KIS Regional Sales Associate

Wealth Market AssociateLocation: 4900 Tiedeman Road, Brooklyn OhioThe Wealth Market Associate (WMA) will report directly to the Head of Field Support. The WMA will be responsible for ongoing operational support of Wealth Market Leaders and their advisor teams within defined markets or region. The WMA is dedicated to the Mass Affluent Market and will act as a trusted team member focusing on day-to-day operational needs of the Wealth Market Leaders and their market sales force. This role will be critical in helping to support a mass affluent segment to our overall delivery model within the Bank.ResponsibilitiesSales Reporting – maintain monthly snapshot of production reports for each PCA for WML.Managed Money Annual Review – Download report from Salesforce of Outstanding Annual Reviews that need to be done.System Acumen – Salesforce, Terrapin, M&O, NetX, Money Guide Pro, Lead ManagementNew Hire onboarding:Act as liaison between new hire and back off in order to obtain information needed for licensing/registration.Act as liaison between Retail and WML to ensure space/office is available for new hire.Order computer and work with technology team to ensure timely receipt.Process requests for phones, email updates, system access and new hire supplies.Setup new hire onboarding calendar in collaboration with WMLProvide guidance to new PCA during onboarding for the following:Set up of Key Connect Page with APPs and linksSet up of WebEx, Microsoft Teams, Voicemail, Outlook Signature and obtaining a new Biscom Fax line.Overview of all systems utilized within their day to day activitiesReview "HOT" Files for compliance that need to be set upBook of BusinessDownload a list of accounts out of NetX for each branch within new territorySeparate list into files for review – closed accounts, pending close accounts, active accounts, $0 Balance accounts.Review files with WML and send instructions to current PCA for review/returnReview returned files, process book movements.PCA introduction Letter (if applicable)Compose Letter for review / approval by WML / CSG / ComplianceAssist in obtaining mailing list for review / approvalAssist with mailmerge / mailing where needed.Offboarding for termed employees:Pull BOB from NetX for Retention & Calling Purposes and future movement to temporary or permanent coverage.Send Back office Term NotificationTerminate employee in Workday systemTerminate All AccessComplete offboard at Key Request and ensure all equipment has been returned.Process request for voicemail passcode change, update voicemail and sent any current voicemails to WML for review / distribution of coverageUpdate to remove terminate employee from distribution lists, meetings and teams page.Create BOB Mailing (if applicable)Process BOB movement inclusive of NetX accounts, Annuities (inclusive of changes to carriers) and Fund Direct account (if applicable) to temporary or permanent coverage.Stand in where necessary / appropriate when Wealth Market Leader is unavailable.Assist with partnership communication between Retail and other groups within KISCreate / Maintain market listings inclusive of branch coverage, PCA hub locationsCollaborate with Retail partners and Licensing group to pass along movement within the PCB teams.NetX Manager Que's – pull reporting, review with Wealth Market Leader and process movements.Book of Business Maintenance (for existing or termed reps)Annuity Book rep of record changes (for existing or termed reps)HR / Workday Support:Maintenance of PositionsOpen positions / create requisitionsClose positionsProcess updates - promotions / demotions, change of location, title, etcProcess Time / PTO CorrectionsProcess as delegate expense reports for WMLReview / Approve expense reports as delegate for WMLProcess purchasing requests for supplies for WMLDay to Day office support:Outlook Calendar Maintenance for WMLsSet up Monthly 1:1s for WMLs, Team Calls, Market Calls etc as requiredSupply ordersRep Code Changes within NetXAnnuity Rep of Record ChangesHUB Location Changes – ensure space available / set up, communicate with licensing, back office, KB and order new business cards. Letters to clients only when phone # and location changes.All other duties as assigned.Client Events:Co-ordinate planning meetings between WML, CIO and WRE and KPB Leader (if applicable) to review logistics and plan for client eventWork with Marketing, CSG and Compliance for an approved client invitationCreate shared Client Event page (make private) within Market Teams Page (if needed) to house client invitation list, business tracker and approved invitation.Gather all PCAs participating invitation lists into one master list and submit to CSG / Compliance for approval for invitation.Communicate Approval to all PCAs/WMLResearch/Source location to hold event and work with location to set up event/overnight accommodations for those that need to travel in to event.Create Sign in sheets, name tags for event if neededTeam Meetings / TrainingsSecure location / space (if no internal space large enough or available to work with)If external work with Location to set up rooming list if needed for overnight accommodations, secure AV and confirm meeting times / # of attendees.Send out Save the Dates / Meeting InvitationsCo-ordinate planning calls to layout AgendaCreate powerpoint presentation and gather materials for presentationsCommunicate any pre-work needed to attendeesConfirm/communicate any overnight accommodationGather all supplies / print materials (if applicable)Create Agendas/power points presentations/sign in sheetsPerforms other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without noticeComplies 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 QualificationsHigh School Diploma (required)Bachelor's Degree (preferred)Experience Qualifications3+ years experience in brokerage or bank based brokerage firm support roleTactical SkillsMust have strong organizational, verbal, written communication skills, including the ability to be comfortable working for and receiving instructions from several team members.Strong proficiency in all Microsoft Office suite applications (Excel, Word, Outlook, etc.).Ability to be flexible and work diplomatically in team environment and the ability to quickly assimilate and use other programs, processes and procedures with minimal to moderate instruction is necessary.Highly organized individual with a penchant for strong judgement, accuracy, the capability to balance multiple priorities and the ability to perform at a high standard in a fast-paced environmentCore CompetenciesAll KeyBank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies.TravelOccasional travel to include overnight stay.COMPENSATION AND BENEFITSThis position is eligible to earn