Attorney in Anchorage, AK

In-House

Anchorage, AK

Attorney in Anchorage, AK

Non-practicing Attorney

Min 5 yrs required

No

The **MEMBERS ONLY**SIGN UP NOW***. Relationship Manager position is a full-time role located in Anchorage, Alaska. This position offers the opportunity to work with high-net-worth clients and develop personalized banking, borrowing, and investment solutions. As a Relationship Manager, you will act as the primary client advisor, developing and implementing strategies based on the client's financial goals and working with a team to execute and advise on their needs. This role also involves building and maintaining relationships with both new and existing Key Bank clients.

Responsibilities:

- Act as the primary client advisor by recommending banking, borrowing, and investment solutions to help clients achieve their financial goals.
- Develop a comprehensive understanding of clients' needs through financial data analysis and personal meetings.
- Prepare and deliver client presentations, both individually and as part of a team.
- Meet or exceed assigned sales goals by expanding existing client relationships and acquiring new business.
- Participate in community organizations to source business development opportunities.
- Maintain knowledge of financial wealth management and brokerage investment advisory services and products.
- Comply with all KeyBank policies and procedures, acting professionally and ethically at all times.
- Collaborate with internal and external partners to provide the best solutions for clients.
- Act as a trusted advisor and build strong relationships with clients.

Requirements:

- Bachelor's degree in a business-related field or equivalent work experience.
- 5 years of sales and business development experience with proven results.
- FINRA Series 7 and 66 (or 63 & 65) license required.
- Preferred certifications include Certified Financial Planner (CFP), Certified Investment Management Analyst (CIMA), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Certified Wealth Strategist, and Licensed Attorney/JD (varies by state).
- Strong knowledge of investments, trust, and credit.
- Excellent communication skills, both verbal and written.
- Proficient in personal computer applications.

Tactical Skills:

- Ability to build trust and take a client-centric approach.
- Strong client advisory skills.
- Comprehensive understanding of financial products and banking regulations.
- Experience with personal and commercial financial statements.
- Knowledge of consumer or commercial lending.

Personal Skills:

- Collaboration and critical thinking abilities.
- Emotional intelligence and empathy.
- Influence and persuasion skills.
- Resilience and the ability to remain empathetic while maintaining belief in one's abilities.

Practical Skills:

- Business acumen and risk management abilities.

Core Competencies:

- Demonstrate Key's Values and sustain proficiency in identified Leadership Competencies.

Physical Demands:

- General office work with prolonged sitting and occasional lifting/pushing/pulling up to 10 lbs.

This full-time position may involve occasional travel and overnight stays. A valid driver's license is required for this role.

Salary Information:

The salary for this position is competitive and will be based on experience and qualifications. In addition to salary, **MEMBERS ONLY**SIGN UP NOW***. offers a comprehensive benefits package including medical, dental, vision, 401(k) with company match, paid time off, and more.

Experience Information:

- Bachelor's degree in business-related field or equivalent work experience (required)
- 5 years of demonstrated sales and business development experience with proven results (required)

Licenses and Certifications:

- FINRA Series 7 and 66 (or 63 & 65) (required)
- Certified Financial Planner (CFP) (preferred)
- Certified Investment Management Analyst (CIMA) (preferred)
- Certified Public Accountant (CPA) (preferred)
- Chartered Financial Analyst (CFA) (preferred)
- Certified Wealth Strategist (preferred)
- Licensed Attorney/JD (varies by state) (preferred)

Education Qualifications:
- Bachelor's degree in business-related field or equivalent work experience (required)

Experience Qualifications:
- 5 years of demonstrated sales and business development experience with proven results (required)

Licenses and Certifications:
- FINRA Series 7 and 66 (or 63 & 65) (required)
- Certified Financial Planner (CFP) (preferred)
- Certified Investment Management Analyst (CIMA) (preferred)
- Certified Public Accountant (CPA) (preferred)
- Chartered Financial Analyst (CFA) (preferred)
- Certified Wealth Strategist (preferred)
- Licensed Attorney/JD (varies by state) (preferred)

Salary Information:
- Competitive salary based on experience and qualifications.

Benefits:
- Comprehensive benefits package including medical, dental, vision, 401(k) with company match, paid time off, and more.

Job Title:
- **MEMBERS ONLY**SIGN UP NOW***. Relationship Manager - Licensed

Job Location:
- Anchorage, AK

Job Type:
- Full-time

Job Requisition ID:
- R-31753

Date Posted:
- Posted 4 Days Ago

End Date:
- May 26, 2025 (30+ days left to apply)

Company:
- **MEMBERS ONLY**SIGN UP NOW***.

Department:
- Relationship Management

H1:
- **MEMBERS ONLY**SIGN UP NOW***. Relationship Manager - Licensed

H2:
- Act as a Trusted Advisor and Build Strong Relationships with High-Net-Worth Clients

**MEMBERS ONLY**SIGN UP NOW***. Relationship Manager - Licensed

**MEMBERS ONLY**SIGN UP NOW***. is seeking a Relationship Manager - Licensed to join our team in Anchorage, Alaska. This full-time position offers the opportunity to work with high-net-worth clients and provide personalized banking, borrowing, and investment solutions. The RM will act as the primary client advisor, developing and implementing strategies based on the client's financial goals and working with a team to execute and advise on their needs. This role also involves building and maintaining relationships with both new and existing Key Bank clients.

Key Responsibilities:

- Act as the primary client advisor by recommending banking, borrowing, and investment solutions to help clients achieve their financial goals.
- Develop a comprehensive understanding of clients' needs through financial data analysis and personal meetings.
- Prepare and deliver client presentations, both individually and as part of a team.
- Meet or exceed assigned sales goals by expanding existing client