KeyBank
Rochester,NY,US
Job Description
Reporting to the Key Private Bank (KPB) Sales Leader or Regional Sales Executive (RSE), the Private Bank Team Lead manages select positions within the Private Banking sales team to drive business results while also operating as a producing officer. The role will have leadership responsibility for a team of Wealth Advisors, Relationship Managers, Associate Relationship Managers, Client Experience Managers, Portfolio Strategists and Fiduciary Strategists (may vary based on market). The Private Bank Sales Team Lead assists in leading the Private Bank sales team in delivering a differentiated client experience and providing comprehensive, integrated investment, trust, banking and planning solutions for generations of high net worth individuals and their families. Through a team based approach, these financial professionals deliver a differentiated client experience, based upon a personalized wealth plan, which simplifies the complex needs of clients to help them grow,...