What are the responsibilities and job description for the KPC Wealth Market Leader position at Key Investment Services, LLC?
Location:
714 Main Street - Vancouver, Washington 98660
ABOUT THE JOB:
The Wealth Market Leader is responsible for growing sales and assets within a defined territory through a team of Private Client Advisors. The Wealth Market Leader Position requires an aptitude for recruiting, training, coaching, development, and retention of sales staff. Development and maintenance of partner relationships is critical.
ESSENTIAL JOB FUNCTIONS:
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.
REQUIRED QUALIFICATIONS:
Minimum of 5 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.
COMPENSATION AND BENEFITS
This position is eligible to earn a base salary in the range of $160,000 to $185,000 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: 04/18/2025
KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.
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.
714 Main Street - Vancouver, Washington 98660
ABOUT THE JOB:
The Wealth Market Leader is responsible for growing sales and assets within a defined territory through a team of Private Client Advisors. The Wealth Market Leader Position requires an aptitude for recruiting, training, coaching, development, and retention of sales staff. Development and maintenance of partner relationships is critical.
ESSENTIAL JOB FUNCTIONS:
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.
REQUIRED QUALIFICATIONS:
Minimum of 5 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.
COMPENSATION AND BENEFITS
This position is eligible to earn a base salary in the range of $160,000 to $185,000 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: 04/18/2025
KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.
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.
Salary : $160,000 - $185,000
