Key Family Wealth Strategist

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* Location:

** 127 Public Square - Cleveland, Ohio 44114

JOB BRIEF (PURPOSE)    
• Senior advisor that exclusively works with UHNW families with a net-worth of greater than $25MM  
• Serves as the primary point of contact for internal and external referrals for FW prospects  
• Has a command of the Family Wealth value proposition and family office capabilities  
• Responsible for revenue growth on the relationship  
• Responsible for developing, documenting and executing on comprehensive sales and service strategy for uhnw families including the next gen  
• Responsible for the implementation of the targeted Family Wealth onboarding plan  
• Responsible for engaging senior leadership on the relationship  
• Leads the internal team and works closely with the Family Office Director to implement the client strategy  
• Is an astute and savvy competitor maintaining knowledge of strengths and weaknesses and product offerings and pricing of the competition.
ESSENTIAL JOB FUNCTIONS  Advisory  
• Senior level advisor who has significant depth, breadth, and experience to effectively serve as the lead advisor for a large and complex UHNW family  
• Establishes deep trust and confidence with Family Wealth clients while to position the team as the Trusted Advisors.  
• Develops a deep knowledge of our Family Wealth client’s entire financial and family situation.
Sales  
• Serves as the primary point of contact for new referrals  
• Develops internal and external relationships to generate new opportunities  
• Participates in professional associations and events to demonstrate professional credibility and to develop and expand COI relationships  
• Orchestrates and drives the overall sales process with a new prospect  
• Accountable for revenue growth and sales on the relationship  
• Works closely with the Family Office Director to identify and prioritize opportunities to deepen relationships    
• Leads the onboarding process for new families in partnership with the Family Office Director      Client  Service and Retention  
• Responsible for the overall execution of the client experience  
• Responsible for the development and documentation of the client strategy  
• Partners closely with the Family Office Director to provide the level of service clients expect from Key Family Wealth.  
• Responsible for retaining and deepening relationships including the development of the next generation    REQUIRED QUALIFICATIONS    
• Minimum of 10 years of advisory experience with ultra-high net worth individuals, families and family offices required  
• Graduate degree in business related field or equivalent experience  
• Depth and breadth of knowledge of tax, investments, and estate planning strategies for uhnw families  
• Excellent interpersonal and communications skills (both written and verbal) on full spectrum of client and COI profiles – from enteprunurial business owners to C-level executives to younger generations  
• Demonstrated dedicated commitment and proven track record in cultivating existing client relationships with a view toward revenue enhancement and profitability  
• Recognition as a Trusted Advisor with experience working directly with high net worth or high profile individuals  
• Expert management skills in fostering, facilitating and delivering on the ultra-high net worth market expectations

PREFERRED QUALIFICATIONS    
• JD, CPA, CFA, CFP or Master’s Degree  
• Demonstrated new business accomplishments in ultra-high net worth market    
• Prior experience as author of published industry articles  
• Experience as subject-matter-expert to in-house and industry groups  EQUIPMENT USED/PHYSICAL REQUIREMENTS    
• Microsoft Office products and other computer applications and software (Word and Excel)  
• Standard office equipment    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 $ to $ annually depending on location and job-related factors such as level of experience. Compensation for this role also includes eligibility forshort-term incentive compensation and deferred incentive compensation…