle.

Content Management & Governance

Oversee the development and maintenance of the firm’s proposal content library in Loopio. Work with SMEs to develop, improve, and standardize proposal content. Keep firm data, investment information, fiduciary capabilities, biographies, and corporate messaging current. Manage regular content reviews and governance cycles to maintain content integrity and regulatory compliance. Identify content gaps and implement enhancements to reduce response time.

Sales Enablement & Best Practices

Promote consistent RFP messaging, positioning, and firm differentiation across markets. Create proposal best practices, templates, and workflow standards. Assist market teams with strategy discussions and proposal reviews. Monitor proposal activity, turnaround times, and win/loss outcomes.

Technology & Vendor Management

Act as the primary business owner for the firm’s Loopio platform. Partner with Loopio to support platform enhancements, training, and best practices. Manage system configuration, permissions, and annual licensing needs. Identify opportunities to use automation and AI tools to improve proposal quality and efficiency. Drive user adoption, training, and change management for proposal technology.

Qualifications

Education & Experience:

• Bachelor’s degree in marketing, communications, finance, or a related field
• 5+ years of experience in proposal management, RFP development, business development, sales enablement, marketing, or a related function Experience within wealth management, financial services, or other regulated industry preferred Experience managing complex, deadline-driven proposals involving multiple stakeholders and subject matter experts Experience with Loopio or comparable RFP / proposal management platform preferred Preferred Skills: Strong project management and organizational skills Experience managing RFPs and complex proposal processes
• Excellent written and verbal communication skills along with editing, and content development capabilities
• Knowledge of investment, trust, estate, and wealth management solutions
• Strong attention to detail, accuracy, and quality control
• Ability to coordinate multiple stakeholders and manage competing deadlines Experience with content governance and process improvement
• Proficiency in Loopio or similar proposal platforms, and AI-enabled tools Learn More: Click below to learn more about Fiduciary Trust International – The Story of Fiduciary Trust International Compensation : FTI 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 annual base salary for this position to range between $85,000 - $95,000 depending on level of relevant experience, plus discretionary bonus. #LI-US #Hybrid 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.

Artificial intelligence or automated tools may be used to assist in the screening, assessment, or selection of applicants for this position.