KeyBank

KPC (Key Private Client) Regional Director, Planning & Investments

KeyBank$96K — $181K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • CFP or advanced planning designation required
  • Series 65 or 7 required (or must be attained within the first 180 days of employment)
  • Minimum of ten years in planning or equivalent experience
  • Undergraduate degree or equivalent experience
  • Sales experience
  • Excellent interpersonal and communication skills
  • Strong customer focus

Responsibilities

  • Partner with KPC Regional Executive on planning engagement strategy
  • Support KPC Market Leaders on financial planning process
  • Represent region as SME on financial planning with external clients
  • Participate in 1:1 coaching sessions with advisors
  • Support select client engagements
  • Develop training materials for financial planning process
  • Assess and report on usage trends and plan quality

Benefits

  • Eligibility for short-term and deferred incentive compensation
  • Community commitment opportunities
  • Flexible work options based on circumstances
  • Access to training for license and certification maintenance
  • Investment in advisor development through training
Full Job Description
Location:
4224 Ridge Lea Road, Amherst New York

JOB BRIEF (PURPOSE)

The Regional Director (RD) of Planning & Investments - KPC (Key Private Client) is responsible for driving financial planning engagement within the mass affluent segment. This position will manage key priorities of the financial planning practice, including, advisor development, coaching, delivering superior client experience and executing on firm's planning engagement initiatives. RDs will also serve as in-house, solutions consultants, helping educate advisors on aligning solutions to client's goals. In addition, RD will represent assigned territory as subject matter expert on financial planning & solutions, partner with other parts of the Key Wealth Management including but not limited to Private Client Advisors, KPB Planning Leaders, the CIO office and practice management and field-based Key Wealth Market and Region Leaders. Additional responsibilities include maintaining appropriate risk controls, training on financial planning process and software across the wealth segment, and the support of advice-based sales process though assistance in identifying and delivering appropriate advice.

ESSENTIAL JOB FUNCTIONS
  • Partner with KPC Regional Executive on planning engagement strategy in the region
  • Support KPC Market Leaders across the region on financial planning process
  • Attend internal regional/market meetings and events. Represent region as SME on financial planning with external clients
  • Partner with Planning & Advice Center (Centralized Planning) on planning tools training and advisor development
  • Participate in 1:1 coaching sessions with advisors
  • Support select client engagements
  • Work with KPC Practice Management team to execute on advisor training priorities
  • Support broader planning and advice education across the Key Private Client segment
  • Develop and/or coordinate appropriate training materials, web site materials and vendor programs for promoting the financial planning process
  • Be the spokesperson at New Hire orientation, and other training events
  • Implement initiatives that help advisors and others become users of the financial planning services
  • Assess and report on usage trends and plan quality


MARGINAL OR PERIPHERAL FUNCTIONS
  • Support and execute national sales and advice initiatives
  • Participate in Key's commitment to the community.
  • Projects as assigned by the Leadership
  • Travel as needed based on training schedules, conferences and leadership meetings. Approximately 50% travel


REQUIRED QUALIFICATIONS
  • CFP or advanced planning designation required
  • Series 65 or 7 required (or must be attained within the first 180 days of employment)
  • A minimum of ten years of applicable Planning experience or equivalent.
  • Undergraduate degree or equivalent experience.
  • Sales experience
  • Excellent interpersonal and communication skills
  • Strong customer focus
  • Ability to work as a team member
  • Working knowledge of investment/securities


PREFERRED QUALIFICATIONS
  • Understanding of Client Experience & Client Journeys
  • Project management experience
  • Management Experience


COMPETENCIES/SKILLS
  • Leadership, management, and coaching
  • Services/Sales: Client service, product knowledge, relationship management, sales closing, cross selling, needs identification
  • Problem Solving/Decision Making: Analyzes issues, follows through, risk management
  • Communications: Listens to others, speaks effectively, written communications
  • Interpersonal: Answers questions, builds relationships, networking
  • Presentation: ability to influence, act as change agent, writing skills
  • Personal Effectiveness: Community involvement, detail orientation, develops oneself, drives for results, personal organization


EQUIPMENT USED
  • Money Guide
  • Salesforce, proprietary Discovery and Proposal Tools, Financial Planning Research Sites


TRAINING REQUIRED
  • On the job and as required to maintain licenses and certifications


COMPENSATION AND BENEFITS
This position is eligible to earn a base salary in the range of $96,000.00 - $181,000.00 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: 07/17/2026

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.

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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
Net Income
$1.3 billion
Founded
1825
5 Year Trend
+5.6%
NASDAQ

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