Senior Director of Family Wealth Consulting

Location:66 South Pearl Street, Albany New YorkJOB BRIEF (PURPOSE)The Senior Director of Family Wealth Consulting (the Director) serves as a lead advisor on the (BAS) Team. The Senior Director is responsible for introducing Family Wealth (FW) prospects to our suite of sophisticated business coaching and business transition planning solutions, including our advice on strategies and solutions for pre-transition value building, tax, trust & estate planning, business growth, tax reduction, asset protection, and wealth transfer. Specifically, the Senior Director will provide insights and solutions to attract, retain and grow clients who require advice and complex planning strategies to protect and grow personal family wealth.As a member of the BAS Team, this position is responsible for the acquisition of new Investment Management relationships for Key Private Bank’s most affluent clients and multigenerational families. This position has direct responsibility to provide business transition, value accretion, and pre-transition tax, trust & estate planning expertise to our largest families. This position directly supports Family Wealth Strategists (FWSs) on all Family Wealth IM&T sales opportunities, referrals and book of business reviews. In addition to having established COIs in their market(s) this position will develop centers of influence in the market(s) that can be leveraged into profitable relationships. The Senior Director will also build and nurture relationships by developing prospecting ideas, collaborating closely with Family Wealth and other lines of business at Key (especially the commercial and capital markets teams), and helping generate new business through the BAS team. . ESSENTIAL JOB FUNCTIONSProspecting, Pipeline & Opportunity ManagementServe on BAS team to develop, monitor and provide subject matter expertise for FW IM&T pipeline for entire footprintServe as FW strategy resource for all external IM&T sales opportunities ensuring that key knowledge solutions are communicated and implemented where the expertise is necessaryLead all Private Business Owner Consulting opportunities and engagements, including: business value optimization; strategic option analysis; pre- and post-liquidity tax strategies, and asset protection planning.Develop and refine FW value proposition and deliver internally and externally in conjunction with the FW teamPartner with FW Segment and Field teams to pursue IM&T sales opportunitiesUnderstands what differentiates FW and develops a unique sales approach that differentiates FW from the rest of the marketplaceThought LeadershipThe identification and triage of business development and growth opportunities through the development of materials that integrate KFWs best thinking and practicesMonitoring and interpreting all trends that occur within the Family Wealth / Family Office industry (including competitor accomplishments and industry structures) and developing partnership opportunities with external vendors and organizationsCollaborate with the KPB investment management team to integrate complex planning with sophisticated investment strategies and solutionsWork directly with local management and teams to lead continuous improvements in establishing partnerships with “inside” and “outside” Centers of Influence, including traveling across the Key Bank footprint to counsel other professionals on KPBs FW strategies and solutionsResponsible for representing the organization externally, either in print or interviews or speaking at client and professional seminars REQUIRED QUALIFICATIONSTen years wealth management or advisory experience for ultra-high net worth individuals, families and family officesDeep knowledge of private business transition and transaction strategies, including counseling ownership team on value optimization through tax strategies Experience integrating fiduciary, wealth planning (trust, taxes, business succession/sale planning, estates and wealth transfer) investment acumen and business developmentExcellent interpersonal and communications skills (both written and verbal) on full spectrum of client and COI profiles – from C-level executives to younger generationsDemonstrated dedicated commitment and proven track record in cultivating existing client relationships with a view toward revenue enhancement and profitabilityRecognition as a Trusted Advisor with experience working directly with high net worth or high-profile individualsExpert management skills in fostering, facilitating and delivering on the ultra-high net worth market expectationsJD, CPA or CFA\CFP requiredPREFERRED QUALIFICATIONSExperience as subject-matter-expert to in-house and industry groupsDemonstrated new business and/or client service accomplishments in ultra-high net worth marketM&A experienceAdvanced Degree (MBA, MA, MS)COMPENSATION AND BENEFITSThis 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: 07/03/2026 KeyCorp 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.Qualified 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 View email address on click.appcast.io.#LI-HybridSummaryLocation: Albany, NYType: Full time