Key Family Wealth Strategist

Profile

Location:

1301 5th Avenue - Seattle, Washington 98101

JOB BRIEF (PURPOSE)

* Senior advisor that exclusively works with UHNW families with a net-worth of greater than \$25MM

* Serves as the primary point of contact for internal and external referrals for FW prospects

* Has a command of the Family Wealth value proposition and family office capabilities

* Responsible for revenue growth on the relationship

* Responsible for developing, documenting and executing on comprehensive sales and service strategy for uhnw families including the next gen

* Responsible for the implementation of the targeted Family Wealth onboarding plan

* Responsible for engaging senior leadership on the relationship

* Leads the internal team and works closely with the Family Office Director to implement the client strategy

* Is an astute and savvy competitor maintaining knowledge of strengths and weaknesses and product offerings and pricing of the competition.

ESSENTIAL JOB FUNCTIONS

Advisory

* Senior level advisor who has significant depth, breadth, and experience to effectively serve as the lead advisor for a large and complex UHNW family

* Establishes deep trust and confidence with Family Wealth clients while to position the team as the Trusted Advisors.

* Develops a deep knowledge of our Family Wealth client\'s entire financial and family situation.

Sales

* Serves as the primary point of contact for new referrals

* Develops internal and external relationships to generate new opportunities

* Participates in professional associations and events to demonstrate professional credibility and to develop and expand COI relationships

* Orchestrates and drives the overall sales process with a new prospect

* Accountable for revenue growth and sales on the relationship

* Works closely with the Family Office Director to identify and prioritize opportunities to deepen relationships

* Leads the onboarding process for new families in partnership with the Family Office Director

Client Service and Retention

* Responsible for the overall execution of the client experience

* Responsible for the development and documentation of the client strategy

* Partners closely with the Family Office Director to provide the level of service clients expect from Key Family Wealth.

* Responsible for retaining and deepening relationships including the development of the next generation

REQUIRED QUALIFICATIONS

* Ten plus years of advisory experience with ultra high net worth individuals, families and family offices

* Graduate degree in business related field or equivalent experience

* Depth and breadth of knowledge of tax, investments, and estate planning strategies for uhnw families

* Excellent interpersonal and communications skills (both written and verbal) on full spectrum of client and COI profiles - from enteprunurial business owners to C-level executives to younger generations

* Demonstrated dedicated commitment and proven track record in cultivating existing client relationships with a view toward revenue enhancement and profitability

* Recognition as a Trusted Advisor with experience working directly with high net worth or high profile individuals

* Expert management skills in fostering, facilitating and delivering on the ultra high net worth market expectations

PREFERRED QUALIFICATIONS

* JD, CPA, CFA, CFP or Master\'s Degree

* Demonstrated new business accomplishments in ultra high net worth market

* Prior experience as author of published industry articles

* Experience as subject-matter-expert to in-house and industry groups

EQUIPMENT USED/PHYSICAL REQUIREMENTS

* Microsoft Office products and other computer applications and software (Word and Excel)

* Standard office equipment

TRAINING REQUIRED

* On the job and as required to maintain licenses and certifications

COMPENSATION AND BENEFITS\<

Company info

KeyCorporation
Website : http://www.key.com