KeyCorp

2 weeks ago

Senior Director of Family Wealth Consulting

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 19 hours agoStatus: Live

Job Summary

Lead advisory on the Family Wealth (BAS) team, introducing ultra-affluent prospects to business coaching and business transition planning solutions. Drive acquisition of new investment management relationships for Key Private Bank’s most affluent clients and multigenerational families. Serve as a strategy resource for complex pre- and post-liquidity tax, trust & estate, asset protection, and value-optimization opportunities while developing centers of influence and supporting Family Wealth Strategists on sales pursuits and book-of-business reviews.

Location: United States

Workplace: Hybrid

Employment Type: Full time

Job Function: Consulting & Advisory

Seniority: Director level

Key Responsibilities

•Develop, monitor, and provide subject matter expertise for Family Wealth investment management and transition (FW IM&T) pipeline across the footprint.
•Act as a strategy resource for external IM&T sales opportunities and deliver knowledge solutions where needed.
•Lead private business owner consulting engagements, including business value optimization, strategic option analysis, and pre-/post-liquidity tax and asset protection planning.
•Identify and triage business development and growth opportunities through materials that integrate the team’s best thinking.
•Represent the organization externally through print, interviews, and speaking at client and professional seminars while building centers of influence.

Pay and Benefits

Salary: USD 128,000 - 268,000 annually

Key Requirements

•10+ years of wealth management or advisory experience for ultra-high net worth individuals, families, and family offices.
•Deep knowledge of private business transition and transaction strategies, including value optimization through tax strategies.
•Experience integrating fiduciary wealth planning (trust, taxes, business succession/sale planning, estates, wealth transfer), investment acumen, and business development.
•Excellent interpersonal and communication skills across client and center-of-influence profiles, from C-level executives to younger generations.
•JD, CPA or CFA/CFP required.

Experience:10+ yearsWealth managementAdvisoryFamily officeUltra-high net worthInvestment managementPrivate business transition

Education:Professional (JD, MD, etc.)

Skills:Interpersonal skillsCommunicationRelationship buildingClient advisoryManagement

Certifications:JDCPACFACFP

Company Brief

KeyCorp

KeyCorp operates KeyBank, providing retail and commercial banking, lending, wealth management, and investment services to individuals, businesses, and institutions across the United States.

Industry: Banking

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: Cleveland, United States

Founded: 1849

Glassdoor: 3.6

Website LinkedIn

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KeyCorp

2 weeks ago

Senior Director of Family Wealth Consulting

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 19 hours agoStatus: Live

Job Summary

Location: United States

Workplace: Hybrid

Employment Type: Full time

Job Function: Consulting & Advisory

Seniority: Director level

Key Responsibilities

•Develop, monitor, and provide subject matter expertise for Family Wealth investment management and transition (FW IM&T) pipeline across the footprint.
•Act as a strategy resource for external IM&T sales opportunities and deliver knowledge solutions where needed.
•Lead private business owner consulting engagements, including business value optimization, strategic option analysis, and pre-/post-liquidity tax and asset protection planning.
•Identify and triage business development and growth opportunities through materials that integrate the team’s best thinking.
•Represent the organization externally through print, interviews, and speaking at client and professional seminars while building centers of influence.

Pay and Benefits

Salary: USD 128,000 - 268,000 annually

Key Requirements

•10+ years of wealth management or advisory experience for ultra-high net worth individuals, families, and family offices.
•Deep knowledge of private business transition and transaction strategies, including value optimization through tax strategies.
•Experience integrating fiduciary wealth planning (trust, taxes, business succession/sale planning, estates, wealth transfer), investment acumen, and business development.
•Excellent interpersonal and communication skills across client and center-of-influence profiles, from C-level executives to younger generations.
•JD, CPA or CFA/CFP required.

Experience:10+ yearsWealth managementAdvisoryFamily officeUltra-high net worthInvestment managementPrivate business transition

Education:Professional (JD, MD, etc.)

Skills:Interpersonal skillsCommunicationRelationship buildingClient advisoryManagement

Certifications:JDCPACFACFP

Company Brief

KeyCorp

KeyCorp operates KeyBank, providing retail and commercial banking, lending, wealth management, and investment services to individuals, businesses, and institutions across the United States.

Industry: Banking

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: Cleveland, United States

Founded: 1849

Glassdoor: 3.6

Website LinkedIn