10 key carrier coordinator jobs found

Location: 127 Public Square, Cleveland Ohio Job Profile Summary Responsible for governing a team of underwriters as well as performing underwriting functions (player-coach).  As a player, supports the Business Development Officer (BDO) in conducting and producing an analysis of the prospect’s business, creates an approval package which includes financial modeling and structuring alternatives with recommendations to KBBC management team and ultimately to be used in seeking credit approval.  As a senior underwriter, strives to develop a “trusted advisor” relationship based upon knowledgeable advice and insights that is aligned with the Client’s’ or Prospect’s’ business or industry.   As a coach, oversees the prescreen and underwriting process as well as skill set development of each team player, assists as needed throughout the process and reviews all final packages.  As part of the first line of defense, underwriters are expected to consistently demonstrate a...

Location: 314 East Third Avenue - Moses Lake, Washington 98837 Job Summary Key Investment Services' (KIS) Advisor Professional Development Program (APDP) is an exclusive 22-month phased program focused on the launch and development of a career in advice-based wealth management. The program enables novice advisors to develop both the technical skills and financial acumen, necessary to build a successful and client-centric financial practice. The Private Client ADPD participant will have the opportunity to fast track through licensing The full responsibility while in role is to study and test for successful completion of all required licenses. After successfully achieving licenses, individual will be placed into a PCA role, The ADPD participant will then be part of our apprenticeship program to continue to develop the skills necessary to become a successful advisor here at KeyBank. Private Client Advisor's focus will be on our Mass Affluent client base with planning and...

Location: 3636 Factoria Blvd SE - Bellevue, Washington 98006 Job Summary Key Investment Services' (KIS) Advisor Professional Development Program (APDP) is an exclusive 22-month phased program focused on the launch and development of a career in advice-based wealth management. The program enables novice advisors to develop both the technical skills and financial acumen, necessary to build a successful and client-centric financial practice. The Private Client ADPD participant will have the opportunity to fast track through licensing The full responsibility while in role is to study and test for successful completion of all required licenses. After successfully achieving licenses, individual will be placed into a PCA role, The ADPD participant will then be part of our apprenticeship program to continue to develop the skills necessary to become a successful advisor here at KeyBank. Private Client Advisor's focus will be on our Mass Affluent client base with planning and...

Location: 733 Bethel Road - Columbus, Ohio 43214 Job Summary Key Investment Services' (KIS) Advisor Professional Development Program (APDP) is an exclusive 22-month phased program focused on the launch and development of a career in advice-based wealth management. The program enables novice advisors to develop both the technical skills and financial acumen, necessary to build a successful and client-centric financial practice. The Private Client ADPD participant will have the opportunity to fast track through licensing The full responsibility while in role is to study and test for successful completion of all required licenses. After successfully achieving licenses, individual will be placed into a PCA role, The ADPD participant will then be part of our apprenticeship program to continue to develop the skills necessary to become a successful advisor here at KeyBank. Private Client Advisor's focus will be on our Mass Affluent client base with planning and financial wellness...

Location: 4900 Tiedeman Road, Brooklyn Ohio Job Summary As a member of the Wealth Field Enablement organization, the Senior Development Consultant is responsible for working with Wealth Management leadership to identify employee skill gaps and development needs, create development strategies, build content and deliver to the field organizations. The Consultant will work in partnership with Enterprise Learning and Development, Key partners and channels, and third-party organizations to create training curriculum from scratch that will enable employees to meet their individual performance objectives and contribute to a growing Wealth Management business. Responsibilities Collaborate regularly with Wealth leaders to identify employee development needs, skill gaps and training needs within each job family. Develop a talent development strategy to close agreed upon skill gaps and further enable teams to meet sales and client relationship objectives. Own initiatives from...

Location: 1301 5th Avenue, Seattle Washington The Wealth Market Associate (WMA) will report directly to the Head of Field Support. The Wealth Market Associate will be responsible for ongoing operational support of Wealth Market Leaders and their advisor teams within defined markets or region. The WMA is dedicated to the Mass Affluent Market and will act as a trusted team member focusing on day-to-day operational needs of the Wealth Market Leaders and their market sales force. This role will be critical in helping to support a mass affluent segment to our overall delivery model within the Bank. Responsibilities: Sales Reporting – maintain monthly snapshot of production reports for each PCA for WML. Managed Money Annual Review – Download report from Salesforce of Outstanding Annual Reviews that need to be done. System Acumen – Salesforce, Terrapin, M&O, NetX, Money Guide Pro, Lead Management New Hire onboarding: Act as liaison between new hire and back off to...

Location: 117 South Granite Avenue - Granite Falls, Washington 98252 Job Summary Key Investment Services' (KIS) Advisor Professional Development Program (APDP) is an exclusive 22-month phased program focused on the launch and development of a career in advice-based wealth management. The program enables novice advisors to develop both the technical skills and financial acumen, necessary to build a successful and client-centric financial practice. The Private Client ADPD participant will have the opportunity to fast track through licensing The full responsibility while in role is to study and test for successful completion of all required licenses. After successfully achieving licenses, individual will be placed into a PCA role, The ADPD participant will then be part of our apprenticeship program to continue to develop the skills necessary to become a successful advisor here at KeyBank. Private Client Advisor's focus will be on our Mass Affluent client base with planning...

Location: 4900 Tiedeman Road, Brooklyn Ohio ABOUT THE JOB (JOB BRIEF) The Trust Team Manager manages a group of trust professionals that are focused on professional quality administration assistance with emphasis on high technical competence and client service to ensure that needs of High Net Worth clients and beneficiaries are met.  Confidentiality and privacy of client information is paramount.  The role will have leadership responsibility for a team of Associates/Analysts/Assistants. Fulfills fiduciary responsibilities of KeyBank by providing expert assistance to Trust Officers and counsel to High Net Worth clients and beneficiaries. Actively assists in the management of trust relationships, in accordance with established policies and procedures, to a high professional standard. Retains and deepens profitable client relationships within assigned revenue base. ESSENTIAL JOB FUNCTIONS The role of the Trust Team Manager is to act as a player coach to the...

Location: 3144 East State Street - Eagle, Idaho 83616 Job Summary Key Investment Services' (KIS) Advisor Professional Development Program (APDP) is an exclusive 22-month phased program focused on the launch and development of a career in advice-based wealth management. The program enables novice advisors to develop both the technical skills and financial acumen, necessary to build a successful and client-centric financial practice. The Private Client ADPD participant will have the opportunity to fast track through licensing The full responsibility while in role is to study and test for successful completion of all required licenses. After successfully achieving licenses, individual will be placed into a PCA role, The ADPD participant will then be part of our apprenticeship program to continue to develop the skills necessary to become a successful advisor here at KeyBank. Private Client Advisor's focus will be on our Mass Affluent client base with planning and financial...

Location: 19830 SE Highway 212 - Damascus, Oregon 97089 Job Summary Key Investment Services' (KIS) Advisor Professional Development Program (APDP) is an exclusive 22-month phased program focused on the launch and development of a career in advice-based wealth management. The program enables novice advisors to develop both the technical skills and financial acumen, necessary to build a successful and client-centric financial practice. The Private Client ADPD participant will have the opportunity to fast track through licensing The full responsibility while in role is to study and test for successful completion of all required licenses. After successfully achieving licenses, individual will be placed into a PCA role, The ADPD participant will then be part of our apprenticeship program to continue to develop the skills necessary to become a successful advisor here at KeyBank. Private Client Advisor's focus will be on our Mass Affluent client base with planning and financial...