About KeyBank

KeyBank is a leading national bank committed to helping clients achieve their financial goals through innovative wealth management solutions. With a strong presence in Cleveland, Ohio, our Family Wealth team delivers exceptional services to Ultra High Net Worth (UHNW) individuals and families. Join us at 127 Public Square and be part of a dynamic organization focused on fiduciary excellence and client success.

Position Summary

The Family Wealth Senior Fiduciary Advisor plays a pivotal role in fulfilling KeyBank's fiduciary responsibilities for UHNW clients with net worth exceeding $25MM. As a key member of the relationship management team, you will provide sophisticated advisory services, manage fiduciary risks, and collaborate to attract, retain, and grow client relationships. For legacy relationships, serve as the primary contact, coordinating all Family Wealth services to deliver an industry-leading family office experience. This senior fiduciary advisor role in Cleveland, OH, emphasizes protecting, growing, and transitioning family wealth while deepening client loyalty.

Key Responsibilities

Advisory Services

• Lead fiduciary advice delivery and execute exceptional client experiences.
• Develop insights into family dynamics and beneficiary needs.
• Review estate planning documents and analyze legal instruments for tailored planning.
• Facilitate estate, tax, and philanthropic strategies, collaborating with external advisors.

Growth and Business Development

• Identify investment, trust, banking, and insurance opportunities.
• Prioritize relationship deepening and lead beneficiary engagement.
• Participate in pricing discussions and community leadership via boards and organizations.

Client Servicing and Fiduciary Expertise

• Retain and expand relationships, including next generations.
• Administer complex accounts with proactive expertise in fiduciary, tax, and wealth issues.
• Stay current on estate and tax law changes to share intellectual capital with the team.

Required Qualifications

Ideal candidates bring proven experience with UHNW clients, expertise in estate planning, tax strategies, and trust administration. Strong analytical skills, fiduciary risk management, and the ability to interpret complex legal documents are essential. Excellent collaboration with attorneys, accountants, and internal teams, plus a track record in client retention and revenue growth, set top performers apart. Knowledge of state-specific estate issues and commitment to ongoing education in wealth management are required.

Why Join Us

At KeyBank, you'll thrive in a supportive environment fostering professional growth and community impact. Enjoy competitive pay, robust benefits, and the chance to work on high-profile UHNW relationships in Cleveland's vibrant financial hub. Advance your career in fiduciary advising, contribute to family wealth legacies, and be part of a team delivering unparalleled service. Apply now for this senior fiduciary advisor position and elevate your wealth management career at KeyBank.