KPB Trust Team Manager

Location:

The role of the Trust Team Manager is to act as a player coach to the Private Bank specialty trust team for Real Estate to develop a holistic understanding of each client's needs, engaging the appropriate resources to provide solutions to meet those needs through:

Leadership

• Supports business objectives through active advocacy and behavioral adoption
• Promotes professional team atmosphere that encourages open expression of ideas and opinions leading to successful sales environment
• Manages and promotes consistent integration of critical fiduciary processes and systems into the team to maximize resource utilization, efficiency and return on investment.
• Coordinates, promotes and enhances working relationships with Portfolio Management, Legal, Relationship Managers and Operations for effective delivery of client services within the team.

Fiduciary Expertise

• Maintains deep expertise in fiduciary, investment, real estate, and other related wealth issues
• Designs and delivers sophisticated fiduciary solutions, using relationship team model, to high net worth clients with complex financial needs
• Fulfills Key's fiduciary responsibilities, ensuring retention of business and reputation
• Advises Relationship Managers (RMs) and other partners on internal fiduciary issues related to real estate

Real Estate Administration

• Guides and influences the administration of real estate within accounts
• Analyzes and interprets legal instruments to determine duties and responsibilities of bank
• Identifies and resolves potential real estate, trust and estate tax-related issues
• Collaborates with the Law Group and Fiduciary Management to prevent and resolve fiduciary/real estate issues.
• Applies sound fiduciary judgment to trust matters
• Provides guidance to staff on complex issues.

Client Management

• Reviews client estate planning and trust documents and advises RMs, attorneys, etc. on recommended changes
• Provides guidance to other members of the client service team that is proactive and relevant
• Anticipates and advises clients on evolving financial goals and objectives

Compliance

• Exerts managerial control to ensure compliance with all internal policies and procedures, as well as regulatory and legal requirements on individual book of business and assigned team.
• Assumes responsibility for the timely resolution of Compliance-related issues on team-assigned fiduciary accounts.
• Mitigates risk on individual book of business
• Assumes accountability for all delegated work on assigned accounts

Reputation

• Meets and engages with clients, prospective clients, attorneys, accountants, consultants, and co-fiduciaries
• Fosters close business relationships to develop client loyalty and new business opportunities
• Creates and executes on opportunities to showcase as subject-matter-expert presenter
• Enhances Key's reputation with high net worth individuals and their influencers
• Develops and maintains knowledge of Key's investment process and results
• Participates in KeyCorp's commitment to community

Sales

• Participates in the closing of new business as needed. Coaches team members to a level of outstanding to support the relationship team on the referral of new business.
• Pro-actively communicates with clients, prospective clients, attorneys, accountants, consultants, and co-fiduciaries, fostering business relationships to develop new business referrals and to enhance Key Private Bank's image.

Human Capital Leadership

• Acquires and builds bench strength, including the development of strategic sourcing strategies, appropriate employee development and business training.
• Creates a positive work environment, establishes high standards for work quality and provides opportunities for career growth and job satisfaction in order to develop and retain a highly trained and motivated staff.
• Builds an effective, cohesive team based upon integrity and application of Key Values.
• Establishes and tracks performance objectives for team members; manages and evaluates staff performance to established objectives and differentiates performance.
• Manages cost center and oversees administrative requirements for the team.

• Minimum of 5 years of real estate and/or trust administration and fiduciary advisory services or its equivalent
• Undergraduate degree in business related field or equivalent experience
• Real Estate Certifications
• Ability to advance business success of his/her sales and client servicing team through personal contribution

• Professional Designation preferred - Accredit Commercial Manager, Certified Property Manager, advanced degree as appropriate

• Demonstrated proficiency and effectiveness in client service skills (including handling client/prospect and Center of Influence (COI) inquiries and relationships), communication skills (including verbal, phone and written), and problem resolution skills.
• Demonstrated proficiency and effectiveness in organizational skills including the ability to balance multiple requests and prioritize tasks in an efficient manner or order to support multiple people.
• Ability to interact effectively and collaboratively in a team environment.
• Ability to work, make decisions and manage client relationships independently while managing competing priorities.
• Ability to multi-task, quickly change direction and have an independent work ethic.
• Ability to exercise discretion due to accessing and handling highly sensitive information.
• Demonstrated attention to detail.
• Ability to learn and use proprietary software, databases and systems.
• Proficient in all Microsoft Office Applications

Developing Direct Reports - Provides challenging and stretching tasks and assignments; holds frequent development discussions; is aware of each direct report's career goals; constructs compelling development plans and executes them; pushes direct reports to accept developmental moves; will take direct reports who need work; is a people builder.

Building Effective Teams - Blends people into teams when needed; creates strong morale and spirit in his/her team; shares wins and successes; fosters open dialogue; lets people finish and be responsible for their work; defines successes in terms of the whole team; creates a feeling of belonging in the team.

Motivating Others - Creates a climate in which people want to do their best; can motivate many kinds of direct reports and team or project members; can assess each person's hot button and use it to get the best out of him/her; pushes tasks and decisions down; empowers others; invites input from each person and shares ownership and visibility; make each individual feel his/her work is important; is someone people like working for and with.

Business Acumen - Know how businesses work; knowledgeable in current and possible future policies, practices, trends, and information affecting his/her business and organization; knows the competition; is aware of how strategies and tactics work in the marketplace.

Customer Focus - Dedicated to meeting the expectations and requirements of clients; gets first-hand customer information and uses it for improvements in products and services; acts with customers in mind; establishes and maintains effective relationships with customers and gains their trust and respect.

Peer Relationships - Can quickly find common ground and solve problems for the good of all; can represent his/her own interests and yet be fair to other groups; can solve problems with peers with a minimum of noise; is seen as a team player and is cooperative; easily gains trust and support of peers; encourages collaboration; can be candid with peers.

Drives for Results - Can be counted on to exceed goals successfully; is constantly and consistently one of the top performers; very bottom-line oriented; steadfastly pushes self and others for results.

Creativity Ability to develop new and unique ideas and tends to be seen as original and value-added in brainstorming settings.

Functional / Technical Skills - Has the functional and technical knowledge and skills to do the job at a high level of accomplishment.

Intellectual Horsepower - Is bright and intelligent; deals with concepts and complexity comfortably; described as intellectually sharp, capable, and agile.

Problem Solving - Uses rigorous logic and methods to solve difficult problems with effective solutions; probes all fruitful sources for answers; can see hidden problems; is excellent at honest analysis; looks beyond the obvious and doesn't stop at the first answers.

Presentation Skills - Is effective in a variety of formal presentation settings; one-on-one, small and large groups, with peers and superiors, clients, prospects and centers of influence; is effective both inside and outside the organization, on both cool data and hot and controversial topics; will show and project confident, caring demeanor in client settings to enhance overall client experience; can change tactics midstream when something isn't working.

Strategic Agility - Can quickly understand and embrace corporate and line of business initiatives and changes and can confidently represent KPB internally among teammates and externally among clients, prospects and centers of influence.

Interpersonal Savvy - Relates well to all kinds of people, up, down, and sideways, inside and outside the organization; builds appropriate rapport; builds constructive and effective relationships; uses diplomacy and tact; can diffuse even high-tension situations comfortably.

Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.