Senior Director of Family Wealth Consulting

Lead the BAS team as a strategy advisor for Family Wealth prospects within Key Private Bank. Drive acquisition of new investment management relationships for ultra-affluent, multigenerational families by providing business transition, value accretion, and pre-transition tax and estate planning expertise. Own pipeline and prospecting efforts, differentiate the Family Wealth value proposition, collaborate with Family Wealth and other Key lines of business, and represent the organization through thought leadership and client/professional events.