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 clients achieve their financial goals through innovative banking, investment, and wealth management solutions. With a strong focus on high-net-worth individuals and families, Key Private Bank delivers personalized strategies that integrate investment advice with comprehensive planning. Join our team in Tarrytown, NY, and be part of a dynamic organization dedicated to excellence in private banking.
Position Summary
The Key Private Bank Senior Portfolio Strategist plays a pivotal role in advising high-net-worth clients on tailored investment strategies. Based at our 660 White Plains Road office in Tarrytown, New York, this position involves constructing and managing customized portfolios, collaborating closely with relationship teams, and driving revenue growth. Ideal for seasoned investment professionals with a passion for client success and market expertise, this role ensures KeyBank remains the trusted advisor for elite clientele.
Key Responsibilities
Advisory Excellence
Lead portfolio construction and strategy, monitor investments, and proactively communicate market insights to clients. Collaborate with internal advisors on tax, estate, and retirement planning for holistic solutions.
Growth and Business Development
Meet or exceed revenue goals by expanding relationships, sourcing leads, and networking with centers of influence. Articulate Key Private Bank's competitive advantages to attract new business.
Administration and Compliance
Implement portfolio changes, leverage centralized resources, and ensure adherence to all regulatory requirements including Reg 9 reviews.
Required Qualifications
Candidates must hold an undergraduate degree in a business-related field and possess 10+ years in investment management. Proven success managing high-net-worth books, strong sales track record, and experience in open architecture environments are essential. Excellent communication, presentation skills, and proficiency in portfolio management systems are required.
Why Join Us
At KeyBank, you'll thrive in a collaborative environment with opportunities for professional growth, access to cutting-edge investment tools, and a supportive culture focused on exceeding client expectations. Enjoy competitive pay, comprehensive benefits, and the chance to shape the future of private banking. Apply now for this senior portfolio strategist role in Tarrytown, NY, and elevate your career with KeyBank.
Locations
- Tarrytown, New York, United States
Salary
200,000 - 300,000 USD / yearly
* This is an estimated range based on market data and may vary based on experience and qualifications.
Skills Required
- Portfolio Constructionintermediate
- Investment Strategyintermediate
- Financial Markets Expertiseintermediate
- Client Relationship Managementintermediate
- Sales and Growth Strategiesintermediate
- Presentation Skillsintermediate
- Compliance Managementintermediate
- Asset Allocationintermediate
Required Qualifications
- Undergraduate degree in business-related field (experience)
- 10+ years experience in investment management (experience)
- Excellent interpersonal and communication skills (experience)
- Proven sales success track record (experience)
- Experience managing high net worth clients (experience)
- Open architecture environment experience (experience)
- Proficiency in trust accounting and portfolio management systems (experience)
Responsibilities
- Advise clients on investment strategies and customize portfolios
- Monitor and modify portfolios per client objectives
- Collaborate with relationship teams for integrated planning
- Drive revenue growth through new opportunities and relationship expansion
- Engage with clients on market changes and new ideas
- Participate in investment meetings and committees
- Maintain compliance with internal policies
- Utilize centralized resources for portfolio administration
Benefits
- general: Competitive compensation package
- general: Professional development opportunities
- general: Collaborative team environment
- general: Access to KeyBank's investment platform
- general: Comprehensive benefits including health and retirement plans
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 clients achieve their financial goals through innovative banking, investment, and wealth management solutions. With a strong focus on high-net-worth individuals and families, Key Private Bank delivers personalized strategies that integrate investment advice with comprehensive planning. Join our team in Tarrytown, NY, and be part of a dynamic organization dedicated to excellence in private banking.
Position Summary
The Key Private Bank Senior Portfolio Strategist plays a pivotal role in advising high-net-worth clients on tailored investment strategies. Based at our 660 White Plains Road office in Tarrytown, New York, this position involves constructing and managing customized portfolios, collaborating closely with relationship teams, and driving revenue growth. Ideal for seasoned investment professionals with a passion for client success and market expertise, this role ensures KeyBank remains the trusted advisor for elite clientele.
Key Responsibilities
Advisory Excellence
Lead portfolio construction and strategy, monitor investments, and proactively communicate market insights to clients. Collaborate with internal advisors on tax, estate, and retirement planning for holistic solutions.
Growth and Business Development
Meet or exceed revenue goals by expanding relationships, sourcing leads, and networking with centers of influence. Articulate Key Private Bank's competitive advantages to attract new business.
Administration and Compliance
Implement portfolio changes, leverage centralized resources, and ensure adherence to all regulatory requirements including Reg 9 reviews.
Required Qualifications
Candidates must hold an undergraduate degree in a business-related field and possess 10+ years in investment management. Proven success managing high-net-worth books, strong sales track record, and experience in open architecture environments are essential. Excellent communication, presentation skills, and proficiency in portfolio management systems are required.
Why Join Us
At KeyBank, you'll thrive in a collaborative environment with opportunities for professional growth, access to cutting-edge investment tools, and a supportive culture focused on exceeding client expectations. Enjoy competitive pay, comprehensive benefits, and the chance to shape the future of private banking. Apply now for this senior portfolio strategist role in Tarrytown, NY, and elevate your career with KeyBank.
Locations
- Tarrytown, New York, United States
Salary
200,000 - 300,000 USD / yearly
* This is an estimated range based on market data and may vary based on experience and qualifications.
Skills Required
- Portfolio Constructionintermediate
- Investment Strategyintermediate
- Financial Markets Expertiseintermediate
- Client Relationship Managementintermediate
- Sales and Growth Strategiesintermediate
- Presentation Skillsintermediate
- Compliance Managementintermediate
- Asset Allocationintermediate
Required Qualifications
- Undergraduate degree in business-related field (experience)
- 10+ years experience in investment management (experience)
- Excellent interpersonal and communication skills (experience)
- Proven sales success track record (experience)
- Experience managing high net worth clients (experience)
- Open architecture environment experience (experience)
- Proficiency in trust accounting and portfolio management systems (experience)
Responsibilities
- Advise clients on investment strategies and customize portfolios
- Monitor and modify portfolios per client objectives
- Collaborate with relationship teams for integrated planning
- Drive revenue growth through new opportunities and relationship expansion
- Engage with clients on market changes and new ideas
- Participate in investment meetings and committees
- Maintain compliance with internal policies
- Utilize centralized resources for portfolio administration
Benefits
- general: Competitive compensation package
- general: Professional development opportunities
- general: Collaborative team environment
- general: Access to KeyBank's investment platform
- general: Comprehensive benefits including health and retirement plans
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