Demo

Sr. Wealth Enablement Development Consultant

Key Bank
Portland, OR Full Time
POSTED ON 1/16/2025
AVAILABLE BEFORE 4/13/2025

Location : 4900 Tiedeman Road - Brooklyn, Ohio 44144-2302Job SummaryAs a member of the Wealth Field Enablement organization, the Senior Development Consultant is responsible for working with Wealth Management leadership to identify employee skill gaps and development needs, create development strategies, build content and deliver to the field organizations. The Consultant will work in partnership with Enterprise Learning and Development, Key partners and channels, and third-party organizations to create training curriculum from scratch that will enable employees to meet their individual performance objectives and contribute to a growing Wealth Management business.ResponsibilitiesCollaborate regularly with Wealth leaders to identify employee development needs, skill gaps and training needs within each job family.Develop a talent development strategy to close agreed upon skill gaps and further enable teams to meet sales and client relationship objectives. Own initiatives from start to finish – ideation, development, execution, and follow up to measure success.Develop training curriculum from scratch and adjust existing curriculum to keep relevant with business needs, partnering with Key’s Enterprise Learning and Development Team, internal subject matter experts, and third-party organizations as applicable.Facilitate in-person and / or virtual Instructor Led training, executing with a professional level of communication. Provide coaching to individuals and groups including salespeople, specialists and leaders.Design, coordinate and manage the onboarding processes ensuring a consistent and thorough onboarding experience for new hires.Responsible for end-to-end creation, execution, and management of training programs for various roles across the organization.Demonstrate knowledge of and remain current and up to date on changes to KeyBank Wealth Management products, services and systems. Maintain knowledge of industry compliance standard rules and regulations.Research industry and societal trends to develop new go-to-market strategies and up skill talent. Curate and deliver out of the box solutions to problems, skill gaps, areas of opportunity, weaknesses and concerns.Foster a positive, professional, and collaborative work environment. Influences and supports change.Performs other duties as assigned; duties, responsibilities and / or activities may change or new ones may be assigned at any time with or without notice.Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients and Key.Education QualificationsBachelor's Degree or equivalent experience (required)Experience Qualifications7 years experience in talent development, consulting, sales, or client service coaching (required)Tactical SkillsDriven by helping others be the best version of themselves and achieve success.Knowledgeable of the wealth management business.Excellent active listener with the ability to coach others. Able to ask deep discovery questions and build trust quickly.Problem solver and has the ability to motivate others in challenging situations. Culture advocate and carrier.Confident at public speaking, and ability to command a room. Experienced in facilitating both individual sessions and group workshops – both transactional and transformational.Ability to work independently with little management oversight. Proactively meets deadlines with the ability to execute multiple projects confidently and with high quality work.Experienced with rapid quality note taking, and the ability to distill notes and communicate themes effectively.Ability to confidently write and edit copy and design training materials.Lifelong learner.Core CompetenciesAll KeyBank employees are expected to demonstrate Key’s Values and sustain proficiency in identified Leadership Competencies.Physical DemandsGeneral Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC / laptop, occasional lifting / pushing / pulling of backpacks, computer bags up to 10 lbs.TravelOccasional travel to include overnight stay.Driving RequirementsAbility to occasionally operate a motor vehicle with a valid driver's license.COMPENSATION AND BENEFITSThis position is eligible to earn a base salary in the range of $85,000 to $130,000 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.Please click here for a list of benefits for which this position is eligible.Job Posting Expiration Date : 01 / 10 / 2025KeyCorp 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.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 HR_Compliance@keybank.com .#J-18808-Ljbffr

Salary : $85,000 - $130,000

If your compensation planning software is too rigid to deploy winning incentive strategies, it’s time to find an adaptable solution. Compensation Planning
Enhance your organization's compensation strategy with salary data sets that HR and team managers can use to pay your staff right. Surveys & Data Sets

What is the career path for a Sr. Wealth Enablement Development Consultant?

Sign up to receive alerts about other jobs on the Sr. Wealth Enablement Development Consultant career path by checking the boxes next to the positions that interest you.
Income Estimation: 
$128,536 - $205,780
Income Estimation: 
$201,260 - $351,109
Income Estimation: 
$94,855 - $123,042
Income Estimation: 
$119,865 - $157,187
Income Estimation: 
$60,306 - $77,983
Income Estimation: 
$75,209 - $96,589
Income Estimation: 
$75,209 - $96,589
Income Estimation: 
$94,855 - $123,042
Income Estimation: 
$119,865 - $157,187
Income Estimation: 
$159,055 - $216,833
View Core, Job Family, and Industry Job Skills and Competency Data for more than 15,000 Job Titles Skills Library

Job openings at Key Bank

Key Bank
Hired Organization Address Juneau, AK Full Time
Location : 8800 Glacier Highway - Juneau, Alaska 99803-4479 Job Summary Be a problem solver, trusted advisor, and partne...
Key Bank
Hired Organization Address Cleveland, OH Full Time
Location : 726 Exchange Street - Buffalo, New York 14210 ABOUT THE JOB Senior Credit Officers (SCOs) are located in one ...
Key Bank
Hired Organization Address Albany, NY Full Time
Location : 66 South Pearl Street - Albany, New York 12207 Job Description Preview Job Summary Serves as the Relationship...
Key Bank
Hired Organization Address New York, NY Full Time
Location : 1301 Avenue of the Americas - New York, New York 10019 ABOUT KEY : Cleveland-based KeyCorp is one of the nati...

Not the job you're looking for? Here are some other Sr. Wealth Enablement Development Consultant jobs in the Portland, OR area that may be a better fit.

Financial Consultant

Ironclad Wealth Partners, Hillsboro, OR

Financial Consultant

Ironclad Wealth Partners, Gresham, OR

AI Assistant is available now!

Feel free to start your new journey!