Kpc Regional Director, Planning & Investments

KeyCorp

Amherst, New York, United States
Base: $96,000.00 - $181,000.00 annually; bonus/equ...
Hybrid
Drive financial planning engagement
Coach advisors on planning process
Execute firm planning initiatives
KeyCorp is seeking a Regional Director of Planning & Investments to enhance financial planning engagement for mass affluent clients. The role involves managing advisor development, delivering exceptional client experiences, and acting as a subject matter expert in financial planning

Job Summary

  • The Regional Director is responsible for driving financial planning engagement within the mass affluent segment while managing advisor development and superior client experiences.
  • This role serves as an in-house solutions consultant to educate advisors on aligning investment solutions with client goals across the assigned territory.
  • Compensation includes a base salary range of $96,000.00 - $181,000.00 annually plus eligibility for production, commission, and discretionary incentives.

Matching Summary

Match Score: 85

KeyCorp is seeking a Regional Director of Planning & Investments to enhance financial planning engagement for mass affluent clients. The role involves managing advisor development, delivering exceptional client experiences, and acting as a subject matter expert in financial planning.

Salary

Base: $96,000.00 - $181,000.00 annually; Bonus/Equity: Eligible for production, commission, and discretionary incentives; Benefits: Comprehensive benefits package available

Skills & Requirements

Must-have

  • Drive financial planning engagement
  • Coach advisors on planning process
  • Execute firm planning initiatives
  • Manage risk controls and training

Nice-to-have

  • Strong customer focus and team skills
  • Experience with client journey mapping
  • Project management capabilities
  • Ability to influence as change agent

Key Requirements

  • CFP or advanced planning designation required
  • Series 65 or 7 license required
  • Minimum ten years of applicable Planning experience
  • Undergraduate degree or equivalent experience

Work Rights

Not specified

Tailored Resume

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