About KeyBank

KeyBank is a leading national bank committed to empowering clients to succeed financially. With a strong focus on high net worth individuals, Key Private Bank (KPB) delivers personalized wealth management, fiduciary services, and advisory solutions. Join our Hartford team and contribute to building lasting client relationships while advancing your career in private banking.

Position Summary

The Key Private Bank Fiduciary Strategist plays a pivotal role in fulfilling KeyBank's fiduciary responsibilities for high net worth clients and beneficiaries. Based at 225 Asylum Street, Suite 1910 in Hartford, CT, this position involves providing expert advisory services, managing fiduciary risk, and driving revenue growth. As part of the KPB relationship management team, you'll collaborate locally while leveraging national expertise to protect, grow, and transition family wealth. Ideal for seasoned professionals in fiduciary strategy, estate planning, and wealth management seeking full-time opportunities in Hartford banking careers.

Key Responsibilities

Advisory Excellence

Lead fiduciary advice delivery, develop deep family insights, review estate documents, analyze legal instruments, facilitate estate/tax/philanthropic planning, and collaborate with external advisors like attorneys and accountants.

Growth and Business Development

Partner with relationship teams to identify opportunities, assess revenue potential, lead beneficiary engagement, onboard new clients, and demonstrate community leadership through board participation.

Client Servicing and Retention

Engage fiduciary partners, retain and deepen relationships across generations, contribute to annual client plans, and ensure exceptional client experiences.

Fiduciary Expertise

Handle complex estate/financial planning issues, stay current on tax law changes, share knowledge with teams, and administer accounts with discipline.

Compliance and Risk Management

Maintain high standards in fiduciary compliance and risk mitigation.

Required Qualifications

Candidates need proven experience with high net worth clients, expertise in fiduciary and trust administration, strong understanding of estate/tax planning (including Connecticut-specific issues), ability to interpret legal documents, and skills in client relationship building. A track record of revenue growth, collaboration with advisors, and community involvement is essential. Relevant certifications in wealth management or fiduciary services preferred.

Why Join Us

At KeyBank, enjoy a supportive culture, competitive salary (estimated $120,000-$180,000), comprehensive benefits, and opportunities for professional growth. Be part of a dynamic team delivering national expertise locally in Hartford, CT. Apply now for this mid-level fiduciary strategist role and advance your banking career with KeyBank.