Key Private Bank Senior Portfolio Strategist - Careers at KeyBank
KeyBank
Key Private Bank Senior Portfolio Strategist - Careers at KeyBank
Job Description
About KeyBank
KeyBank is a leading national bank committed to helping communities thrive with innovative financial solutions. As a trusted partner in wealth management, Key Private Bank delivers personalized investment strategies through its open architecture platform. Join our Pepper Pike, OH team and shape the future of high-net-worth client portfolios.
Position Summary
The Key Private Bank Senior Portfolio Strategist manages complex discretionary investment portfolios for affluent clients. Based at our 30100 Chagrin Blvd location in Pepper Pike, Ohio, this senior role demands expertise in asset allocation, market analysis, and client advisory services. Collaborate with relationship teams to exceed client expectations while driving business growth and mentoring junior staff.
Key Responsibilities
- Construct and manage large, complex investment portfolios with discretionary authority
- Evaluate client objectives and develop tailored investment strategies
- Execute transactions and maintain compliance with investment policies
- Analyze portfolio performance and participate in investment committees
- Partner with relationship managers for client reviews and business development
- Meet or exceed individual sales goals through referrals and expansions
- Mentor associates and foster a culture of open architecture solutions
Required Qualifications
- Undergraduate degree in business, finance, or related field
- Minimum 10 years of investment management experience
- Exceptional interpersonal and communication skills
- Proven fiduciary expertise and market knowledge
- Ability to thrive in collaborative, client-focused teams
Why Join Us
At KeyBank, you'll access cutting-edge tools, comprehensive training, and a supportive culture that values innovation and client success. Advance your career in wealth management while contributing to Key Private Bank's reputation as a premier trust advisor. Competitive salary, professional growth, and community impact await in this full-time senior role. Apply now for KeyBank careers in Pepper Pike, OH.
Locations
- Pepper Pike, Ohio, United States
Salary
180,000 - 250,000 USD / yearly
* This is an estimated range based on market data and may vary based on experience and qualifications.
Skills Required
- Investment Portfolio Managementintermediate
- Asset Allocation Strategiesintermediate
- Financial Market Analysisintermediate
- Client Relationship Managementintermediate
- Fiduciary Investment Advisoryintermediate
Required Qualifications
- Undergraduate degree in a business-related field (experience)
- 10+ years of experience in investment management (experience)
- Excellent interpersonal and communication skills (experience)
- Deep expertise in financial markets (experience)
- Knowledge of open architecture platforms (experience)
Responsibilities
- Manage and construct complex investment portfolios aligned with client goals
- Advise clients on investment strategies and execute transactions
- Collaborate with relationship teams to develop and implement client strategies
- Review portfolio performance and ensure regulatory compliance
- Mentor Portfolio Advisor Associates and contribute to investment committees
- Drive business development by meeting sales goals and fostering referrals
Benefits
- general: Competitive compensation package
- general: Comprehensive professional development opportunities
- general: Collaborative team environment
- general: Access to KeyBank's full wealth management platform
- general: Career advancement in a leading financial institution
Tags & Categories
Answer 10 quick questions to check your fit for Key Private Bank Senior Portfolio Strategist - Careers at KeyBank @ KeyBank.
Related Books and Jobs
Key Private Bank Senior Portfolio Strategist - Careers at KeyBank
KeyBank
Key Private Bank Senior Portfolio Strategist - Careers at KeyBank
Job Description
About KeyBank
KeyBank is a leading national bank committed to helping communities thrive with innovative financial solutions. As a trusted partner in wealth management, Key Private Bank delivers personalized investment strategies through its open architecture platform. Join our Pepper Pike, OH team and shape the future of high-net-worth client portfolios.
Position Summary
The Key Private Bank Senior Portfolio Strategist manages complex discretionary investment portfolios for affluent clients. Based at our 30100 Chagrin Blvd location in Pepper Pike, Ohio, this senior role demands expertise in asset allocation, market analysis, and client advisory services. Collaborate with relationship teams to exceed client expectations while driving business growth and mentoring junior staff.
Key Responsibilities
- Construct and manage large, complex investment portfolios with discretionary authority
- Evaluate client objectives and develop tailored investment strategies
- Execute transactions and maintain compliance with investment policies
- Analyze portfolio performance and participate in investment committees
- Partner with relationship managers for client reviews and business development
- Meet or exceed individual sales goals through referrals and expansions
- Mentor associates and foster a culture of open architecture solutions
Required Qualifications
- Undergraduate degree in business, finance, or related field
- Minimum 10 years of investment management experience
- Exceptional interpersonal and communication skills
- Proven fiduciary expertise and market knowledge
- Ability to thrive in collaborative, client-focused teams
Why Join Us
At KeyBank, you'll access cutting-edge tools, comprehensive training, and a supportive culture that values innovation and client success. Advance your career in wealth management while contributing to Key Private Bank's reputation as a premier trust advisor. Competitive salary, professional growth, and community impact await in this full-time senior role. Apply now for KeyBank careers in Pepper Pike, OH.
Locations
- Pepper Pike, Ohio, United States
Salary
180,000 - 250,000 USD / yearly
* This is an estimated range based on market data and may vary based on experience and qualifications.
Skills Required
- Investment Portfolio Managementintermediate
- Asset Allocation Strategiesintermediate
- Financial Market Analysisintermediate
- Client Relationship Managementintermediate
- Fiduciary Investment Advisoryintermediate
Required Qualifications
- Undergraduate degree in a business-related field (experience)
- 10+ years of experience in investment management (experience)
- Excellent interpersonal and communication skills (experience)
- Deep expertise in financial markets (experience)
- Knowledge of open architecture platforms (experience)
Responsibilities
- Manage and construct complex investment portfolios aligned with client goals
- Advise clients on investment strategies and execute transactions
- Collaborate with relationship teams to develop and implement client strategies
- Review portfolio performance and ensure regulatory compliance
- Mentor Portfolio Advisor Associates and contribute to investment committees
- Drive business development by meeting sales goals and fostering referrals
Benefits
- general: Competitive compensation package
- general: Comprehensive professional development opportunities
- general: Collaborative team environment
- general: Access to KeyBank's full wealth management platform
- general: Career advancement in a leading financial institution
Tags & Categories
Answer 10 quick questions to check your fit for Key Private Bank Senior Portfolio Strategist - Careers at KeyBank @ KeyBank.
Related Books and Jobs