Manager, Wealth Strategies Communications Job in Cleveland, Ohio US
Manager, Wealth Strategies Communications
JOB BRIEF (PURPOSE) The Manager of WealthStrategies Communications (MWSC) will be responsible for leading developmentand dissemination of Wealth Advisory Services (WAS) Wealth Strategies communications.Using their deep understanding of wealth planning subject matter, the MWSC willidentify and communicate salient information in a manner appropriate for KeyPrivate Bank's diverse contituencies. All specialty areas within WAS areaccountable to the MWSC for relevant and cutting-edge content and topicsrelated to their areas of specialty. The MWSC is responsible for composition,editing and production of a full range of materials to effectively support WASgoals and objectives. This individualwill also serve as a Wealth Strategistfor estate planning and will be a highly credentialed national expert andadvisor in the area of estate planning, specifically having strong workingknowledge in trust and estate planning law; gifting techniques; transfer andgeneration skipping taxation; charitable gifting and planning techniques. ESSENTIAL JOB FUNCTIONS Communications: Oversee production of wealth strategies materials from draft creation through distribution of final product. Execute, supervise, and manage the process including the following: article/topic selection, research, and writing/editing. Work closely with all specialty areas within WAS (Financial Planning, Estate, Retirement and Business Succession Planning) in developing communication materials and presentations. Ensure efficiency and standardization of content and materials. Coordinate with local advisory teams and Line of Business partners to ensure that WAS communication materials compliment their communication activities. Lead and coordinate "Thought Leadership" materials. Responsible for the final selection of "Thought Leadership" topics selected for short-term and long-term Marketing and Public Relations initiatives. Serve as a leader in the public relations arena and engages in media opportunities for public speaking and trade publications. Maintain broad knowledge of KeyCorp products and services and recommend when appropriate. Maintain connectivity to the local advisory teams through Market Managers and Financial Planners to ensure that the wealth advisory needs of external stakeholders are identified and supported. Ensure quantity and quality of communications, including articles, newsletters, research, and advice briefings. Develop marketing,education, and training initiatives to support goals and objectives. Makerecommendations to management and support partners regarding the effectivenessof current advice tools, training, marketing strategy, collateral andcommunications. Maintain specialty knowledge in current trends, strategies, and tactics. Estate Planning Wealth Strategist: Works with ourteam of Estate Planning WSs to ensure our most complex clients estate andwealth planning needs are identified and met through a comprehensive approachto their etate and wealth planning objectives. Partner withother Estate PlanningWSs and local advisory teams to identify where our NHW clients/prospects mayhave opportunities for complex estate and wealth planning which may lead to currenttrust, IMA, charitable business opportunties Partner with theother WSs and FPs to ensure implementation of recommendations by leading theclient through the decision making process by explaining the recommendations,the pros and cons, as well as the consequences of not following the advice. Partner withteam members in overcoming the client's objections to recommendations to allowthe Relationship Manager/ISS to implement and close the business. Work as a team with other Wealth Specialists toshare expertise and best practices. LeadNational initiatives in subject area specialty