KPB Trust Team Manager

Location:

4900 Tiedeman Road - Brooklyn, Ohio 44144-2302

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.

REQUIRED QUALIFICATIONS

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