KeyBank

Key Private Client Wealth Market Leader

KeyBank • $116K — $216K *
Tarrytown, NY 10591In-Person
Finance & Insurance
5 - 7 years of experience
Today
Be an Early Applicant
Job Overview by Ladders

Qualifications

  • 5+ years of industry sales management experience; bachelor's degree preferred.
  • Required licenses: Series 7, 24, and 66; Life & Health Insurance licenses.
  • Proficient in Microsoft Office and financial services systems.
  • Strong motivational and performance-influencing skills.
  • In-depth knowledge of client and partner needs within the bank-based investment space.
  • Demonstrated success in selling investment products and services.
  • Proven expertise in recruiting, training, and coaching sales teams.

Responsibilities

  • Achieve annual sales volume goals through effective team management and coaching.
  • Train and develop Private Client Advisors on goals-based planning and product selection.
  • Cultivate partnerships with Retail Bank Leaders and internal departments.
  • Create actionable plans for direct reports to enhance performance.
  • Guide Private Client Advisors in expanding their client portfolios, focusing on the Mass Affluent segment.
  • Understand and promote Key Investment Services for cross-selling opportunities.
  • Engage with branch personnel to identify investment referral prospects.

Benefits

  • Flexible work environment with prioritization of in-office presence.
  • Professional development through training opportunities.
  • Comprehensive benefit packages tailored for employee needs.
Full Job Description
Location:
660 White Plains Road, Tarrytown New York

ABOUT THE JOB:

The 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.

ESSENTIAL JOB FUNCTIONS:
  • Annually attain a Sales Volume Goal; this is accomplished through the sales practices of Private Client Advisors and Private Client Bankers (licensed branch employees).
  • Ensure 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.
  • Responsible for the initial and subsequent development of important relationships (being and active partner) including but not limited to:
    • Retail Bank Leaders
    • Retail Branch Employees and partners
    • Business Banking
    • Internal departments such as Investment Program Administration, Marketing, and others
  • Develop action plans for direct reports and for assigned territory.
  • Coach 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.
  • Develop 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.
  • Coach Private Client Advisors to engage licensed and non-licensed branch personnel to identify investment referral opportunities from new and existing bank client base.
  • Keep 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.
  • Attend training where appropriate.


REQUIRED QUALIFICATIONS:
  • A minimum of 5 years industry sales management experience; bachelor's degree preferred.
  • Series 7, 24 and 66; Life & Health Insurance licenses (Required).
  • Ability to use standard office equipment, proprietary financial services systems, Microsoft Office.
  • Motivate others and influence performance results.
  • Broad knowledge of characteristics and needs of clients and partners within the bank- based investment market space.
  • Demonstrated ability to sell products and services to investment clients, evidence of strong sales results.
  • Proven track record of successful recruiting, training, development, coaching and overall management.


COMPENSATION AND BENEFITS
This position is eligible to earn a base salary in the range of $116,000.00 - $216,000.00 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: 08/10/2026

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.

SEARCH KEYBANK JOBS

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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