Key Private Client Wealth Market Leader

Job description

Seattle, WA

nTacoma, WA

nBellevue, WA

nFull time

nR-34039

nLocation:

n1301 5th Avenue, Seattle Washington

nABOUT THE JOB:

nThe Wealth Market Leader is responsible for growing sales and assets within a defined territory through a team of Private Client Advisors. The Wealth Market Leader Position requires an aptitude for recruiting, training, coaching, development, and retention of sales staff. Development and maintenance of partner relationships is critical.

nESSENTIAL JOB FUNCTIONS:

nnnAnnually attain a Sales Volume Goal; this is accomplished through the sales practices of Private Client Advisors and Private Client Bankers (licensed branch employees).

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nnEnsure goal attainment via training, coaching, and development of all producers for goals-based planning, profiling, product selection and securing the business; management and delivery of products across the investment platform.

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nnResponsible for the initial and subsequent development of important relationships (being and active partner) including but not limited to:

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nnRetail Bank Leaders

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nnRetail Branch Employees and partners

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nnBusiness Banking

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nnInternal departments such as Investment Program Administration, Marketing, and others

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nnDevelop action plans for direct reports and for assigned territory.

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nnCoach Private Client Advisors to grow their books of business, with a focus on advice and planning within the Mass Affluent client segment, lead lists, and closing on referrals.

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nnDevelop a complete understanding of Key Investment Services solutions to support cross- selling opportunities and learn the core bank products to coach to referrals back to the Retail Bank.

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nnCoach Private Client Advisors to engage licensed and non-licensed branch personnel to identify investment referral opportunities from new and existing bank client base.

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nnKeep abreast of bank- based investment industry trends and product offerings, the securities markets, and participate in ongoing education to learn about products applicable to the bank- based market space.

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nnAttend training where appropriate.

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n nREQUIRED QUALIFICATIONS:

nnnMinimum 5-10 years industry sales management experience; bachelor’s degree preferred.

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nnSeries 7, 24 and 66; Life & Health Insurance licenses (Required).

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nnAbility to use standard office equipment, proprietary financial services systems, Microsoft Office.

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nnMotivate others and influence performance results.

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nnBroad knowledge of characteristics and needs of clients and partners within the bank- based investment market space.

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nnDemonstrated ability to sell products and services to investment clients, evidence of strong sales results.

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nnProven track record of successful recruiting, training, development, coaching and overall management.

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n nCOMPENSATION AND BENEFITS

nThis position is eligible to earn a base salary in the range of $112,000.00 - $210,000.00 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.

nThis position is eligible to earn a base salary in the range of $160,000 to $185,000 annually depending on location and job-related factors such as level of experience. Compensation for this role also includes eligibility for short-term incentive compensation and deferred incentive compensation subject to individual and company performance.

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

nKey has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.

nJob Posting Expiration Date: 11/22/2026

nKeyCorp 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.

nQualified 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

n#LI-Hybrid

nKeyBank is an organization collectively committed to helping you unlock your potential and discover what truly drives you. Working here means sharing our purpose to help our clients, colleagues, and communities thrive. You’ll find genuinely supportive teammates, a flexible, inclusive work environment, challenging projects, accessible leaders, and opportunities to grow in your position and your career. For 200 years, Key has opened doors in our communities. Let us open one for you.

Worksite address

tacoma, WA, 98417, US

Who can apply

Review the original listing for work authorization, qualifications and employer requirements.