Key Family Wealth Senior Portfolio Strategist - Careers at KeyBank
KeyBank
Key Family Wealth Senior Portfolio Strategist - Careers at KeyBank
Job Description
About KeyBank
KeyBank is a leading national bank committed to empowering clients through innovative wealth management solutions. Headquartered in Cleveland, Ohio, KeyBank's Family Wealth division offers comprehensive investment strategies, trust services, and personalized financial planning. Join a dynamic team dedicated to exceeding client expectations in a fiduciary-focused environment.
Position Summary
The Key Family Wealth Senior Portfolio Strategist plays a pivotal role in managing complex investment portfolios for high-net-worth clients. Based at 127 Public Square in Cleveland, OH, this full-time position involves discretionary portfolio construction, client advising, and team collaboration to deliver tailored wealth strategies. Ideal for seasoned professionals passionate about open architecture investing and business growth in wealth management.
Key Responsibilities
- Construct and manage large, complex investment portfolios aligned with client objectives and investment policies.
- Evaluate client goals, develop relationship strategies, and execute asset allocation using KeyBank's open architecture platform.
- Review portfolio performance, initiate transactions, and ensure compliance with internal policies.
- Collaborate with relationship managers for client reviews, business development, and introducing Wealth Segment capabilities.
- Mentor Portfolio Advisor Associates, foster team accountability, and contribute to investment committees.
- Drive sales goals through expanding client relationships, referrals, and new business opportunities.
Required Qualifications
- Advanced knowledge of financial markets, fiduciary standards, and investment strategies.
- Proven experience in discretionary portfolio management for sophisticated clients.
- Strong leadership skills to coach teams and promote open architecture solutions.
- Excellent communication for client advising and cross-team collaboration.
- Track record of meeting sales targets in wealth management or private banking.
Why Join Us
At KeyBank, you'll thrive in a supportive culture that values expertise, innovation, and client success. Enjoy career growth opportunities, competitive benefits, and the chance to shape the future of family wealth strategies. Be part of a top-tier team in Cleveland's vibrant financial hub, positioning KeyBank as the trusted advisor for generations. Apply now for this senior portfolio strategist role and elevate your wealth management career.
Locations
- Cleveland, Ohio, United States
Salary
150,000 - 250,000 USD / yearly
* This is an estimated range based on market data and may vary based on experience and qualifications.
Skills Required
- Portfolio Managementintermediate
- Investment Strategyintermediate
- Asset Allocationintermediate
- Financial Markets Expertiseintermediate
- Client Relationship Managementintermediate
- Fiduciary Standardsintermediate
- Open Architecture Platformsintermediate
- Performance Analysisintermediate
- Team Leadershipintermediate
- Compliance Managementintermediate
Required Qualifications
- Deep expertise in financial markets and investment principles (experience)
- Experience managing complex investment portfolios with discretionary authority (experience)
- Knowledge of fiduciary frameworks and open architecture investing (experience)
- Proven track record in client advising and strategy development (experience)
- Leadership experience mentoring portfolio advisors and associates (experience)
- Strong collaboration skills within relationship management teams (experience)
- Ability to meet or exceed sales goals for business growth (experience)
Responsibilities
- Manage and construct investment portfolios aligned with client goals
- Advise clients on strategies and customize portfolios to their needs
- Collaborate with relationship teams to deliver exceptional service
- Review portfolios, analyze performance, and execute transactions
- Participate in investment committees and maintain market expertise
- Assist in developing investment policies and client relationship strategies
- Mentor and lead Portfolio Advisor Associates
- Drive business development through client referrals and sales goals
Benefits
- general: Competitive compensation package
- general: Comprehensive professional development opportunities
- general: Collaborative team environment
- general: Career advancement in wealth management
- general: Access to KeyBank's full suite of financial services
- general: Support for work-life balance
Tags & Categories
Answer 10 quick questions to check your fit for Key Family Wealth Senior Portfolio Strategist - Careers at KeyBank @ KeyBank.
Related Books and Jobs
Key Family Wealth Senior Portfolio Strategist - Careers at KeyBank
KeyBank
Key Family Wealth Senior Portfolio Strategist - Careers at KeyBank
Job Description
About KeyBank
KeyBank is a leading national bank committed to empowering clients through innovative wealth management solutions. Headquartered in Cleveland, Ohio, KeyBank's Family Wealth division offers comprehensive investment strategies, trust services, and personalized financial planning. Join a dynamic team dedicated to exceeding client expectations in a fiduciary-focused environment.
Position Summary
The Key Family Wealth Senior Portfolio Strategist plays a pivotal role in managing complex investment portfolios for high-net-worth clients. Based at 127 Public Square in Cleveland, OH, this full-time position involves discretionary portfolio construction, client advising, and team collaboration to deliver tailored wealth strategies. Ideal for seasoned professionals passionate about open architecture investing and business growth in wealth management.
Key Responsibilities
- Construct and manage large, complex investment portfolios aligned with client objectives and investment policies.
- Evaluate client goals, develop relationship strategies, and execute asset allocation using KeyBank's open architecture platform.
- Review portfolio performance, initiate transactions, and ensure compliance with internal policies.
- Collaborate with relationship managers for client reviews, business development, and introducing Wealth Segment capabilities.
- Mentor Portfolio Advisor Associates, foster team accountability, and contribute to investment committees.
- Drive sales goals through expanding client relationships, referrals, and new business opportunities.
Required Qualifications
- Advanced knowledge of financial markets, fiduciary standards, and investment strategies.
- Proven experience in discretionary portfolio management for sophisticated clients.
- Strong leadership skills to coach teams and promote open architecture solutions.
- Excellent communication for client advising and cross-team collaboration.
- Track record of meeting sales targets in wealth management or private banking.
Why Join Us
At KeyBank, you'll thrive in a supportive culture that values expertise, innovation, and client success. Enjoy career growth opportunities, competitive benefits, and the chance to shape the future of family wealth strategies. Be part of a top-tier team in Cleveland's vibrant financial hub, positioning KeyBank as the trusted advisor for generations. Apply now for this senior portfolio strategist role and elevate your wealth management career.
Locations
- Cleveland, Ohio, United States
Salary
150,000 - 250,000 USD / yearly
* This is an estimated range based on market data and may vary based on experience and qualifications.
Skills Required
- Portfolio Managementintermediate
- Investment Strategyintermediate
- Asset Allocationintermediate
- Financial Markets Expertiseintermediate
- Client Relationship Managementintermediate
- Fiduciary Standardsintermediate
- Open Architecture Platformsintermediate
- Performance Analysisintermediate
- Team Leadershipintermediate
- Compliance Managementintermediate
Required Qualifications
- Deep expertise in financial markets and investment principles (experience)
- Experience managing complex investment portfolios with discretionary authority (experience)
- Knowledge of fiduciary frameworks and open architecture investing (experience)
- Proven track record in client advising and strategy development (experience)
- Leadership experience mentoring portfolio advisors and associates (experience)
- Strong collaboration skills within relationship management teams (experience)
- Ability to meet or exceed sales goals for business growth (experience)
Responsibilities
- Manage and construct investment portfolios aligned with client goals
- Advise clients on strategies and customize portfolios to their needs
- Collaborate with relationship teams to deliver exceptional service
- Review portfolios, analyze performance, and execute transactions
- Participate in investment committees and maintain market expertise
- Assist in developing investment policies and client relationship strategies
- Mentor and lead Portfolio Advisor Associates
- Drive business development through client referrals and sales goals
Benefits
- general: Competitive compensation package
- general: Comprehensive professional development opportunities
- general: Collaborative team environment
- general: Career advancement in wealth management
- general: Access to KeyBank's full suite of financial services
- general: Support for work-life balance
Tags & Categories
Answer 10 quick questions to check your fit for Key Family Wealth Senior Portfolio Strategist - Careers at KeyBank @ KeyBank.
Related Books and Jobs