Location:4900 Tiedeman Road, Brooklyn OhioJob SummaryThe Wealth Market Associate (WMA) will report directly to the Head of Field Support. The Wealth Market Associate will be responsible for ongoing operational support of Wealth Market Leaders and their advisor teams within defined markets or region. The WMA is dedicated to the Mass Affluent Market and will act as a trusted team member focusing on day-to-day operational needs of the Wealth Market Leaders and their market sales force. This role will be critical in helping to support a mass affluent segment to our overall delivery model within the Bank.ResponsibilitiesSales Reporting – maintain monthly snapshot of production reports for each PCA for WML.Managed Money Annual Review – Download report from Salesforce of Outstanding Annual Reviews that need to be done.System Acumen – Salesforce, Terrapin, M&O, NetX, Money Guide Pro, Lead ManagementNew Hire onboarding:o Act as liaison between new hire and back off in order to obtain information needed for licensing/registration.o Act as liaison between Retail and WML to ensure space/office is available for new hire.o Order computer and work with technology team to ensure timely receipt.o Process requests for phones, email updates, system access and new hire supplies.o Setup new hire onboarding calendar in collaboration with WMLo Provide guidance to new PCA during onboarding for the following: Set up of Key Connect Page with APPs and links Set up of WebEx, Microsoft Teams, Voicemail, Outlook Signature and obtaining a new Biscom Fax line. Overview of all systems utilized within their day to day activities Review “HOT” Files for compliance that need to be set upo Book of Business Download a list of accounts out of NetX for each branch within new territory Separate list into files for review – closed accounts, pending close accounts, active accounts, $0 Balance accounts. Review files with WML and send instructions to current PCA for review/return Review returned files, process book movements.o PCA introduction Letter (if applicable) Compose Letter for review / approval by WML / CSG / Compliance Assist in obtaining mailing list for review / approval Assist with mailmerge / mailing where needed.Offboarding for termed employees:o Pull BOB from NetX for Retention & Calling Purposes and future movement to temporary or permanent coverage.o Send Back office Term Notificationo Terminate employee in Workday systemo Terminate All Accesso Complete offboard at Key Request and ensure all equipment has been returned.o Process request for voicemail passcode change, update voicemail and sent any current voicemails to WML for review / distribution of coverageo Update to remove terminate employee from distribution lists, meetings and teams page.o Create BOB Mailing (if applicable)o Process BOB movement inclusive of NetX accounts, Annuities (inclusive of changes to carriers) and Fund Direct account (if applicable) to temporary or permanent coverage.Stand in where necessary / appropriate when Wealth Market Leader is unavailable.Assist with partnership communication between Retail and other groups within KISCreate / Maintain market listings inclusive of branch coverage, PCA hub locationsCollaborate with Retail partners and Licensing group to pass along movement within the PCB teams.NetX Manager Que’s – pull reporting, review with Wealth Market Leader and process movements.Book of Business Maintenance (for existing or termed reps)Annuity Book rep of record changes (for existing or termed reps)HR / Workday Support:o Maintenance of Positions Open positions / create requisitions Close positionso Process updates - promotions / demotions, change of location, title, etco Process Time / PTO Correctionso Process as delegate expense reports for WMLso Review / Approve expense reports as delegate for WMLo Process purchasing requests for supplies for WMLDay to Day office support:o Outlook Calendar Maintenance for WMLso Set up Monthly 1:1s for WMLs, Team Calls, Market Calls etc as requiredo Supply orderso Rep Code Changes within NetXo Annuity Rep of Record Changeso HUB Location Changes – ensure space available / set up, communicate with licensing, back office, KB and order new business cards. Letters to clients only when phone # and location changes.o All other duties as assigned.Client Events:o Co-ordinate planning meetings between WML, CIO and WRE and KPB Leader (if applicable) to review logistics and plan for client evento Work with Marketing, CSG and Compliance for an approved client invitationo Create shared Client Event page (make private) within Market Teams Page (if needed) to house client invitation list, business tracker and approved invitation.o Gather all PCAs participating invitation lists into one master list and submit to CSG / Compliance for approval for invitation.o Communicate Approval to all PCAs/WMLo Research/Source location to hold event and work with location to set up event/overnight accommodations for those that need to travel in to event.o Create Sign in sheets, name tags for event if neededTeam Meetings / Trainingso Secure location / space (if no internal space large enough or available to work with)o If external work with Location to set up rooming list if needed for overnight accommodations, secure AV and confirm meeting times / # of attendees.o Send out Save the Dates / Meeting Invitationso Co-ordinate planning calls to layout Agendao Create powerpoint presentation and gather materials for presentationso Communicate any pre-work needed to attendeeso Confirm/communicate any overnight accommodationo Gather all supplies / print materials (if applicable)o Create Agendas/power points presentations/sign in sheetsPerforms other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without noticeComplies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients and Key.Education QualificationsHigh School Diploma (required)Bachelor's Degree (preferred)Experience Qualifications3+ years experience in brokerage or bank based brokerage firm support role ()Tactical SkillsMust have strong organizational, verbal, written communication skills, including the ability to be comfortable working for and receiving instructions from several team members.Strong proficiency in all Microsoft Office suite applications (Excel, Word, Outlook, etc.).Ability to be flexible and work diplomatically in team environment and the ability to quickly assimilate and use other programs, processes and procedures with minimal to moderate instruction is necessary.Highly organized individual with a penchant for strong judgement, accuracy, the capability to balance multiple priorities and the ability to perform at a high standard in a fast-paced environmentCore CompetenciesAll KeyBank employees are expected to demonstrate Key’s Values and sustain proficiency in identified Leadership Competencies.TravelOccasional travel to include overnight stay.COMPENSATION AND BENEFITSThis position is eligible to earn a base hourly rate in the range of $25.00 - $38.46 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes incentive compensation which may include production, commission, and/or discretionary incentives.Please click here for a list of benefits for which this position is eligible.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.Job Posting Expiration Date: 09/26/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to 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. #LI-Hybrid