Key Private Bank - Family Wealth Strategist

Location: 127 Public Square - Cleveland, Ohio 44114 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 Job Posting Expiration Date: