Senior Closing Officer responsible for pre - closing and closing functions for credit products at KeyBank. Managing complex transactions and providing expertise to drive successful loan closures.
About the role
- Senior Manager leading a team of virtual Financial Planners responsible for delivering holistic financial plans. Driving mutual fund sales and ensuring compliance standards in a hybrid work model.
Responsibilities
- Lead, coach, and mentor a team of virtual financial planners and advisor support roles
- Drive mutual fund sales, financial planning adoption, and Member conversion through virtual channels
- Ensure financial plans delivered by advisors are high-quality, compliant, and tailored to client needs
- Maintain adherence to regulatory requirements (KYC, suitability, disclosure standards)
- Produce and/or review senior leadership reporting on sales performance, pipeline, productivity, client feedback, and capacity metrics
- Ensure the team is effectively spotting opportunities that would improve Member financial well-being
Requirements
- 7+ years of experience in financial advisory, wealth management, or investment sales
- 3–5+ years of leadership experience managing advisors or sales teams
- University degree in Business Administration, Economics, or related field is required
- Strong understanding of mutual funds, financial planning frameworks, and regulatory requirements
- Mutual Fund License in current good standing
- Strong financial service product & compliance knowledge
- Demonstrated success in driving sales results through coaching and analytics
- Skilled in digital sales tools, CRM systems, and virtual client engagement with extensive knowledge of CRM and banking systems
Benefits
- Health insurance
- Flexible working hours
- Professional development opportunities
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