Family Wealth Senior Fiduciary Advisor - Careers at KeyBank
KeyBank
Family Wealth Senior Fiduciary Advisor - Careers at KeyBank
Job Description
About KeyBank
KeyBank is a leading national bank committed to empowering clients with innovative financial solutions. With a strong presence in wealth management, we serve Ultra High Net Worth (UHNW) families through our premier Family Wealth division. Headquartered in Cleveland, Ohio, KeyBank offers a collaborative environment where fiduciary experts thrive in delivering sophisticated wealth strategies.
Position Summary
Join KeyBank as a Family Wealth Senior Fiduciary Advisor in Cleveland, OH. This senior role focuses on providing expert fiduciary guidance and strategic wealth planning to UHNW clients (net worth > $25MM) and their beneficiaries. As a pivotal member of the Family Wealth team, you'll lead complex fiduciary services, ensure regulatory compliance, and drive exceptional client experiences. Ideal for seasoned professionals with deep expertise in estate planning, trust administration, and multigenerational wealth transfer.
Key Responsibilities
- Deliver advanced fiduciary counsel integrated with comprehensive wealth management strategies.
- Navigate intricate family dynamics and multigenerational planning with discretion.
- Evaluate estate documents and provide strategic trust/estate alternatives considering tax, legal, and financial factors.
- Oversee UHNW client onboarding and serve as senior contact for high-complexity relationships.
- Collaborate with external advisors, Regional Trust Director, and internal partners to optimize outcomes.
- Maintain expertise in evolving fiduciary, tax, and investment laws; uphold compliance and risk management.
- Identify business opportunities in investments, lending, and insurance to expand relationships.
Required Qualifications
- Bachelor's Degree or JD (preferred); equivalent experience required.
- 10+ years in fiduciary advisory, estate planning, or trust administration focused on UHNW clients.
- Mastery of complex trusts, estate settlements, and federal/state tax regulations (estate, gift, GST taxes).
- Proven ability to manage client relationships, deliver strategic advice, and foster long-term loyalty.
- Exceptional communication skills for engaging clients, beneficiaries, and professional advisors.
Why Join Us
At KeyBank, you'll advance your career in a dynamic fiduciary advisory role with access to cutting-edge resources and a supportive team. Enjoy competitive pay, robust benefits, and opportunities to influence UHNW wealth strategies. Be part of a firm dedicated to innovation, compliance, and client-centric excellence. Apply now for this full-time, senior-level position in Cleveland, OH, and elevate your impact in family wealth management.
Locations
- Cleveland, Ohio, United States
Salary
200,000 - 350,000 USD / yearly
* This is an estimated range based on market data and may vary based on experience and qualifications.
Skills Required
- Advanced fiduciary counsel and wealth planningintermediate
- Complex trust administration and estate settlementintermediate
- Multigenerational wealth transfer strategiesintermediate
- Federal and state tax regulations expertiseintermediate
- Client relationship management for UHNW individualsintermediate
- Estate planning document evaluationintermediate
- Cross-disciplinary collaboration with advisorsintermediate
Required Qualifications
- Bachelor's Degree (preferred) or Doctorate Juris Doctorate (JD) (preferred) (experience)
- 10+ years in fiduciary advisory, estate planning, or trust administration with UHNW clients (experience)
- Demonstrated expertise in multigenerational planning and complex trust structures (experience)
- Proven leadership in client relationships and strategic advice delivery (experience)
- Strong interpersonal and communication skills (experience)
Responsibilities
- Provide expert fiduciary guidance to UHNW clients and beneficiaries
- Evaluate estate planning documents and legal instruments
- Navigate complex family dynamics and multigenerational needs
- Lead development and execution of annual wealth plans
- Oversee onboarding and management of complex fiduciary relationships
- Ensure compliance with fiduciary standards and regulatory requirements
- Collaborate with internal teams and external advisors for optimal outcomes
Benefits
- general: Competitive compensation and performance-based incentives
- general: Comprehensive health, dental, and vision insurance
- general: 401(k) retirement savings with company match
- general: Professional development and career growth opportunities
- general: Generous paid time off and wellness programs
Tags & Categories
Answer 10 quick questions to check your fit for Family Wealth Senior Fiduciary Advisor - Careers at KeyBank @ KeyBank.
Related Books and Jobs
Family Wealth Senior Fiduciary Advisor - Careers at KeyBank
KeyBank
Family Wealth Senior Fiduciary Advisor - Careers at KeyBank
Job Description
About KeyBank
KeyBank is a leading national bank committed to empowering clients with innovative financial solutions. With a strong presence in wealth management, we serve Ultra High Net Worth (UHNW) families through our premier Family Wealth division. Headquartered in Cleveland, Ohio, KeyBank offers a collaborative environment where fiduciary experts thrive in delivering sophisticated wealth strategies.
Position Summary
Join KeyBank as a Family Wealth Senior Fiduciary Advisor in Cleveland, OH. This senior role focuses on providing expert fiduciary guidance and strategic wealth planning to UHNW clients (net worth > $25MM) and their beneficiaries. As a pivotal member of the Family Wealth team, you'll lead complex fiduciary services, ensure regulatory compliance, and drive exceptional client experiences. Ideal for seasoned professionals with deep expertise in estate planning, trust administration, and multigenerational wealth transfer.
Key Responsibilities
- Deliver advanced fiduciary counsel integrated with comprehensive wealth management strategies.
- Navigate intricate family dynamics and multigenerational planning with discretion.
- Evaluate estate documents and provide strategic trust/estate alternatives considering tax, legal, and financial factors.
- Oversee UHNW client onboarding and serve as senior contact for high-complexity relationships.
- Collaborate with external advisors, Regional Trust Director, and internal partners to optimize outcomes.
- Maintain expertise in evolving fiduciary, tax, and investment laws; uphold compliance and risk management.
- Identify business opportunities in investments, lending, and insurance to expand relationships.
Required Qualifications
- Bachelor's Degree or JD (preferred); equivalent experience required.
- 10+ years in fiduciary advisory, estate planning, or trust administration focused on UHNW clients.
- Mastery of complex trusts, estate settlements, and federal/state tax regulations (estate, gift, GST taxes).
- Proven ability to manage client relationships, deliver strategic advice, and foster long-term loyalty.
- Exceptional communication skills for engaging clients, beneficiaries, and professional advisors.
Why Join Us
At KeyBank, you'll advance your career in a dynamic fiduciary advisory role with access to cutting-edge resources and a supportive team. Enjoy competitive pay, robust benefits, and opportunities to influence UHNW wealth strategies. Be part of a firm dedicated to innovation, compliance, and client-centric excellence. Apply now for this full-time, senior-level position in Cleveland, OH, and elevate your impact in family wealth management.
Locations
- Cleveland, Ohio, United States
Salary
200,000 - 350,000 USD / yearly
* This is an estimated range based on market data and may vary based on experience and qualifications.
Skills Required
- Advanced fiduciary counsel and wealth planningintermediate
- Complex trust administration and estate settlementintermediate
- Multigenerational wealth transfer strategiesintermediate
- Federal and state tax regulations expertiseintermediate
- Client relationship management for UHNW individualsintermediate
- Estate planning document evaluationintermediate
- Cross-disciplinary collaboration with advisorsintermediate
Required Qualifications
- Bachelor's Degree (preferred) or Doctorate Juris Doctorate (JD) (preferred) (experience)
- 10+ years in fiduciary advisory, estate planning, or trust administration with UHNW clients (experience)
- Demonstrated expertise in multigenerational planning and complex trust structures (experience)
- Proven leadership in client relationships and strategic advice delivery (experience)
- Strong interpersonal and communication skills (experience)
Responsibilities
- Provide expert fiduciary guidance to UHNW clients and beneficiaries
- Evaluate estate planning documents and legal instruments
- Navigate complex family dynamics and multigenerational needs
- Lead development and execution of annual wealth plans
- Oversee onboarding and management of complex fiduciary relationships
- Ensure compliance with fiduciary standards and regulatory requirements
- Collaborate with internal teams and external advisors for optimal outcomes
Benefits
- general: Competitive compensation and performance-based incentives
- general: Comprehensive health, dental, and vision insurance
- general: 401(k) retirement savings with company match
- general: Professional development and career growth opportunities
- general: Generous paid time off and wellness programs
Tags & Categories
Answer 10 quick questions to check your fit for Family Wealth Senior Fiduciary Advisor - Careers at KeyBank @ KeyBank.
Related Books and Jobs