Key Family Wealth Strategist at KeyBank

Location:301 East Fourth Street - Cincinnati Ohio 45202JOB 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 FUNCTIONSAdvisory 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 clients 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 DirectorClient 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 generationREQUIRED QUALIFICATIONS Minimum of 10 years of advisory experience with ultra-high net worth individuals families and family offices required 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 expectationsPREFERRED QUALIFICATIONS JD CPA CFA CFP or Masters 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 groupsEQUIPMENT USED/PHYSICAL REQUIREMENTS Microsoft Office products and other computer applications and software (Word and Excel) Standard office equipmentTRAINING REQUIRED On the job and as required to maintain licenses and certificationsCOMPENSATION AND BENEFITSThis position is eligible to earn a base salary in the range of $160000.00 - $334000.00 annually. Placement within the pay range may differ based upon various factors including but not limited to skills experience and geographic location. Compensation for this role also includes eligibility for 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: 12/31/2025

KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race color religion sex sexual orientation gender identity national origin age genetic information pregnancy disability veteran status or any other characteristic protected by law.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 Key Skills Business Development,Estate Law,Sales Experience,Trusts,Wealth Management,Financial Services,Organizational skills,Investment Experience,Banking,Securities Law,Financial Planning,Wills Employment Type : Full-Time Experience: years Vacancy: 1 Yearly Salary Salary: 160000 - 334000