KPC Regional Director, Planning & Investments

Regional Director Of Planning & Investments - KPC

Location : 36 South State Street - Salt Lake City, Utah 84111

The Regional Director (RD) of Planning & Investments - KPC (Key Private Client) is responsible for driving financial planning engagement within the mass affluent segment. This position will manage key priorities of the financial planning practice, including advisor development, coaching, delivering superior client experience and executing on firm's planning engagement initiatives. RDs will also serve as in-house, solutions consultants, helping educate advisors on aligning solutions to client's goals. In addition, RD will represent assigned territory as subject matter expert on financial planning & solutions, partner with other parts of the Key Wealth Management including but not limited to Private Client Advisors, KPB Planning Leaders, the CIO office and practice management and field-based Key Wealth Market and Region Leaders. Additional responsibilities include maintaining appropriate risk controls, training on financial planning process and software across the wealth segment, and the support of advice-based sales process though assistance in identifying and delivering appropriate solutions.

Essential Job Functions :

• Partner with KPC Regional Executive on planning engagement strategy in the region
• Support KPC Market Leaders across the region on financial planning process
• Attend internal regional / market meetings and events. Represent region as SME on financial planning with external clients
• Partner with Planning & Advice Center (Centralized Planning) on planning tools training and advisor development
• Participate in 1 : 1 coaching sessions with advisors
• Support select client engagements
• Work with KPC Practice Management team to execute on advisor training priorities. Support broader planning and advice education across the Key Private Client segment
• Develop and / or coordinate appropriate training materials, web site materials and vendor programs for promoting the financial planning process
• Be the spokesperson at New Hire orientation, and other training events
• Implement initiatives that help advisors and others become users of the financial planning services
• Assess and report on usage trends and plan quality

Marginal or Peripheral Functions :

Support and execute national sales and advice initiatives

Participate in Key's commitment to the community. Projects as assigned by the Leadership

Travel as needed based on training schedules, conferences and leadership meetings. Approximately 50% travel

Required Qualifications :

CFP or advanced planning designation required

Series 65 or 7 required (or must be attained within the first 180 days of employment)

A minimum of ten years of applicable planning experience or equivalent

Undergraduate degree or equivalent experience

Sales experience

Excellent interpersonal and communication skills

Strong customer focus

Ability to work as a team member

Working knowledge of investment / securities

Preferred Qualifications :

Understanding of Client Experience & Client Journeys

Project management experience

Management experience

Competencies / Skills :

Leadership, management, and coaching

Services / Sales : Client service, product knowledge, relationship management, sales closing, cross selling, needs identification

Problem Solving / Decision Making : Analyzes issues, follows through, risk management

Communications : Listens to others, speaks effectively, written communications

Interpersonal : Answers questions, builds relationships, networking

Presentation : ability to influence, act as change agent, writing skills

Personal Effectiveness : Community involvement, detail orientation, develops oneself, drives for results, personal organization

Equipment Used :

Money Guide

Salesforce

Proprietary Discovery and Proposal Tools

Financial Planning Research Sites

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 $92,000 to $160,000 annually depending on location and job-related factors such as level of experience. Compensation for this role also includes eligibility for short-term incentive compensation and deferred incentive compensation subject to individual and company performance.

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, disability or veteran status. 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 HR_Compliance@keybank.com.