KeyBank

Key Private Bank Market Leader

KeyBank • $128K — $268K *
Buffalo, NY 14221In-Person
Finance & Insurance
8 - 10 years of experience
Reposted 6 days ago
Job Overview by Ladders

Qualifications

  • Bachelor's degree in a business-related field or equivalent experience
  • 10+ years of experience in Private Banking or related fields
  • Strong sales management background with a proven track record
  • Completion or progress towards industry training such as Cannon Trust Schools is required
  • CTFA designation is a plus

Responsibilities

  • Lead the Private Banking sales team to achieve exceptional sales results
  • Coach and develop team members using structured sales processes
  • Maintain comprehensive knowledge of products, services, and competitors
  • Directly engage with clients to understand their financial needs
  • Participate in community organizations to drive business development
  • Manage talent acquisition and development within the team
  • Monitor and evaluate team performance against set objectives

Benefits

  • Comprehensive health and wellness packages
  • Flexible work arrangements including a hybrid model
  • Opportunities for professional development and education
  • Participation in community service initiatives
  • Access to employee assistance programs and financial wellness resources
Full Job Description
Location:
726 Exchange Street, Buffalo New York

Job Summary
The Key Private Bank Market Leader (KPB ML) directly manages the Private Banking sales team and indirectly manages the support teams to drive business results. Managing the financial performance of the Private Banking sales teams, the KPB ML is accountable for the delivery of exceptional sales results, the execution of a disciplined sales culture, and the coaching and development of a high performing sales team. The KPB ML leads the Private Bank sales team to provide comprehensive, integrated investment, trust, banking, and planning solutions for generations of high-net-worth individuals and their families. Through a team-based approach, the sales team implements a disciplined planning approach which simplifies the complex needs of clients to help them grow, preserve, and transfer wealth. Private Bank clients consist of: (1) Ultra Wealth - Individuals with $10MM + in Investable Assets and/or $15MM in Net Worth; (2) Core Wealth - Individuals with $1MM Investable Assets or $2MM in Net Worth; and (3) Emerging Wealth - Individuals less than 45 years old with either $250K in Household Income or $500,000 in Investable Assets.

Essential Functions
  • Coaches and directs the team sales efforts through utilization of consistent sales processes/tools including a disciplined approach to prospecting, development of internal/external centers of influence and follow- up to leads.
  • Maintains an in-depth knowledge of products and services as well as proactively acquires knowledge of competitors and competitive products to support the awareness of sales team.
  • Fosters an environment for learning/best practice sharing and accountability; drives the performance and sustained success of the KPB sales team.
  • Remains in close proximity to team to provide real-time support for each RM and to fully appreciate and understand the client's comprehensive needs, based on the review and analysis of personal and financial data gathered through Relationship Reviews, the Desktop and personal meetings.
  • Participates in joint calls with RMs to enhance selling skills and uncover opportunities.
  • Actively participates and creates opportunities for sales team participation in community organizations to source business development opportunities and demonstrate Key's commitment to the local community.
  • Producing Managers are also responsible for prospecting and bringing in new business (team revenue goal will be adjusted accordingly).
  • Through partnership with Credit, ensuring quality execution of the underwriting process and pursuing appropriate strategies to ensure asset quality is maintained.
  • Manages talent assessment and acquisition and actively coaches sales force to deliver business results.
  • Accountable for acquiring and building bench strength for Private Banking, including the development of strategic sourcing strategies and appropriate employee development and business training.
  • Creates a positive work environment, establishes high standards for work quality and provides in-person support and opportunities for career growth and job satisfaction in order to develop and retain a highly trained and motivated staff.
  • Provides hands-on support to build an effective, cohesive team based upon integrity and application of Key Values.
  • Establishes and tracks performance objectives for team members; manages and evaluates staff performance to established objectives and differentiates performance.
  • Manages cost center and oversees administrative requirements for team.
  • Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
  • Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key.


Education
  • Bachelor's Degree in a business-related field (accounting, finance, economics, or related field) or equivalent work experience (preferred)
  • Master's Degree (preferred)
  • OR equivalent experience (required)


Work Experience
  • A minimum of 10 years Private Banking, Investment Management, or Trust experience and/or progressively responsible and successful sales management experience (required)
  • Additional banking experience in operations/client services or other LOB areas to gain broader understanding of organizational structure and workflow (preferred)


Licenses and Certifications
  • Progress toward or completion of Cannon Trust Schools I, II, and III or equivalent industry training (required)
  • CTFA (Certified Trust and Fiduciary Advisor) designation (preferred)


Skills
  • The ability to uphold legal and ethical responsibilities in managing client assets, ensuring all actions align with fiduciary standards and regulatory requirements.
  • Expertise in structuring wills, trusts, and other legal instruments to help clients manage and transfer wealth efficiently and according to their wishes.
  • Managing the daily operations of trust and agency accounts, including interpreting legal documents, distributing assets, and maintaining accurate records.
  • Understanding and applying tax regulations to minimize liabilities and proactively identifying and mitigating risks associated with fiduciary responsibilities.
  • Knowledge of financial markets and investment vehicles to support client goals and ensure trust assets are managed prudently.
  • The ability to interpret financial data and reports to make informed decisions and provide strategic advice to clients and internal teams.
  • Building and maintaining long-term, trust-based relationships with clients, ensuring satisfaction and loyalty through consistent, high-quality service.
  • Providing personalized financial and estate planning guidance to clients, helping them navigate complex wealth management decisions.
  • Effectively conveying information, both verbally and in writing, to clients, colleagues, and external partners with clarity and professionalism.
  • Staying informed about current laws, regulations, and industry standards that impact trust and estate administration.
  • Identifying opportunities to expand client relationships and generate new business through strategic outreach and consultative selling.
  • Overseeing client portfolios, ensuring service delivery meets expectations, and coordinating with internal teams to address client needs.
  • Using specialized software to manage trust accounts, track transactions, and generate reports with accuracy and efficiency.
  • Enhancing operational workflows to increase efficiency and reduce exposure to legal, financial, or reputational risks.


Core Competencies
  • All KeyBank employees are expected to demonstrate Key's Values and abide by Key's Code of Conduct.


Physical Demands
  • General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.


Travel
  • Routine and frequent travel to include overnight stay.


Driving Requirements
  • May need to drive to multiple locations in a single day; ability to operate a motor vehicle with a valid driver's license required.


Work Location Category

  • Hybrid (Sales)


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.

Key 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.

Job Posting Expiration Date: 07/31/2026

About KeyBank

Shockingly, nearly 9-in-10 people who get their real estate license in America fail. We're solving that problem; And doing it while increasing profitability for the brokerage. Through technology, business automation, and a team approach we have created a system where agents focus solely on working with clients and closing deals.

KeyBank Careers

Joining KeyBank means stepping into a world of professional growth and innovation, where job opportunities abound in an environment that values leadership, diversity, and forward-thinking. As a member of our team, you will be part of a company that's committed to empowering your career journey while contributing to the financial wellness of our communities.

Work You'll Do

At KeyBank, we're not just in the business of banking; we're in the business of helping individuals and communities thrive. By joining our team, you will have the chance to be part of a culture that celebrates diversity and fosters leadership and professional development. Whether you're looking for a position in customer service, IT, finance, or management, KeyBank offers a variety of roles suited to your skills and career aspirations.

Innovate and Lead

KeyBank stands at the intersection of finance and innovation. Our employees are encouraged to lead with creativity and integrity, driving solutions that make a real difference. With a focus on digital transformation and sustainable growth, your work at KeyBank will challenge the status quo and encourage you to explore new ideas.

Grow Your Career

Career growth at KeyBank is not just a possibility—it's a priority. We are dedicated to your professional development through comprehensive training programs, leadership workshops, and continuous learning opportunities. Our commitment to your growth is matched by our dedication to inclusion, ensuring all voices are heard and valued.

Be Part of a Great Team

Our team at KeyBank is our strongest asset. We believe in using our collective skills to foster an environment of innovation and collaboration. Join us and connect with colleagues who are just as passionate and driven as you are. Through teamwork, we achieve exceptional results and push the boundaries of what's possible in the banking sector.

Internship and Employment Opportunities

For those starting their careers, KeyBank offers robust internship and employment opportunities that provide a solid foundation in the financial industry. Interns at KeyBank gain hands-on experience, beneficial networking connections, and insights into our day-to-day operations, setting the stage for a successful career.

Benefits and Culture

KeyBank is committed to offering benefits that enhance your life and well-being. From healthcare to retirement plans, and flexible working conditions, we ensure our employees are well taken care of. More than just benefits, our company culture is built on respect, integrity, and accountability—values that guide us in making a positive impact on our clients and communities.

Join Our Team

Explore the job opportunities at KeyBank and find the right fit for your skills and interests. We are continuously hiring and looking for individuals who are curious, innovative, and ready to make a difference. Prepare your resume, ace your interview, and join a team that's dedicated to your success and to transforming the landscape of banking.

Stay Connected

Keep up to date with the latest career tips, industry insights, and company news by following our careers blog. Personalize your experience by subscribing to job alert emails tailored to your preferences, and discover the exciting and rewarding career opportunities that await at KeyBank.

Search KeyBank Jobs

Ready to take the next step in your career? Search open positions at KeyBank that match your skills and interests. We look for passionate, creative, and solution-driven team players who are ready to grow and succeed in a dynamic and supportive environment.

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Join KeyBank and be part of a company where your career is as important to us as it is to you. Together, let's unlock opportunities for growth, innovation, and meaningful impact in the financial world.
Learn more about KeyBank
Size
17,110 employees
Market Cap
$16 billion
Industry
Finance & Insurance
Net Income
$1.3 billion
Founded
1825
5 Year Trend
+5.6%
NASDAQ
KEY
* Ladders Estimates

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