KeyCorp
Banking
KPCRegionalDirector,Planning&Investments
Neural analysis suggests this role is
optimal for Senior candidates.
“KPC Regional Director, Planning & Investments at KeyCorp. Skills: Financial Planning, Advisor Development, Client Experience, Sales. The Regional Director of Planning & Investments is responsible for driving financial planning engagement within the mass affluent segment by managing key priorities such as advisor development, coaching, and delivering a superior client experience. This role involves serving as an in-house solutions consultant, educating advisors on aligning solutions to client goa”
What You'll Achieve.
Implement initiatives that help advisors and others become users of the financial planning services. Assess and report on usage trends and plan quality. Support national sales and advice initiatives.
Industry & Context.
Risk management; Analyzes issues; Follows through
Approximately 50% travel. Must attain Series 65 or 7 within the first 180 days of employment if not already held.
What They're Looking For.
Must Have
A minimum of ten years of applicable Planning experience or equivalent. Undergraduate degree or equivalent experience. Sales experience. Excellent interpersonal and communication skills. Customer focus. Ability to work as a team member. Working knowledge of investment/securities.
Nice to Have
Understanding of Client Experience & Client Journeys. Project management experience. Management Experience.
What You'll Do.
The Regional Director of Planning & Investments is responsible for driving financial planning engagement within the mass affluent segment by managing key priorities such as advisor development, coaching, and delivering a superior client experience.
This role involves serving as an in-house solutions consultant, educating advisors on aligning solutions to client goals, and representing the assigned territory as a subject matter expert on financial planning and solutions.
The position also entails maintaining risk controls, training on financial planning processes and software, and supporting the advice-based sales process.
How You'll Work.
Team & Collaboration
Partner with KPC Regional Executive on planning engagement strategy in the region. Support KPC Market Leaders across the region on financial planning process. Partner with Planning & Advice Center (Centralized Planning) on planning tools training and advisor development. Work with KPC Practice Management team to execute on advisor training priorities. Partner with other parts of 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.
Communication Scope
written communications; Listens to others; Speaks effectively; Presentation
Process & Methodology
Project management experience
Full Job Description
**Location:** 4224 Ridge Lea Road, Amherst New York **JOB BRIEF (PURPOSE)** 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 advice. **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 plan
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