KeyCorp

4 days 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: 1 hour 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

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: 3.6

Website LinkedIn

Loading job details...

Preparing the role view and application actions.

KeyCorp

4 days 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: 1 hour agoStatus: Live

Job Summary

Location: Cleveland

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: 3.6

Website LinkedIn