KIS Regional Sales Associate

Location: 4900 Tiedeman Road, Brooklyn Ohio Job Summary The Wealth Market Associate (WMA) will report directly to the Head of Field Support. The WMA will provide ongoing operational support for Wealth Market Leaders and their advisor teams within defined markets or regions, focusing on day‑to‑day operational needs of the Wealth Market Leaders and their market sales force. This role is critical to supporting the mass affluent segment within the Bank’s overall delivery model. Responsibilities Sales 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 completed. System acumen – Salesforce, Terrapin, M&O, NetX, Money Guide Pro, Lead Management. New hire onboarding: Act as liaison between new hire and back office to obtain licensing/registration information. 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 hiring onboarding calendar in collaboration with WML. Provide guidance to new PCA during onboarding for: Setup of Key Connect page with APPs and links. Setup of WebEx, Microsoft Teams, voicemail, Outlook signature and new Biscom fax line. Overview of all systems used day‑to‑day. Review of “HOT” files for compliance that need to be set up. Book of business: Download list of accounts from NetX for each branch within new territory. Separate list into closed, pending close, active and $0 balance accounts. Review files with WML and send instructions to current PCA for review/return. Review returned files, process book movements. PCA introduction letter (if applicable): Compose letter for review/approval by WML/CSG/Compliance. Assist in obtaining mailing list for review/approval. Assist with mail‑merge/mailing where needed. Offboarding for termed employees: Pull BOB from NetX for retention & calling purposes and future movement. Send back office term notification. Terminate employee in Workday system. Terminate all access. Complete offboard at Key Request and ensure all equipment is returned. Process request for voicemail passcode change, update voicemail and send current voicemails to WML for review/distribution. Remove terminated employee from distribution lists, meetings and Teams page. Create BOB mailing (if applicable). Process BOB movement inclusive of NetX accounts, annuities (including carrier changes) and Fund Direct account 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 KIS. Create/maintain market listings inclusive of branch coverage, PCA hub locations. Collaborate with Retail partners and Licensing group to pass along movement within the PCB teams. NetX manager queues – pull reporting, review with Wealth Market Leader and process movements. Book of Business maintenance (for existing or termed reps). Annuity book relationship rep of record changes (for existing or termed reps). HR/Workday support: Maintenance of positions. Open positions / create requisitions. Close positions. Process updates – promotions / demotions, change of location, title, etc. Process Time/PTO corrections. Process as delegate expense reports for WMLs. Review/approve expense reports as delegate for WML. Process purchasing requests for supplies for WML. Day to day office support: Outlook calendar maintenance for WMLs. Set up monthly 1:1s for WMLs, team calls, market calls, etc. as required. Supply orders. Rep code changes within NetX. Annuity rep of record changes. HUB 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: Coordinate planning meetings between WML, CIO and WRE and KPB Leader (if applicable) to review logistics and plan for client event. Work with Marketing, CSG and Compliance for an approved client invitation. Create shared client event page (private) within Market Teams Page 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. Communicate approval to all PCAs/WML. Research/source location to hold event and work with location to set up event/overnight accommodations for those that need to travel. Create sign‑in sheets, name tags for event if needed. Team meetings / trainings: Secure 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 / number of attendees. Send out Save the Dates / meeting invitations. Coordinate planning calls to layout agenda. Create PowerPoint presentation and gather materials for presentations. Communicate any pre‑work needed to attendees. Confirm/communicate any overnight accommodation. Gather all supplies / print materials (if applicable). Create agendas/power points presentations/sign‑in sheets. Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice. Complies 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 Qualifications High School Diploma (required). Bachelor’s Degree (preferred). Experience Qualifications 3+ years experience in brokerage or bank based brokerage firm support role. Tactical Skills Must 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 environment. Core Competencies All KeyBank employees are expected to demonstrate Key’s Values and sustain proficiency in identified Leadership Competencies. Travel Occasional travel to include overnight stay.

COMPENSATION AND BENEFITS

This position is eligible to earn a base hourly rate in the range of $25.00 - $38.46 per hour. 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 incentive compensation which may include production, commission, and/or discretionary incentives. 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: 09/26/2026 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. #J-18808-Ljbffr KeyBank