Wealth Market Leader | Private Client Growth & Team Coach

KeyBank

Bellevue (WA)

Hybrid

USD 112,000 - 210,000

Full time

14 days+

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Job summary

KeyBank is seeking a Wealth Market Leader in the Seattle area to drive growth in assets and sales by leading a team of Private Client Advisors. The role focuses on recruiting, training, coaching, and retaining top performers while building strong partnerships with Retail Bank Leaders, Business Banking, and investment teams.

You will set action plans, coach for referrals, deepen knowledge of investment services, and stay current on market trends.

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 and Microsoft Office.
Proven track record of recruiting, training, development, coaching and 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.
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.