About KeyBank

KeyBank is a leading national bank committed to helping clients achieve their financial goals through innovative wealth management solutions. With a strong focus on Ultra High Net Worth (UHNW) families, KeyBank's Family Wealth division delivers sophisticated fiduciary advisory services, trust administration, and comprehensive family office experiences. Join our Plymouth Meeting, PA team and become part of a trusted institution powering client success across generations.

Position Summary

The Family Wealth Sr. Fiduciary Advisor plays a pivotal role in serving UHNW clients with net worth exceeding $25MM. Based at our 401 Plymouth Road office in Plymouth Meeting, Pennsylvania, this position involves delivering expert fiduciary advice, managing complex trust relationships, and collaborating with multidisciplinary teams to protect, grow, and transition family wealth. Ideal for seasoned professionals in fiduciary advisory, estate planning, and wealth management seeking to provide industry-leading client experiences.

Key Responsibilities

Advisory Excellence

Lead fiduciary advice delivery, review estate planning documents, analyze legal instruments, and facilitate estate, tax, and philanthropic planning. Collaborate with external advisors to resolve complex issues and ensure tailored solutions for UHNW families.

Growth and Business Development

Identify investment, trust, banking, and lending opportunities. Deepen client relationships, lead onboarding, assess revenue potential, and demonstrate community leadership to attract new business.

Client Servicing and Retention

Serve as primary contact for legacy relationships, develop annual wealth plans, engage fiduciary partners, and retain next-generation clients for long-term loyalty.

Fiduciary Expertise and Compliance

Administer complex accounts, stay current on estate and tax law changes, and uphold KeyBank's fiduciary standards while managing risk effectively.

Required Qualifications

Candidates must have extensive experience with UHNW clients, fiduciary and trust administration, estate/tax planning, and client relationship management. Proficiency in state-specific regulations, collaboration skills, and a proactive approach to wealth issues are essential. Relevant certifications (e.g., CTFA, CFP) and community involvement preferred.

Why Join Us

At KeyBank, you'll thrive in a supportive environment fostering professional growth, intellectual capital sharing, and exceptional client impact. Enjoy competitive pay, benefits, and the chance to shape UHNW family legacies. Search 'KeyBank fiduciary advisor careers' or 'wealth management jobs Plymouth Meeting PA' to learn more about opportunities in banking and finance.