Location
Hybrid remote in Boston, MA 02110
Job Summary
The Regional Consultant, Special Services oversees a portfolio of institutional clients focused on custodial services, including management of benefit payments. This role collaborates with Institutional Advisors (IAs) and Philanthropic Consultants to provide specialized servicing guidance and solutions, supporting client growth and acquisition across corporate, ERISA, government, and nonprofit sectors. The Regional Consultant manages complex custody relationships, ensuring proactive service delivery and strong client management.
Essential Job Functions
- Oversee a portfolio of clients receiving custodial services, including benefit payments.
- Collaborate with Institutional Advisors on new special servicing opportunities in corporate, ERISA, government, and nonprofit markets.
- Provide regional sales support and client advisory assistance, with travel as needed.
- Support client expansion by identifying and delivering solutions tailored to client needs.
- Deliver service and guidance related to both custody and benefit payments.
- Ensure accurate, superior, and proactive service delivery in line with governing documents, policies, and regulatory requirements.
- Partner with Philanthropic Consultants to deliver special services, reporting, and solutions for nonprofit client acquisition and servicing.
- Develop and maintain strong client relationships, serving as a trusted advisor and advocate.
- Mentor other team members to enhance consulting and advisory capabilities.
- Conduct regular client reviews and solicit feedback to improve service delivery and identify new opportunities.
- Retain and expand client relationships through consultative engagement and proactive solutions.
- Ensure all client relationships are managed in compliance with organizational policies, procedures, and regulatory requirements.
- Analyze and interpret legal documents for client relationships and apply sound fiduciary judgment.
Required Qualifications
- Bachelor’s degree in business, finance, accounting, or related field.
- A minimum of 10 years of experience in institutional banking, trust/custody administration, or investments.
- Experience managing complex custody relationships.
- Strong analytical, communication (oral and written), interpersonal, and problem resolution skills.
- Working knowledge of custodial services and benefit payment processing.
- Familiarity with regulatory requirements and compliance standards.
- Strong PC skills, especially Excel, Word, and PowerPoint.
Required Skills
- Client service excellence: proven ability to deliver high-quality, proactive guidance to institutional clients.
- Relationship management: skilled at building and maintaining strong client relationships with a consultative approach.
- Collaboration: effective partnership with internal teams and external advisors to deliver comprehensive solutions.
- Market knowledge: understanding of corporate, ERISA, government, and nonprofit markets.
- Analytical ability: strong problem-solving skills and attention to detail in managing complex client relationships.
- Communication: excellent written and verbal communication skills, with the ability to present complex concepts clearly.
- Compliance: knowledge of regulatory requirements and ability to manage risk appropriately.
- Workplace approach: Key has implemented an approach to employee workspaces prioritizing in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.
Posting Expiration Date
04/12/2026
KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.
