Family Wealth Office Director

Location :

Do not wait to apply after reading this description a high application volume is expected for this opportunity.

1301 Avenue of the Americas - New York, New York 10019

The Family Office Director is a senior advisor that exclusively works with Ultra High Net Worth (UHNW) families with a net-worth of greater than $25MM. This role serves as the primary point of contact for UHNW families and manages the day to day services and team interactions. The role is responsible for the coordination and delivery of all family wealth services and ensures the client receives an industry leading family office experience.

The Family Office Director :

• Works with the Family Strategist to develop the annual client relationship plan and coordinates the entire team to ensure the execution of the plan
• Owns the execution of service strategy and overall client experience for UHNW families
• Owns the implementation of the Family Wealth onboarding plan
• Serves as the clients’ primary point of contact for all service related activities
• Manages and coordinates the activities of the service team including the Investment Consultant, Portfolio Manager, Fiduciary Director, Wealth Consultant, Regional Planning Strategist, and Relationship Manager
• Engages the family’s outside advisors
• Coordinates the client discovery conversations and establishes client goals in coordination with the Family Strategist
• Develops and maintains ongoing Wealth Issues Reviews and Wealth Roadmap for assigned clients
• Works with the Wealth Consultant and Regional Planning Strategist in building client financial plans
• Co-facilitates the Family Wealth Legacy Day’s and develops custom strategies to prepare the next generation
• Helps to structure and participates in clients’ annual family meetings
• Retains and deepens client relationships with high level personal attention
• Has a command of the Family Wealth value proposition and family office capabilities

ESSENTIAL JOB FUNCTIONS

Client Servicing and Retention

Advisory

Sales

COMPENSATION AND BENEFITS

This position is eligible to earn a base salary in the range of $160,000.00 to $300,000.00 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.

Job Posting Expiration Date : 12 / 09 / 2024

Equal Opportunity Employer

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.

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.

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Salary : $160,000 - $300,000