KPC Regional Director, Planning & Investments

Requirements

• Understanding of Client Experience & Client Journeys
• Project management experience
• Management Experience
• COMPETENCIES/SKILLS
• Leadership, management, and coaching
• Services/Sales: Client service, product knowledge, relationship management, sales closing, cross selling, needs identification
• Problem Solving/Decision Making: Analyzes issues, follows through, risk management
• Communications: Listens to others, speaks effectively, written communications
• Interpersonal: Answers questions, builds relationships, networking
• Presentation: ability to influence, act as change agent, writing skills
• Personal Effectiveness: Community involvement, detail orientation, develops oneself, drives for results, personal organization
• EQUIPMENT USED
• Money Guide
• Salesforce, proprietary Discovery and Proposal Tools, Financial Planning Research Sites
• TRAINING REQUIRED
• On the job and as required to maintain licenses and certifications
• COMPENSATION AND BENEFITS
• Please click here for a list of benefits for which this position is eligible.
• Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.
• Job Posting Expiration Date: 06/19/2026
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Benefits

Additional Information

Location: 4224 Ridge Lea Road, Amherst New York JOB BRIEF (PURPOSE) The Regional Director (RD) of Planning & Investments - KPC (Key Private Client)) is responsible for driving financial planning engagement within the mass affluent segment. This position will manage key priorities of the financial planning practice, including, advisor development, coaching, delivering superior client experience and executing on firm's planning engagement initiatives. RDs will also serve as in-house, solutions consultants, helping educate advisors on aligning solutions to client's goals. In addition, RD will represent assigned territory as subject matter expert on financial planning & solutions, partner with other parts of the Key Wealth Management including but not limited to Private Client Advisors, KPB Planning Leaders, the CIO office and practice management and field-based Key Wealth Market and Region Leaders. Additional responsibilities include maintaining appropriate risk controls, training on financial planning process and software across the wealth segment, and the support of advice-based sales process though assistance in identifying and delivering appropriate advice. ESSENTIAL JOB FUNCTIONS Partner with KPC Regional Executive on planning engagement strategy in the region Support KPC Market Leaders across the region on financial planning process Attend internal regional/market meetings and events. Represent region as SME on financial planning with external clients Partner with Planning & Advice Center (Centralized Planning) on planning tools training and advisor development Participate in 1:1 coaching sessions with advisors Support select client engagements Work with KPC Practice Management team to execute on advisor training priorities Support broader planning and advice education across the Key Private Client segment Develop and/or coordinate appropriate training materials, web site materials and vendor programs for promoting the financial planning process Be the spokesperson at New Hire orientation, and other training events Implement initiatives that help advisors and others become users of the financial planning services Assess and report on usage trends and plan quality MARGINAL OR PERIPHERAL FUNCTIONS Support and execute national sales and advice initiatives Participate in Key's commitment to the community. Projects as assigned by the Leadership Travel as needed based on training schedules, conferences and leadership meetings. Approximately 50% travel REQUIRED QUALIFICATIONS CFP or advanced planning designation required Series 65 or 7 required (or must be attained within the first 180 days of employment) A minimum of ten years of applicable Planning experience or equivalent. Undergraduate degree or equivalent experience. Sales experience Excellent interpersonal and communication skills Strong customer focus Ability to work as a team member Working knowledge of investment/securities

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