KPB Lead Institutional Advisor

Lead Institutional Advisor

The Lead Institutional Advisor develops investment management and fiduciary relationships with non-profit, public, corporate and government clients. The Advisor collaborates with local Key Private Bank (KPB) Markets and Banking Partners to identify prospective Institutional Clients through education and positioning of Institutional Team capabilities to generate awareness, deliver solutions and drive new revenue. The Advisor will also manage a modest book of clients as a means of staying close to the operational and technical aspects of serving this client population. As part of a team serving institutional clients, the Advisor delivers a proactive client experience through the development of internal and external relationships that deliver appropriate advice. The Advisor is responsible for the delivery of exceptional sales and retention results.

Essential Job Functions

Sales

• Responsible for the development and closure of the most complex and sophisticated client opportunities
• Identifies prospective Institutional Advisors clients or referral sources by educating and positioning Institutional Advisors capabilities to meet client needs, develop solutions and drive new revenue
• An active member of the Institutional Advisors Team participating in the development of sales strategy, client experience, product development and other aspects of leading a successful business
• Coordinates the successful completion of the Request for Proposal (RFP) process (from preparation of the response, interaction with the prospect and all phases of presentation) in partnership with KPB Field and other banking partners
• Maintains an in-depth knowledge of products and services as well as proactively acquires knowledge of competitors and competitive products to support the awareness of IA team
• Fosters a sense of partnership with KPB, Banking Teams, and Center of Influences (COIs) in assigned region to create an environment for learning / best practice sharing and accountability; drives the performance and sustained success of the KPB sales team

Prospecting

Pipeline and Opportunity Management

Maximize the Sales Call Opportunity

Present to Close

Exceed Client Expectations

Growth

Required Qualifications

Compensation and Benefits

This position is eligible to earn a base salary in the range of $210,000 to $235,000 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.