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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in developing and executing multi-generational wealth strategies for ultra-high-net-worth families, with a strong focus on client experience, business development, and compliance with financial regulations.
Highest-signal resume keywords
10 Years Advisory ExperienceNew Business DevelopmentTax, Investment, Estate Planning KnowledgeExceptional Interpersonal SkillsMicrosoft Office Suite Proficiency
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Wealth Strategy DevelopmentClient Strategy DocumentationFinancial Planning Software FamiliarityPhilanthropic Strategy KnowledgeInvestment Strategy Expertise
Soft Skills
Exceptional Communication SkillsDiscretion and IntegrityStrategic Insight
Tools & Technologies
CRM SystemsMicrosoft Office Suite
Industry Keywords
Ultra-High-Net-WorthFamily OfficeBusiness AcquisitionClient ExperienceCenters of Influence
About the role
Key responsibilities & impact- Serve as the primary advisor for ultra-high-net-worth families with $25MM+ in investible assets
- Develop and execute comprehensive, multi-generational wealth strategies
- Collaborate with Family Office Directors, Investment Advisors, and Fiduciary Advisors to deliver holistic solutions
- Maintain command of Key’s Family Wealth value proposition and family office capabilities
- Act as the primary point of contact for internal and external UHNW referrals
- Source new relationships through Centers of Influence, professional networks, and strategic events
- Drive revenue growth through new business acquisition and expansion of existing relationships
- Lead onboarding for new families and deliver a seamless, personalized experience
- Own the high-touch client experience
- Develop and document tailored client strategies
- Partner with the Family Office Director to ensure service excellence and continuity
- Engage and retain next-generation family members
- Comply with KeyBank policies and procedures and act in clients’ best interests
- Perform other duties as assigned
Requirements
What you’ll need- Bachelor’s Degree in business, finance, or related field (preferred)
- Master’s Degree (preferred)
- Equivalent experience (required)
- 10 years of advisory experience with UHNW individuals, families, or family offices (required)
- Demonstrated success in new business development within the UHNW market
- Deep knowledge of tax, investment, estate planning, and philanthropic strategies
- Exceptional interpersonal and communication skills across diverse client profiles
- Recognized as a trusted advisor with discretion, integrity, and strategic insight
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint)
- Familiarity with CRM systems and financial planning software
- Experience as an industry speaker on wealth management topics
- Subject-matter expertise shared with internal teams or external industry groups
- Ability to routinely and frequently operate a motor vehicle with a valid driver's license
- Occasional travel, including overnight stays
Benefits
Comp & perks- Base salary range of $165,000.00–$345,000.00 annually
- Eligibility for incentive compensation, which may include production, commission, and/or discretionary incentives
- Benefits for which the position is eligible
- Flexible workspace options where roles can be performed effectively in a mobile environment
- Equal opportunity and reasonable accommodation support