Key Private Client Wealth Market Leader

KeyBank; Tacoma (WA); On-site; USD 112,000 - 210,000; Full time

Job summary

KeyBank seeks a Wealth Market Leader to grow sales and assets through a team of Private Client Advisors across a defined territory. You will recruit, train, coach, and retain high-performing staff, while developing important relationships with Retail Bank Leaders, Business Banking, and internal departments to drive referrals and cross-sell investment solutions.

The role emphasizes coaching to expand advisor books, staying current on market trends and products, and leading the team to achieve

Qualifications

• 5–10 years industry sales management experience; bachelor’s degree preferred.
• Series 7, 24 and 66; Life & Health Insurance licenses (Required).
• Ability to use standard office equipment, proprietary financial services systems, Microsoft Office.
• Motivate others and influence performance results.
• Broad knowledge of characteristics and needs of clients and partners within the bank- based investment market space.
• Demonstrated ability to sell products and services to investment clients, evidence of strong sales results.
• Proven track record of successful recruiting, training, development, coaching and overall management.

Responsibilities

• Annually attain a Sales Volume Goal; this is accomplished through the sales practices of Private Client Advisors and Private Client Bankers (licensed branch employees).
• Ensure goal attainment via training, coaching, and development of all producers for goals-based planning, profiling, product selection and securing the business; management and delivery of products across the investment platform.
• Develop action plans for direct reports and for assigned territory.
• Coach Private Client Advisors to grow their books of business, with a focus on advice and planning within the Mass Affluent client segment, lead lists, and closing on referrals.
• Develop a complete understanding of Key Investment Services solutions to support cross- selling opportunities and learn the core bank products to coach to referrals back to the Retail Bank.
• Coach Private Client Advisors to engage licensed and non-licensed branch personnel to identify investment referral opportunities from new and existing bank client base.
• Keep abreast of bank- based investment industry trends and product offerings, the securities markets, and participate in ongoing education to learn about products applicable to the bank- based market space.
• Attend training where appropriate.

Skills

Sales leadership

Coaching & development

Relationship management

Motivation & performance

Education

Bachelor's degree (preferred)

Tools

Microsoft Office

Proprietary financial systems

Job description

Location: 1301 5th Avenue, Seattle Washington

ABOUT THE JOB:

The Wealth Market Leader is responsible for growing sales and assets within a defined territory through a team of Private Client Advisors. The Wealth Market Leader Position requires an aptitude for recruiting, training, coaching, development, and retention of sales staff. Development and maintenance of partner relationships is critical.

ESSENTIAL JOB FUNCTIONS:

• Annually attain a Sales Volume Goal; this is accomplished through the sales practices of Private Client Advisors and Private Client Bankers (licensed branch employees).
• Ensure goal attainment via training, coaching, and development of all producers for goals-based planning, profiling, product selection and securing the business; management and delivery of products across the investment platform.
• Responsible for the initial and subsequent development of important relationships (being and active partner) including but not limited to:
  • Retail Bank Leaders
  • Retail Branch Employees and partners
  • Business Banking
  • Internal departments such as Investment Program Administration, Marketing, and others
• Develop action plans for direct reports and for assigned territory.
• Coach Private Client Advisors to grow their books of business, with a focus on advice and planning within the Mass Affluent client segment, lead lists, and closing on referrals.
• Develop a complete understanding of Key Investment Services solutions to support cross- selling opportunities and learn the core bank products to coach to referrals back to the Retail Bank.
• Coach Private Client Advisors to engage licensed and non-licensed branch personnel to identify investment referral opportunities from new and existing bank client base.
• Keep abreast of bank- based investment industry trends and product offerings, the securities markets, and participate in ongoing education to learn about products applicable to the bank- based market space.
• Attend training where appropriate.

REQUIRED QUALIFICATIONS:

• Minimum 5-10 years industry sales management experience; bachelor's degree preferred.
• Series 7, 24 and 66; Life & Health Insurance licenses (Required).
• Ability to use standard office equipment, proprietary financial services systems, Microsoft Office.
• Motivate others and influence performance results.
• Broad knowledge of characteristics and needs of clients and partners within the bank- based investment market space.
• Demonstrated ability to sell products and services to investment clients, evidence of strong sales results.
• Proven track record of successful recruiting, training, development, coaching and overall management.

COMPENSATION AND BENEFITS

This position is eligible to earn a base salary in the range of $112,000.00 - $210,000.00 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 which may include production, commission, and/or discretionary incentives.

This position is eligible to earn a base salary in the range of $160,000 to $185,000 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.

Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.

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 [e-mail].

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