Licensed Relationship Managers
Use your experience managing and growing a profitable book of business to achieve personal and team goals.
At Key, we work to improve our clients’ overall financial wellness. Our focus on wellness is a different approach to banking, enabling us to transform how we engage with our clients while bringing our promise of ease, value and expertise to life.
Licensed relationship managers (LRM) build relationships and deliver financial solutions to Key’s client base with up to $1M in investable assets. The LRM helps clients gain confidence in their financial wellness by guiding them toward products and services that can help them meet their goals. LRMs effectively manage a book of business by identifying products and services to meet client needs and by referring to appropriate sales professionals in retail, investment services, private bank, mortgage or business banking. At Key, LRMs actively use their Series 6, 63 and L&H licenses and are permitted to write their own business up to $100k.
Successful LRMs have tremendous opportunity for growth at Key. When Key achieves success, its top performers have an opportunity to share in the rewards.
Related Backgrounds
- Banking
- Insurance
- Investments
Core Competencies
- Working knowledge of financial products and services
- Track record for servicing, developing and growing client relationships and building referral sources in insurance and investment products
- Strong financial acumen
- FINRA Series 6 and 63 investment licenses
- Life and State Insurance License
We have LRM opportunities across our 1,100+ full service branches.
