KeyBank
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Key Family Wealth Strategist
role at
KeyBank 3 months ago Be among the first 25 applicants Join to apply for the
Key Family Wealth Strategist
role at
KeyBank Location:
127 Public Square - Cleveland, Ohio 44114 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
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 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: 05/31/2025 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, disability or veteran status.
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. Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Finance and Sales Industries Banking Referrals increase your chances of interviewing at KeyBank by 2x Get notified about new Wealth Manager jobs in
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Key Family Wealth Strategist
role at
KeyBank 3 months ago Be among the first 25 applicants Join to apply for the
Key Family Wealth Strategist
role at
KeyBank Location:
127 Public Square - Cleveland, Ohio 44114 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
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 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: 05/31/2025 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, disability or veteran status.
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. Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Finance and Sales Industries Banking Referrals increase your chances of interviewing at KeyBank by 2x Get notified about new Wealth Manager jobs in
Chicago, IL . Greater Chicago Area $85,000.00-$125,000.00 4 days ago Chicago, IL $40,000.00-$65,000.00 1 week ago Skokie, IL $60,000.00-$85,000.00 4 days ago Chicago, IL $75,000.00-$110,000.00 1 week ago Northbrook, IL $130,000.00-$175,000.00 1 week ago Asset & Wealth Management, Private Wealth Management, Marketing and Client Engagement Team, US Client Events, Associate - Chicago
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Chicago, IL $400,000.00-$550,000.00 1 week ago Wheaton, IL $94,000.00-$163,000.00 12 hours ago Chicago, IL $90,000.00-$100,000.00 1 week ago Investment Executive (Financial Advisor) Downtown Chicago
Downers Grove, IL $125,000.00-$165,000.00 1 month ago Chicago, IL $130,000.00-$150,000.00 2 weeks ago J.P. Morgan Wealth Management – Private Client Advisor - Chicago Downtown
Asset & Wealth Management, Client Solutions Group, Regional Consultant, Associate - Chicago
Chicago, IL $75,000.00-$80,000.00 1 week ago J.P. Morgan Wealth Management National Branch Personal Advisor - Chicago
Asset & Wealth Management, Wealth Investment Solutions, Exchange Funds team, Vice President - Chicago
Relationship Manager I - Business Banking
Chicago, IL $66,000.00-$117,600.00 1 month ago Financial Advisor - Endowments and Foundations
Chicago, IL $100,000.00-$130,000.00 1 week ago Chicago, IL $125,000.00-$150,000.00 2 weeks ago Asset & Wealth Management, Strategic Marketing Manager, Vice President - Chicago
Chicago, IL $110,000.00-$230,000.00 3 days ago Chicago, IL $99,600.00-$169,200.00 1 week ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr