7 sales jobs found

Location: 4900 Tiedeman Road, Brooklyn Ohio ABOUT THE JOB (JOB BRIEF) The Unique Assets team supports Key Private Bank, Wealth Management, and Institutional Advisors in the processing of non-marketable assets on the trust accounting system. The team works with Line of Business to ensure proper documentation is received for all requests. The team is responsible for daily processing of annuity contracts, certificate of deposits, liabilities, life insurance, loans, mortgages, promissory notes, real estate, liabilities, trust real estate, rentals, savings bonds, and tangible assets such as artwork, coins, jewelry, stamps, etc.  The Unique Assets team handles re-registering and deposit of closely held and DTC Physical certificates.  The specialists are responsible for working with the transfer agents and closely held companies. The team processes adjustments, free movement, payments, and trading....

Location: 127 Public Square - Cleveland, Ohio 44114 JOB BRIEF (PURPOSE) • Senior advisor that exclusively works with UHNW families with a net-worth of greater than $25MM • Serves as the primary point of contact for internal and external referrals for FW prospects • Has a command of the Family Wealth value proposition and family office capabilities • Responsible for revenue growth on the relationship • Responsible for developing, documenting and executing on comprehensive sales and service strategy for uhnw families including the next gen • Responsible for the implementation of the targeted Family Wealth onboarding plan • Responsible for engaging senior leadership on the relationship • Leads the internal team and works closely with the Family Office Director to implement the client strategy • Is an astute and savvy competitor maintaining knowledge of strengths and weaknesses and product offerings and pricing of the competition.     ESSENTIAL JOB FUNCTIONS Advisory • Senior...

Location: 225 Asylum Street, Suite 1910 - Hartford, Connecticut 06103 JOB BRIEF (PURPOSE) The Fiduciary Strategist is responsible for fulfilling the fiduciary responsibilities of KeyBank by providing client advisory services to high net worth clients and their beneficiaries. As a member of the KPB relationship management team, they represent the local / in market delivery for clients with appropriate revenue and advisory needs. The Fiduciary Strategist proactively collaborates with team members to build insights and solutions to attract, retain and grow client relationships. This role is entrusted with the responsibility of delivering the KPB fiduciary mandate to ensure consistent advisory delivery, while managing fiduciary risk.  They advise clients in their book as well as those in their market in accordance high professional standards. In the course of serving clients, the Strategist identifies opportunities to protect, grow and transition family wealth.  They...

Location: 660 White Plains Road - Tarrytown, New York 10591 JOB BRIEF Advises clients on appropriate investment strategies and constructs and customizes portfolios according to client needs or preferences.  Maintains a high level of collaboration with relationship team to ensure that investment advice is integrated with all aspects of clients’ planning and personal goals.  This position collaborates and performs as part of the relationship management team to ensure that organizational goals are met by providing effective advice, strategies, solutions and optimal levels of service that exceed client expectations. Meets or exceeds individual revenue growth goals by sourcing new opportunities, expanding existing client relationships, and contributing significantly to attaining team growth goals. ESSENTIAL JOB FUNCTIONS Advisory Responsible for overall portfolio construction and investment strategy needs of clients. Reviews, monitors and modifies investment...

Location: 30100 Chagrin Blvd - Pepper Pike, Ohio 44124 Job Description ABOUT THE JOB (JOB BRIEF):   Manages and constructs investment portfolios in accordance with client investment goals and objectives. Advises clients on appropriate strategies and constructs and customizes portfolios according to client needs or preferences. Maintains a high level of collaboration with relationship team to provide effective strategies, solutions and optimal levels of service that exceeds client expectations. Position is expected to offer the complete breadth and depth of the Wealth Segment suite of capabilities. Position may manage Portfolio Advisor Associates and/or mentor less experienced Portfolio Managers. This position collaborates and performs as part of the relationship management team to assure that the Wealth Segment goals are met by executing the client strategy. ESSENTIAL JOB FUNCTIONS:   Manages investment accounts of a large and complex nature with discretionary...

Location: 301 East Fourth Street - Cincinnati, Ohio 45202 JOB BRIEF (PURPOSE) • Senior advisor that exclusively works with UHNW families with a net-worth of greater than $25MM • Serves as the primary point of contact for internal and external referrals for FW prospects • Has a command of the Family Wealth value proposition and family office capabilities • Responsible for revenue growth on the relationship • Responsible for developing, documenting and executing on comprehensive sales and service strategy for uhnw families including the next gen • Responsible for the implementation of the targeted Family Wealth onboarding plan • Responsible for engaging senior leadership on the relationship • Leads the internal team and works closely with the Family Office Director to implement the client strategy • Is an astute and savvy competitor maintaining knowledge of strengths and weaknesses and product offerings and pricing of the competition.     ESSENTIAL JOB FUNCTIONS Advisory •...

Location: 127 Public Square, Cleveland Ohio ABOUT THE JOB (JOB BRIEF):   Manages and constructs investment portfolios in accordance with client investment goals and objectives. Advises clients on appropriate strategies and constructs and customizes portfolios according to client needs or preferences. Maintains a high level of collaboration with relationship team to provide effective strategies, solutions and optimal levels of service that exceeds client expectations. Position is expected to offer the complete breadth and depth of the Wealth Segment suite of capabilities. Position may manage Portfolio Advisor Associates and/or mentor less experienced Portfolio Managers. This position collaborates and performs as part of the relationship management team to assure that the Wealth Segment goals are met by executing the client strategy. ESSENTIAL JOB FUNCTIONS:   Manages investment accounts of a large and complex nature with discretionary latitude for advising,...