Senior Director of Family Wealth Consulting

Essential Job Functions

• Serve on BAS team to develop, monitor and provide subject matter expertise for FW IM&T pipeline for entire footprint
• Lead all Private Business Owner Consulting opportunities and engagements, including: business value optimization; strategic option analysis; pre- and post-liquidity tax strategies, and asset protection planning.
• Develop and refine FW value proposition and deliver internally and externally in conjunction with the FW team
• Partner with FW Segment and Field teams to pursue IM&T sales opportunities
• Understands what differentiates FW and develops a unique sales approach that differentiates FW from the rest of the marketplace
• The identification and triage of business development and growth opportunities through the development of materials that integrate KFWs best thinking and practices
• Monitor and interpret all trends that occur within the Family Wealth / Family Office industry (including competitor accomplishments and industry structures) and develop partnership opportunities with external vendors and organizations
• Collaborate with the KPB investment management team to integrate complex planning with sophisticated investment strategies and solutions
• Represent the organization externally, either in print or interviews or speaking at client and professional seminars

Required Qualifications

• Ten years 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 counseling ownership team on value optimization through tax strategies
• Experience integrating fiduciary, wealth planning (trust, taxes, business succession/sale planning, estates and wealth transfer) investment acumen and business development
• Excellent interpersonal and communications skills (both written and verbal) on full spectrum of client and COI profiles – from 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
• JD, CPA or CFA\CFP required

Preferred Qualifications

• Experience as subject-matter-expert to in-house and industry groups
• Demonstrated new business and/or client service accomplishments in ultra-high net worth market
• M&A experience
• Advanced Degree (MBA, MA, MS)

Compensation And Benefits

This position is eligible to earn a base salary in the range of $128,000.00 - $268,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives.

Please click here for a list of benefits for which this position is eligible.

Job Posting Expiration Date

07/03/2026

Key Corp Information

KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.