Regional Director, Planning & Investments

KeyBank

Regional Director of Planning & Investments driving financial planning engagement and managing KPC financial planning practice priorities. Serving as a solutions consultant and liaison for advisors with client education.

Posted 4/14/2026full-timeAmherst • New York • 🇺🇸 United StatesLead💰 $96,000 - $181,000 per yearWebsite

About the role

Key responsibilities & impact

Drive financial planning engagement within the mass affluent segment
Manage key priorities of the financial planning practice
Serve as in-house solutions consultant helping educate advisors
Maintain appropriate risk controls and support advice-based sales process

Requirements

What you’ll need

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

Benefits

Comp & perks

Incentive compensation including production, commission, and/or discretionary incentives
Flexible options for mobile work environments
Professional development opportunities

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial planningrisk managementsales process

Soft Skills

consultingeducationprioritization

Certifications

CFPSeries 65Series 7