Full job description Location:
101 University - Denver, Colorado 80206 JOB BRIEF (PURPOSE)
**Position can sit in Denver, CO, Salt Lake City , UT or Boise, ID**
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
Ten plus years of advisory experience with ultra high net worth individuals, families and family offices 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
Key has implemented a role-based Mobile by Design approach to our employee workspaces, dedicating space to those whose roles require specific workspaces, while providing flexible options for roles which are less dependent on assigned workspaces and can be performed effectively in a mobile environment. As a result, this role may be mobile or home based, which means you may work either at a home office or in a Key facility to perform your job duties.
This position is eligible to earn a base salary in the range of $150,000 to $200,000 annually depending on 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. Please click here
for a list of benefits for which this position is eligible. Job Posting Expiration Date: 06/20/2024 KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to building a diverse, equitable and inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or other protected category.
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