Senior Director of Family Wealth Consulting
$128,000–$268,000 year
Hybrid · Albany, New York, United States
Job Summary
Senior Director leads the Family Wealth Consulting (FW) segment within the BAS team, responsible for acquiring and managing Investment Management relationships for ultra-high net worth clients and multigenerational families. The role provides expertise in pre-transition value building, tax, trust & estate planning, business growth, and wealth transfer, and collaborates with Family Wealth Strategists and other lines of business. Responsibilities include prospecting, pipeline management, leading private business owner consulting engagements, developing the FW value proposition, and cultivating Centers of Influence. Travel across the Key Bank footprint to counsel professionals on FW strategies and solutions, while representing the organization externally through 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 business transition and transaction strategies
- Experience integrating fiduciary, wealth planning (trust, taxes, business succession/sale planning, estates and wealth transfer)
- investment acumen and business development
- Excellent interpersonal and communications skills (both written and verbal)
- JD, CPA or CFA\CFP required
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