Key Family Wealth Strategist

Key Family Wealth Strategist position at KeyBank, responsible for advising ultra-high net worth families with a net worth of greater than $25MM, developing and executing sales and service strategies, and leading the internal team to implement client strategies.

Requirements

• Senior level advisor with 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 positioning the team as the Trusted Advisors
• Develops a deep knowledge of our Family Wealth client’s entire financial and family situation
• 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

Benefits

• Base salary in the range of $160,000.00 - $334,000.00 annually
• Eligibility for incentive compensation subject to individual and company performance
• Eligibility for a list of benefits