Senior Director of Family Wealth Consulting

KeyCorp
New York
Workplace: HybridFull timeUSD 128,000 - 268,000 annuallyFunction: Consulting & AdvisoryExperience: 10+ yearsEducation: professionalSkills: ["Interpersonal skills","Communication","Relationship building","Client advisory","Management"]

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.

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FursaFursa
KeyCorp
KeyCorp
2 months ago

Senior Director of Family Wealth Consulting

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Last checked: 3 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: New York
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
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Glassdoor: 3.6
WebsiteLinkedIn