Key Family Wealth Strategist
Apply NowCompany: KeyBank
Location: Cleveland, OH 44130
Description:
Location:
127 Public Square - Cleveland, Ohio 44114
JOB BRIEF (PURPOSE)
Senior advisor that exclusively works with UHNW families with a net-worth of greater than $25MM
Serves as the primary point of contact for internal and external referrals for FW prospects
Has a command of the Family Wealth value proposition and family office capabilities
Responsible for revenue growth on the relationship
Responsible for developing, documenting and executing on comprehensive sales and service strategy for uhnw families including the next gen
Responsible for the implementation of the targeted Family Wealth onboarding plan
Responsible for engaging senior leadership on the relationship
Leads the internal team and works closely with the Family Office Director to implement the client strategy
Is an astute and savvy competitor maintaining knowledge of strengths and weaknesses and product offerings and pricing of the competition.
ESSENTIAL JOB FUNCTIONS
Advisory
Senior level advisor who has significant depth, breadth, and experience to effectively serve as the lead advisor for a large and complex UHNW family
Establishes deep trust and confidence with Family Wealth clients while to position the team as the Trusted Advisors.
Develops a deep knowledge of our Family Wealth client's entire financial and family situation.
Sales
Serves as the primary point of contact for new referrals
Develops internal and external relationships to generate new opportunities
Participates in professional associations and events to demonstrate professional credibility and to develop and expand COI relationships
Orchestrates and drives the overall sales process with a new prospect
Accountable for revenue growth and sales on the relationship
Works closely with the Family Office Director to identify and prioritize opportunities to deepen relationships
Leads the onboarding process for new families in partnership with the Family Office Director
Client Service and Retention
Responsible for the overall execution of the client experience
Responsible for the development and documentation of the client strategy
Partners closely with the Family Office Director to provide the level of service clients expect from Key Family Wealth.
Responsible for retaining and deepening relationships including the development of the next generation
REQUIRED QUALIFICATIONS
Ten plus years of advisory experience with ultra-high net worth individuals, families and family offices
Graduate degree in business related field or equivalent experience
Depth and breadth of knowledge of tax, investments, and estate planning strategies for uhnw families
Excellent interpersonal and communications skills (both written and verbal) on full spectrum of client and COI profiles - from enteprunurial business owners to C-level executives to younger generations
Demonstrated dedicated commitment and proven track record in cultivating existing client relationships with a view toward revenue enhancement and profitability
Recognition as a Trusted Advisor with experience working directly with high net worth or high profile individuals
Expert management skills in fostering, facilitating and delivering on the ultra-high net worth market expectations
PREFERRED QUALIFICATIONS
JD, CPA, CFA, CFP or Master's Degree
Demonstrated new business accomplishments in ultra-high net worth market
Prior experience as author of published industry articles
Experience as subject-matter-expert to in-house and industry groups
EQUIPMENT USED/PHYSICAL REQUIREMENTS
Microsoft Office products and other computer applications and software (Word and Excel)
Standard office equipment
TRAINING REQUIRED
On the job and as required to maintain licenses and certifications
COMPENSATION AND BENEFITS
This position is eligible to earn a base salary in the range of $160,000.00 to $330,000.00 annually depending on location and job-related factors such as level of experience. Compensation for this role also includes eligibility for short-term incentive compensation and deferred incentive compensation subject to individual and company performance.
Please click here for a list of benefits for which this position is eligible.
Job Posting Expiration Date: 05/02/2025
KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to building a diverse, equitable and inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or other protected category.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.
127 Public Square - Cleveland, Ohio 44114
JOB BRIEF (PURPOSE)
Senior advisor that exclusively works with UHNW families with a net-worth of greater than $25MM
Serves as the primary point of contact for internal and external referrals for FW prospects
Has a command of the Family Wealth value proposition and family office capabilities
Responsible for revenue growth on the relationship
Responsible for developing, documenting and executing on comprehensive sales and service strategy for uhnw families including the next gen
Responsible for the implementation of the targeted Family Wealth onboarding plan
Responsible for engaging senior leadership on the relationship
Leads the internal team and works closely with the Family Office Director to implement the client strategy
Is an astute and savvy competitor maintaining knowledge of strengths and weaknesses and product offerings and pricing of the competition.
ESSENTIAL JOB FUNCTIONS
Advisory
Senior level advisor who has significant depth, breadth, and experience to effectively serve as the lead advisor for a large and complex UHNW family
Establishes deep trust and confidence with Family Wealth clients while to position the team as the Trusted Advisors.
Develops a deep knowledge of our Family Wealth client's entire financial and family situation.
Sales
Serves as the primary point of contact for new referrals
Develops internal and external relationships to generate new opportunities
Participates in professional associations and events to demonstrate professional credibility and to develop and expand COI relationships
Orchestrates and drives the overall sales process with a new prospect
Accountable for revenue growth and sales on the relationship
Works closely with the Family Office Director to identify and prioritize opportunities to deepen relationships
Leads the onboarding process for new families in partnership with the Family Office Director
Client Service and Retention
Responsible for the overall execution of the client experience
Responsible for the development and documentation of the client strategy
Partners closely with the Family Office Director to provide the level of service clients expect from Key Family Wealth.
Responsible for retaining and deepening relationships including the development of the next generation
REQUIRED QUALIFICATIONS
Ten plus years of advisory experience with ultra-high net worth individuals, families and family offices
Graduate degree in business related field or equivalent experience
Depth and breadth of knowledge of tax, investments, and estate planning strategies for uhnw families
Excellent interpersonal and communications skills (both written and verbal) on full spectrum of client and COI profiles - from enteprunurial business owners to C-level executives to younger generations
Demonstrated dedicated commitment and proven track record in cultivating existing client relationships with a view toward revenue enhancement and profitability
Recognition as a Trusted Advisor with experience working directly with high net worth or high profile individuals
Expert management skills in fostering, facilitating and delivering on the ultra-high net worth market expectations
PREFERRED QUALIFICATIONS
JD, CPA, CFA, CFP or Master's Degree
Demonstrated new business accomplishments in ultra-high net worth market
Prior experience as author of published industry articles
Experience as subject-matter-expert to in-house and industry groups
EQUIPMENT USED/PHYSICAL REQUIREMENTS
Microsoft Office products and other computer applications and software (Word and Excel)
Standard office equipment
TRAINING REQUIRED
On the job and as required to maintain licenses and certifications
COMPENSATION AND BENEFITS
This position is eligible to earn a base salary in the range of $160,000.00 to $330,000.00 annually depending on location and job-related factors such as level of experience. Compensation for this role also includes eligibility for short-term incentive compensation and deferred incentive compensation subject to individual and company performance.
Please click here for a list of benefits for which this position is eligible.
Job Posting Expiration Date: 05/02/2025
KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to building a diverse, equitable and inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or other protected category.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.