Key Private Bank Senior Relationship Manager - Careers at KeyBank
KeyBank
Key Private Bank Senior Relationship Manager - Careers at KeyBank
Job Description
About KeyBank
KeyBank is a leading national bank committed to empowering clients with personalized financial solutions. Key Private Bank (KPB) specializes in serving high-net-worth individuals through expert banking, borrowing, investment, and wealth management services. With a focus on client-centric advice and community engagement, KeyBank has built a reputation for excellence in financial advisory across the United States.
Position Summary
Join Key Private Bank as a Senior Relationship Manager in Akron, OH, and become the trusted advisor for high-net-worth clients. In this pivotal role, you'll develop and execute tailored financial strategies, coordinate with specialized teams, and drive business growth through relationship expansion and new client acquisition. This position offers the opportunity to leverage your expertise in wealth management while contributing to KeyBank's mission of delivering exceptional client outcomes.
Key Responsibilities
- Act as the primary client advisor, recommending holistic banking, borrowing, and investment solutions aligned with client goals.
- Lead multidisciplinary teams including trust, investment, and planning strategists to deliver comprehensive advice.
- Conduct in-depth financial analysis using Relationship Reviews, CRM systems, and client meetings to create actionable financial plans.
- Deliver compelling presentations and maintain proactive client engagement to deepen relationships.
- Achieve sales targets by expanding existing books, closing referrals, and prospecting new opportunities.
- Engage in community organizations to source leads and demonstrate KeyBank's local commitment.
Required Qualifications
- Bachelor's degree in business or equivalent experience required; Master's degree preferred.
- 7+ years of proven sales and business development success in wealth management.
- FINRA S7 license required; S66/S63+S65, CFP, CIMA, CPA, CFA, JD, or CWS preferred.
- Expertise in investments, trust, credit, financial statements, and lending products.
- Strong communication skills, PC proficiency, valid driver's license, and willingness for occasional travel.
Why Join Us
At KeyBank, you'll thrive in a supportive environment that values innovation, ethics, and client success. Enjoy competitive compensation, professional growth through certifications and training, and the chance to make a meaningful impact in Akron's community. KeyBank offers a modern office at 219 South Main Street, collaborative culture, and opportunities to advance in private banking. Apply now for banking jobs in Akron, OH and elevate your career with KeyBank careers in wealth management.
Locations
- Akron, 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
- Building client trust through proactive, client-centric approachintermediate
- Expert knowledge of investments, trust, and credit advisoryintermediate
- Deep understanding of financial products and banking regulationsintermediate
- Strong client advisory and consultative selling skillsintermediate
- Analysis of personal and commercial financial statementsintermediate
- Experience in consumer and commercial lendingintermediate
- Excellent verbal and written communicationintermediate
- Proficiency in PC applications for business resultsintermediate
Required Qualifications
- Bachelor's Degree in business-related field or equivalent experience (preferred); Master's Degree (preferred) (experience)
- Minimum 7 years of demonstrated sales and business development experience with proven results (experience)
- FINRA License S7 required; S66 or S63/S65 preferred (experience)
- Preferred certifications: CFP, CIMA, CPA, CFA, JD, CWS (experience)
- Valid driver's license with ability to operate motor vehicle routinely (experience)
Responsibilities
- Serve as primary client advisor recommending banking, borrowing, and investment solutions
- Develop comprehensive client financial plans through data analysis and relationship reviews
- Lead and coordinate extended advisory team including trust, investment, and planning experts
- Prepare and deliver client presentations and maintain proactive contact
- Meet or exceed sales goals by expanding relationships and capturing new business
- Prospect and maintain pipeline through internal/external referrals
- Participate in community organizations for business development
- Maintain in-depth knowledge of wealth management services and competitors
Benefits
- general: Competitive compensation and performance-based incentives
- general: Comprehensive professional development opportunities
- general: Collaborative team environment with extended advisory support
- general: Community involvement and local impact opportunities
- general: Modern office environment with flexible work resources
Tags & Categories
Answer 10 quick questions to check your fit for Key Private Bank Senior Relationship Manager - Careers at KeyBank @ KeyBank.
Related Books and Jobs
Key Private Bank Senior Relationship Manager - Careers at KeyBank
KeyBank
Key Private Bank Senior Relationship Manager - Careers at KeyBank
Job Description
About KeyBank
KeyBank is a leading national bank committed to empowering clients with personalized financial solutions. Key Private Bank (KPB) specializes in serving high-net-worth individuals through expert banking, borrowing, investment, and wealth management services. With a focus on client-centric advice and community engagement, KeyBank has built a reputation for excellence in financial advisory across the United States.
Position Summary
Join Key Private Bank as a Senior Relationship Manager in Akron, OH, and become the trusted advisor for high-net-worth clients. In this pivotal role, you'll develop and execute tailored financial strategies, coordinate with specialized teams, and drive business growth through relationship expansion and new client acquisition. This position offers the opportunity to leverage your expertise in wealth management while contributing to KeyBank's mission of delivering exceptional client outcomes.
Key Responsibilities
- Act as the primary client advisor, recommending holistic banking, borrowing, and investment solutions aligned with client goals.
- Lead multidisciplinary teams including trust, investment, and planning strategists to deliver comprehensive advice.
- Conduct in-depth financial analysis using Relationship Reviews, CRM systems, and client meetings to create actionable financial plans.
- Deliver compelling presentations and maintain proactive client engagement to deepen relationships.
- Achieve sales targets by expanding existing books, closing referrals, and prospecting new opportunities.
- Engage in community organizations to source leads and demonstrate KeyBank's local commitment.
Required Qualifications
- Bachelor's degree in business or equivalent experience required; Master's degree preferred.
- 7+ years of proven sales and business development success in wealth management.
- FINRA S7 license required; S66/S63+S65, CFP, CIMA, CPA, CFA, JD, or CWS preferred.
- Expertise in investments, trust, credit, financial statements, and lending products.
- Strong communication skills, PC proficiency, valid driver's license, and willingness for occasional travel.
Why Join Us
At KeyBank, you'll thrive in a supportive environment that values innovation, ethics, and client success. Enjoy competitive compensation, professional growth through certifications and training, and the chance to make a meaningful impact in Akron's community. KeyBank offers a modern office at 219 South Main Street, collaborative culture, and opportunities to advance in private banking. Apply now for banking jobs in Akron, OH and elevate your career with KeyBank careers in wealth management.
Locations
- Akron, 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
- Building client trust through proactive, client-centric approachintermediate
- Expert knowledge of investments, trust, and credit advisoryintermediate
- Deep understanding of financial products and banking regulationsintermediate
- Strong client advisory and consultative selling skillsintermediate
- Analysis of personal and commercial financial statementsintermediate
- Experience in consumer and commercial lendingintermediate
- Excellent verbal and written communicationintermediate
- Proficiency in PC applications for business resultsintermediate
Required Qualifications
- Bachelor's Degree in business-related field or equivalent experience (preferred); Master's Degree (preferred) (experience)
- Minimum 7 years of demonstrated sales and business development experience with proven results (experience)
- FINRA License S7 required; S66 or S63/S65 preferred (experience)
- Preferred certifications: CFP, CIMA, CPA, CFA, JD, CWS (experience)
- Valid driver's license with ability to operate motor vehicle routinely (experience)
Responsibilities
- Serve as primary client advisor recommending banking, borrowing, and investment solutions
- Develop comprehensive client financial plans through data analysis and relationship reviews
- Lead and coordinate extended advisory team including trust, investment, and planning experts
- Prepare and deliver client presentations and maintain proactive contact
- Meet or exceed sales goals by expanding relationships and capturing new business
- Prospect and maintain pipeline through internal/external referrals
- Participate in community organizations for business development
- Maintain in-depth knowledge of wealth management services and competitors
Benefits
- general: Competitive compensation and performance-based incentives
- general: Comprehensive professional development opportunities
- general: Collaborative team environment with extended advisory support
- general: Community involvement and local impact opportunities
- general: Modern office environment with flexible work resources
Tags & Categories
Answer 10 quick questions to check your fit for Key Private Bank Senior Relationship Manager - Careers at KeyBank @ KeyBank.
Related Books and Jobs