Director, Family Governance and Development Services

KeyCorp
Cleveland, Ohio
Workplace: HybridFull timeUSD 128,000 - 268,000 annuallyFunction: Executive & General ManagementExperience: 10+ yearsSkills: ["Facilitation","Communication","Influencing","Emotional intelligence","Conflict navigation"]

Lead family governance, legacy planning, philanthropic advisory, and family education for ultra-high-net-worth clients, serving as an enterprise subject matter expert on family dynamics and generational wealth strategies. Facilitate guided discovery, design governance structures, advise on complex family transitions, and partner across Family Wealth to deliver integrated solutions. Drive new client acquisition and deepen relationships through differentiated advisory capabilities, educating and coaching advisors while continuously enhancing service offerings.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
KeyCorp
KeyCorp
1 month ago

Director, Family Governance and Development Services

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 3 hours agoStatus: Live

Job Summary

Lead family governance, legacy planning, philanthropic advisory, and family education for ultra-high-net-worth clients, serving as an enterprise subject matter expert on family dynamics and generational wealth strategies. Facilitate guided discovery, design governance structures, advise on complex family transitions, and partner across Family Wealth to deliver integrated solutions. Drive new client acquisition and deepen relationships through differentiated advisory capabilities, educating and coaching advisors while continuously enhancing service offerings.
Location: Cleveland, Ohio
Workplace: Hybrid
Employment Type: Full time
Job Function: Executive & General Management
Seniority: Director level

Key Responsibilities

  • •Lead delivery of family governance, legacy planning, philanthropic advisory, and family education services for UHNW clients.
  • •Facilitate guided discovery and advise families on vision, values, long-term wealth objectives, and complex family dynamics.
  • •Design and implement governance structures, including family meetings, councils, and decision-making frameworks.
  • •Develop customized philanthropic strategies aligned to family values and impact goals.
  • •Drive new client acquisition and expand existing relationships while educating and coaching advisors on governance and philanthropic capabilities.
Travel: Low travel

Pay and Benefits

Salary: USD 128,000 - 268,000 annually

Key Requirements

  • •10 years of experience advising ultra-high-net-worth families and/or family offices.
  • •Deep expertise in family governance, family dynamics, legacy planning, and philanthropic strategy.
  • •Demonstrated success in business development, including attracting new client relationships and expanding existing engagements.
  • •Strong facilitation, communication, and influencing skills across diverse stakeholders.
  • •Experience advising highly complex families with significant interpersonal and governance challenges.
Experience:10+ years
Skills:FacilitationCommunicationInfluencingEmotional intelligenceConflict navigation
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
Glassdoor: 3.6
WebsiteLinkedIn