Family Wealth Office Director - TARRYTOWN, NY - KeyBank

KeyBank TARRYTOWN, NY

2 days ago

Banking / Loans

Description

Family Office Director

The Family Office Director is a senior advisor that exclusively works with Ultra High Net Worth (UHNW) families with a net-worth of greater than $25MM.

This role serves as the primary point of contact for UHNW families and manages the day to day services and team interactions. The role is responsible for the coordination and delivery of all family wealth services and ensures the client receives an industry leading family office experience.

Main Responsibilities:

Works with the Family Strategist to develop the annual client relationship plan and coordinates the entire team to ensure the execution of the plan
Owns the execution of service strategy and overall client experience for uhnw families
Owns the implementation of the Family Wealth onboarding plan
Serves as the clients' primary point of contact for all service related activities
Manages and coordinates the activities of the service team including the Investment Consultant, Portfolio Manager, Fiduciary Director, Wealth Consultant, Regional Planning Strategist, and Relationship Manager
Engages the family's outside advisors
Coordinates the client discovery conversations and establishes client goals in coordination with the Family Strategist
Develops and maintains ongoing Wealth Issues Reviews and Wealth Roadmap for assigned clients
Works with the Wealth Consultant and Regional Planning Strategist in building client financial plans
Co-facilitates the Family Wealth Legacy Day's and develops custom strategies to prepare the next generation
Helps to structure and participates in clients' annual family meetings
Rtains and deepens client relationships with high level personal attention
Has a command of the Family Wealth value proposition and family office capabilities

Client Servicing and Retention:

Responsible for the overall execution of the client experience while partnering closely with the Family Strategist to provide the level of service clients expect from a leading family office
Leads, coordinates, and assembles the advisory team in the delivery of all Family Wealth services
Responsible for retaining and deepening the relationship with a client including the next generation
Responsible for a proactive communication plan for each family
Delivers distinctive service by completing annual relationship reviews with all assigned clients, consistently updates the tools with current client data, call summaries, etc.
Accountable for management of book of business in Salesforce (house holding, client profile updates, contact management, task management)
Employs and maintains a disciplined approach to client review process using designated tracking tools to document progress on implementation of client strategies
Responsible for the execution of the client strategic plan

Advisory:

Develops a deep knowledge of our Family Wealth client's entire financial and family situation
Develops a comprehensive understanding of client's needs, based on the review and analysis of personal and business financial data gathered through Relationship Reviews, Client Insights and Internal Partners
Works closely with the Family Wealth Consultant and Regional Planning Strategist ensuring there are comprehensive tax, estate, and planning strategies for each member of the family
Prepares and delivers client presentations, individually and as part of a team, presenting appropriate solutions via consultative review and proactive contact
Establish a level of trust and confidence with Family Wealth clients while navigating into the trusted advisor position

Sales:

Works closely with the Family Strategist to identify and prioritize opportunities to deepen relationships
Seek to increase revenue through new services and products
Reviews client based on complexity and service required and addresses changes to fees to improve profitability

Compensation and Benefits:

This position is eligible to earn a base salary in the range of $160,000.00 to $300,000.00 annually depending on location and job-related factors such as level of experience.

Compensation for this role also includes eligibility for short-term incentive compensation and deferred incentive compensation subject to individual and company performance.

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