Wealth Market Leader — Private Client Growth & Coaching

KeyCorp

Seattle (WA)

Hybrid

USD 112,000 - 210,000

Full time

14 days+

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Benefits offered by this job

Hybrid work model

Incentive compensation

Job summary

KeyBank in Seattle seeks a Wealth Market Leader to drive growth in sales and assets within a defined territory through a team of Private Client Advisors. The role requires recruiting, training, coaching and retention of staff, plus development and maintenance of partner relationships across Retail, Business Banking and Investment Program Administration.

You will coach Private Client Advisors to expand their books in the Mass Affluent segment, deepen cross‑selling of Key Investment Services, and

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 bank-based investment market client needs and products.
Proven track record of recruiting, training, development, coaching and management.

Responsibilities

Annually attain a Sales Volume Goal via Private Client Advisors and Bankers.
Train, coach and develop producers for goals-based planning and product selection.
Develop relationships with Retail Bank Leaders, branches and Business Banking partners.
Coach Advisors to grow books of business, focusing on Mass Affluent clients and referrals.
Understand Key Investment Services solutions to support cross-selling and referrals.
Engage licensed and non-licensed staff to identify investment referral opportunities.
Stay current on investment industry trends and product offerings; participate in ongoing education.