Location: For Those Who Work At Home - Various, New York 10705 As a member of the Family Wealth National Strategy Team this position is responsible for the acquisition of new Investment Management relationships for Key Private Bank's most affluent clients and multigenerational families. This position has direct responsibility to provide consultative investment expertise to our largest families and is responsible for leading the development of the investment strategy for new FW clients. This position directly supports FW Relationship Mangers (RMs) and Wealth Advisors on all Family Wealth IM&T sales opportunities, referrals and book of business reviews. Additional responsibilities include supporting the Family Wealth team when opportunities arise to expand the share of wallet of existing clients thru appropriate offerings of FW KPB IM&T products and services. In addition to having established COIs in their market(s) this position will develop centers of influence in the market(s) that can be leveraged into profitable relationships Builds and nurtures relationships by developing prospecting ideas, building a pipeline and generating sales through the NST. This position works closely with members of the assigned client team including the FW investment advisor to implement the agreed upon investment strategies. The position also seeks to influence the broader Key Private Bank Portfolio Strategies team to represents the platform needs of Key Family Wealth. Prospecting, Pipeline & Opportunity Management * Serve on FWNST to develop, monitor and close FW IM&T pipeline for entire footprint. * Serves as the primary investment strategy resource all external IM&T sales opportunities. * Develop and refine FW KPB investment management value proposition and deliver internally and externally in conjunction with the Director of FW Investment Management and the KPB Investment Management leadership team. * Partner with FW Segment and Field teams to pursue IM&T sales opportunities, including closing of the deal. * Understands what differentiates FW and develops a unique sales approach that differentiates FW from the rest of the marketplace. Investment Advisory * Integration of KPB's investment philosophy and best thinking into a comprehensive sales strategy within the NST. * Evaluate investment strategies and brief FW teams, prospects and clients as appropriate, providing insight, direction and advice. * Maintains detailed knowledge of investment markets, concepts, solutions and strategies for KPB's ultra-affluent clients/prospects including a working knowledge of relevant tax issues. * Advocates for client interests including ways to achieve client goals not currently available on KPB's investment platform. * Creates, implements and coordinates a comprehensive family financial strategy, including a comprehensive Investment Policy Statement (IPS) * Develops and maintains communication flow from investment research team and internal experts in each asset class to FWNST. * Monitors and can articulate FW's investment integration of multiple and segregated family financial strategies, IPSs and asset allocation strategies * Understands and can articulate the selection and monitoring process of the money managers who carry out the actual investing of various aspects of the portfolio, including cash management, bonds, equities, alternatives and derivatives * Maintains a working knowledge of non-investment related advisory issues and solutions which may impact the team's ability to help clients achieve their goals and aspirations. * Shares intellectual capital among the group of similarly experienced advisors within the Family Wealth Group, particularly the NST. Portfolio Construction Support * Works collaboratively with the KPB investment management team to develop the strategies and solutions necessary to adopt and maintain the investment mandate identi