Senior Director of Family Wealth Consulting

Location:

36 South State Street, Salt Lake City UtahJOB 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 Management Serve on BAS team  to develop, monitor and provide subject matter expertise for  FW IM&T pipeline for entire footprint

Serve as FW strategy resource for all external IM&T sales opportunities ensuring that key knowledge solutions are communicated and implemented where the expertise is necessary

Lead 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 team Partner with FW Segment and Field teams to pursue IM&T sales opportunities

Understands what differentiates FW and develops a unique sales approach that differentiates FW from the rest of the marketplace

Thought Leadership The identification and triage of business development and growth opportunities through the development of materials that integrate KFWs best thinking and practices

Monitoring 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 organizations

Collaborate with the KPB investment management team to integrate complex planning with sophisticated investment strategies and solutions

Work 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 solutions

Responsible for representing the organization externally, either in print or interviews or speaking at client and professional seminars  REQUIRED QUALIFICATIONS Ten years wealth management or advisory experience for ultra-high net worth individuals, families and family offices

Deep knowledge of private…