Regional Director, Planning & Investments

KeyBank

Regional Director of Planning & Investments at Key Private Client driving financial planning engagement for the mass affluent segment. Managing advisor development and client experience while collaborating with multiple teams.

Posted 7/4/2026full-timeBuffalo • New York, Pennsylvania • 🇺🇸 United StatesLead💰 $96,000 - $181,000 per yearWebsite

About the role

Key responsibilities & impact

The Regional Director (RD) of Planning & Investments – KPC (Key Private Client) is responsible for driving financial planning engagement within the mass affluent segment
This position will manage key priorities of the financial planning practice, including, advisor development, coaching, delivering superior client experience and executing on firm’s planning engagement initiatives
RDs will also serve as in-house, solutions consultants, helping educate advisors on aligning solutions to client’s goals
In addition, RD will represent assigned territory as subject matter expert on financial planning & solutions, partner with other parts of the Key Wealth Management including but not limited to Private Client Advisors, KPB Planning Leaders, the CIO office and practice management and field-based Key Wealth Market and Region Leaders
Additional responsibilities include maintaining appropriate risk controls, training on financial planning process and software across the wealth segment, and the support of advice-based sales process though assistance in identifying and delivering appropriate advice

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
Excellent interpersonal and communication skills
Strong customer focus
Ability to work as a team member
Working knowledge of investment/securities

Benefits

Comp & perks

Eligibility for incentive compensation which may include production, commission, and/or discretionary incentives
Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

Financial PlanningInvestment StrategiesRisk ManagementClient EngagementAdvisor Development

Soft Skills

Interpersonal SkillsCommunication SkillsCustomer FocusTeam Collaboration

Certifications

CFPSeries 65Series 7