Wealth Market Leader: Lead & Grow Private Clients

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

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