Key Private Client Wealth Market Leader
$112k - $210kKeybank, National Association
Key Private Client Wealth Market Leader page is loaded## Key Private Client Wealth Market Leaderlocations: Seattle, WA: Tacoma, WA: Bellevue, WAtime type: Full timeposted on: Posted Todaytime left to apply: End Date: June 27, 2026 (30+ days left to apply)job requisition id: R-34039**Location:**1301 5th Avenue, Seattle Washington**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:*** Minimum 5-10 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 BENEFITSThis position is eligible to earn a base salary in the range of $112,000.00 - $210,000.00 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.This position is eligible to earn a base salary in the range of $160,000 to $185,000 annually depending on location and job-related factors such as level of experience. Compensation for this role also includeseligibility forshort-term incentive compensation and deferred incentive compensation subject to individual and company performance.Please click 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: 06/27/2026KeyCorp 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 HR\View email address on click.appcast.io.#LI-HybridKeyBank is an organization collectively committed to helping you unlock your potential and discover what truly drives you. Working here means sharing our purpose to help our clients, colleagues, and communities thrive. You’ll find genuinely supportive teammates, a flexible, inclusive work environment, challenging projects, accessible leaders, and opportunities to grow in your position and your career. For 200 years, Key has opened doors in our communities. Let us open one for you. #J-18808-Ljbffr
$112k - $210k
..., Seattle WashingtonABOUT THE JOB:The Wealth Market Leader is responsible for growing sales and assets... ...a defined territory through a team of Private Client Advisors. The Wealth Market Leader... ....Develop a complete understanding of Key Investment Services solutions to support...Private clientTemporary workWork at officeFlexible hours- KeyCorp is seeking a Wealth Market Leader in Bellevue, Washington, responsible for driving sales growth and managing a team of Private Client Advisors. This role involves recruiting, training, and developing staff while fostering partner relationships. The ideal candidate...Private client
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...Family Wealth Strategist Location: 1301 5th Avenue, Seattle Washington... ...for prospecting new clients, deepening existing relationships... ...acting in the best interests of Key's clients and Key.... ...business development within the UHNW market. Experience as industry speaker...SuggestedWork experience placementWork at officeFlexible hoursNight shift$150k - $200k
...in Seattle and serve as our Puget Sound Market Leader. This unique opportunity is for someone... ...market area, nurturing relationships with clients and partners. Provide technical... ...Experience managing large projects for both private and public clients. Experience using Deltek...Private clientTemporary workWork at officeWork from homeFlexible hours3 days per week$100k
CNI Consulting Inc. is seeking a VP Private Client Group in Washington, DC, to manage your business remotely and present wealth management solutions to high-net-worth clients.... ...candidate has 5-7 years in sales to stock market investors, a current Investment Advisor Representative...Private clientRemote job$85k - $105k
Threadline Wealth is an independent SEC-registered investment adviser... ...with a highly personalized client experience. We are a modern independent... ...teams. Role Summary The Marketing Manager is a hands‑on role... ..., or related field preferred. Key Skills & Attributes Experience...Work at officeRemote work3 days per week1 day per week- As a Select Growth Advisor to a Private Client Advisor in Chase Wealth Management, you will offer comprehensive... ...Demonstrate a deep understanding of financial markets and sound business judgement Exhibit... ...relationships, and integrating with key partners Demonstrated ability and...Private client
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...enthusiasm for helping our clients, taking care of our... ...their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer... ...understanding of financial markets and sound business judgement... ...relationships, and integrating with key partners Demonstrated...Private client- ...Vice President, Private Wealth Planner The Private Client experience at J.P. Morgan offers a pathway to Wealth Management through comprehensive,... ...Strong self-motivator and who can work closely with market leaders & practice partners without daily contact with one's...Private clientWork at office
- ...delivering customized wealth management and investment... ...families. Our client is seeking an Associate... ...individual will play a key role in financial planning... ...investment research on markets, asset classes, and securities... ...wealth management, private wealth, family office,...For contractorsWork at office
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...investment firm is seeking a Financial Analyst for their Seattle location. The role involves working closely with Private Wealth Advisors, monitoring client portfolios, and supporting business development for high net worth clients. Candidates should hold a Bachelor's...Private client$60k - $125k
Goldman Sachs is seeking a Wealth Management Professional in Seattle to manage relationships with ultra-high net worth clients. In this role, you will be responsible for onboarding clients, ensuring investment objectives are achieved, and executing trading transactions....Private client- A financial services company is seeking a Private Wealth Advisor to identify and deepen relationships with High Net Worth clients. This role involves advising clients on various financial matters, including investments and estate planning. Candidates should have at least...Private clientWork at officeFlexible hours
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Goldman Sachs is seeking a Wealth Management Professional in Seattle to enhance client relationships and deliver exceptional service. The ideal candidate will manage ultra-high net worth clients, collaborate with advisors, and oversee asset movements. Qualified applicants...Private client- Baker Tilly International seeks a Private Wealth Tax Principal to lead its wealth management practice. This role focuses on compliance and consulting for high-net-worth individuals, providing strategic tax planning and advice. The ideal candidate will have over 15 years...
$60k - $125k
A leading global financial firm is seeking a Wealth Management Professional to join its Seattle office. This role focuses on high-net-worth clients, requiring strong client service and communication skills along with a Bachelor's Degree. You will manage client relationships...Private clientWork at office- Wealth Management Professional Accelerate your career at the... ...possess a deep passion for client service and the markets, coupled with an exceptional... ...growing business. Act as key relationship manager for ultra... .... Work closely with Private Wealth Advisors and teammates...Work at office
$90k - $120k
...Portfolio & Wealth Planning Analyst Robertson Stephens... ...Stephens") is a privately held national wealth management... ...over $8.5 billion in client assets and 26 locations... ...and paid time off. Key Responsibilities... ...management and/or capital markets analytics ~ Strong interest...Temporary workWork at officeFlexible hours$110k - $130k
...Work With: Bernstein Private Wealth Management ("Bernstein... ...accountability this brings to each client relationship.... ...an experienced Marketing Event Strategist to help... ...and prospects across key touchpoints. Experience... ...manager, executor and leader for office‑wide activities...Temporary workWork at office- ...personalized investment solutions to your clients by relying on leadership and relationship... ...a deep understanding of financial markets and sound business judgement. Exhibit unwavering... ...relationships, and integrating with key partners. Demonstrated ability and commitment...Private client
- Beacon Pointe in Seattle is seeking a Senior Family Wealth Strategist to lead wealth planning for ultra-high-net-worth clients. This role involves deep expertise in tax and estate planning, with a focus on personalized client solutions. The ideal candidate will have at...Remote job
- ...| Hybrid Trusts, Estates & Wealth Transfer Associate Attorney AmLaw... ...Strong drafting, analytical, client counseling, and communication... ...Opportunity Sophisticated private client and wealth transfer practice... ...to others currently on the market. Confidential inquiries...Private clientWork at office
$60k - $125k
Goldman Sachs, Inc. is seeking a Wealth Management Professional in Seattle. This role involves acting as a key relationship manager for ultra-high net worth clients and requires a Bachelor's degree along with 1-3 years of experience in client service or the financial industry...- ...have an enthusiasm for helping our clients, taking care of our employees,... ...meet their financial needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private...Private client
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...Sales Producer - Personal Lines Client Advisor Position Overview... ...focusing on High- Net worth and Private Clientaccounts, including... ...individuals, family offices, wealth managers, and key centers of influence Engage in all sales and marketing tactics (with extensive corporate...Private clientBase plus commissionImmediate start- JPMorgan Chase & Co. is seeking a Vice President, Private Wealth Planner to provide comprehensive wealth management solutions to its private clients. This role involves collaborating with advisors and delivering holistic, goals-based financial planning, utilizing proprietary...Private client
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...starter with a passion for client service, the desire to... ...outside the box? Our Wealth Management... ...with an interest in the markets who have the ability to... ...design. Goldman Sachs Private Wealth Management (PWM)... ...growing business Act as key relationship manager for...$150k - $200k
...delivery, exceptional client retention, and strategic... ...seeking a Client Service Leader to build and grow our... ...network of municipal and/or private clients and an active... ...record of building markets, winning work, and delivering... ...the right candidate. Key Responsibilities Market...Private clientLocal areaRelocationRelocation package$80k - $120k
...Market Segment Leader - Facilities - Pacific Northwest Fully Remote Seattle, WA 98104; San Francisco... ...revenue goals for their territory. Key initiatives are accomplished by independently... ...digital facility records, giving our clients confidence from design through...Temporary workLocal areaRemote workFlexible hours$248.54k - $276.16k
...West Buildings Group - Transportation Market Sector Leader . As the West Regional Market Leader ,... ...strong focus on California and expanding key Western state markets. Your New Role... ..."One STV" execution model to solve our clients' most complex challenges. Supported by...Work at officeRemote workFlexible hours
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