Key Private Bank Sr Relationship Manager - Careers at KeyBank
KeyBank
Key Private Bank Sr Relationship Manager - Careers at KeyBank
Job Description
About KeyBank
KeyBank is a leading national bank committed to helping clients achieve their financial goals through innovative banking, borrowing, and investment solutions. Key Private Bank (KPB) specializes in serving high-net-worth individuals with personalized wealth management services. With a strong presence across the United States, KeyBank offers a collaborative culture focused on client success and community impact.
Position Summary
Join Key Private Bank as a Sr Relationship Manager in Tarrytown, NY. As the primary client advisor, you will develop and implement customized financial strategies for high-net-worth clients. This senior role involves coordinating extended advisory teams, driving business growth, and deepening client relationships through expert wealth management solutions. Ideal for seasoned professionals with proven sales success in private banking.
Key Responsibilities
- Serve as the lead advisor recommending banking, borrowing, and investment solutions aligned with client goals
- Lead and coordinate advisory teams including trust, investment, and planning experts
- Conduct relationship reviews and create comprehensive financial plans
- Deliver compelling client presentations and maintain proactive engagement
- Achieve sales targets through relationship expansion and new business acquisition
- Build and manage prospecting pipelines via internal/external referrals
- Engage in community organizations to source opportunities and demonstrate KeyBank's commitment
Required Qualifications
- Bachelor's degree in business or equivalent experience (Master's preferred)
- 7+ years sales/business development experience with proven results
- Expert knowledge of investments, trust, credit, and financial products
- Strong client advisory skills and financial statement analysis
- FINRA Series 7/66 (preferred) plus CFP, CFA, CPA, CIMA, or similar certifications
- Excellent communication, critical thinking, and emotional intelligence
Why Join Us
At KeyBank, you'll thrive in a client-centric environment with opportunities for professional growth, community involvement, and impactful work. Enjoy competitive compensation, comprehensive benefits, and the support of a collaborative team dedicated to excellence. This Sr Relationship Manager position offers the chance to make a real difference for high-net-worth clients while advancing your career in private banking. Apply now for banking jobs in Tarrytown, NY, and KeyBank careers in wealth management.
Locations
- Tarrytown, New York, 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
- Client relationship managementintermediate
- Financial planning and advisoryintermediate
- Sales and business developmentintermediate
- Investment and trust expertiseintermediate
- Credit and lending analysisintermediate
- Prospecting and pipeline managementintermediate
- Community engagementintermediate
- Financial product knowledgeintermediate
- Excellent communication skillsintermediate
Required Qualifications
- Bachelor's degree in business related field or equivalent work experience (required) (experience)
- Master's degree in business related field (preferred) (experience)
- 7 years of demonstrated sales and business development experience with proven results (experience)
- FINRA Series 7 and 66 (or 63 & 65) (preferred) (experience)
- Certified Financial Planner (CFP), CFA, CPA, CIMA, CWS, or JD (preferred) (experience)
Responsibilities
- Acts as primary client advisor recommending banking, borrowing, and investment solutions
- Develops comprehensive understanding of client needs through reviews and financial planning
- Prepares and delivers client presentations and maintains proactive contact
- Meets or exceeds sales goals by expanding relationships and capturing new business
- Maintains disciplined prospecting pipeline leveraging internal and external referrals
- Participates in community organizations for business development
- Maintains in-depth knowledge of wealth management services and competitors
- Complies with all KeyBank policies and procedures
Benefits
- general: Expert advice and personalized banking solutions
- general: Career growth in private banking
- general: Collaborative team environment
- general: Community involvement opportunities
- general: Professional development support
- general: Competitive compensation package
Tags & Categories
Answer 10 quick questions to check your fit for Key Private Bank Sr Relationship Manager - Careers at KeyBank @ KeyBank.
Related Books and Jobs
Key Private Bank Sr Relationship Manager - Careers at KeyBank
KeyBank
Key Private Bank Sr Relationship Manager - Careers at KeyBank
Job Description
About KeyBank
KeyBank is a leading national bank committed to helping clients achieve their financial goals through innovative banking, borrowing, and investment solutions. Key Private Bank (KPB) specializes in serving high-net-worth individuals with personalized wealth management services. With a strong presence across the United States, KeyBank offers a collaborative culture focused on client success and community impact.
Position Summary
Join Key Private Bank as a Sr Relationship Manager in Tarrytown, NY. As the primary client advisor, you will develop and implement customized financial strategies for high-net-worth clients. This senior role involves coordinating extended advisory teams, driving business growth, and deepening client relationships through expert wealth management solutions. Ideal for seasoned professionals with proven sales success in private banking.
Key Responsibilities
- Serve as the lead advisor recommending banking, borrowing, and investment solutions aligned with client goals
- Lead and coordinate advisory teams including trust, investment, and planning experts
- Conduct relationship reviews and create comprehensive financial plans
- Deliver compelling client presentations and maintain proactive engagement
- Achieve sales targets through relationship expansion and new business acquisition
- Build and manage prospecting pipelines via internal/external referrals
- Engage in community organizations to source opportunities and demonstrate KeyBank's commitment
Required Qualifications
- Bachelor's degree in business or equivalent experience (Master's preferred)
- 7+ years sales/business development experience with proven results
- Expert knowledge of investments, trust, credit, and financial products
- Strong client advisory skills and financial statement analysis
- FINRA Series 7/66 (preferred) plus CFP, CFA, CPA, CIMA, or similar certifications
- Excellent communication, critical thinking, and emotional intelligence
Why Join Us
At KeyBank, you'll thrive in a client-centric environment with opportunities for professional growth, community involvement, and impactful work. Enjoy competitive compensation, comprehensive benefits, and the support of a collaborative team dedicated to excellence. This Sr Relationship Manager position offers the chance to make a real difference for high-net-worth clients while advancing your career in private banking. Apply now for banking jobs in Tarrytown, NY, and KeyBank careers in wealth management.
Locations
- Tarrytown, New York, 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
- Client relationship managementintermediate
- Financial planning and advisoryintermediate
- Sales and business developmentintermediate
- Investment and trust expertiseintermediate
- Credit and lending analysisintermediate
- Prospecting and pipeline managementintermediate
- Community engagementintermediate
- Financial product knowledgeintermediate
- Excellent communication skillsintermediate
Required Qualifications
- Bachelor's degree in business related field or equivalent work experience (required) (experience)
- Master's degree in business related field (preferred) (experience)
- 7 years of demonstrated sales and business development experience with proven results (experience)
- FINRA Series 7 and 66 (or 63 & 65) (preferred) (experience)
- Certified Financial Planner (CFP), CFA, CPA, CIMA, CWS, or JD (preferred) (experience)
Responsibilities
- Acts as primary client advisor recommending banking, borrowing, and investment solutions
- Develops comprehensive understanding of client needs through reviews and financial planning
- Prepares and delivers client presentations and maintains proactive contact
- Meets or exceeds sales goals by expanding relationships and capturing new business
- Maintains disciplined prospecting pipeline leveraging internal and external referrals
- Participates in community organizations for business development
- Maintains in-depth knowledge of wealth management services and competitors
- Complies with all KeyBank policies and procedures
Benefits
- general: Expert advice and personalized banking solutions
- general: Career growth in private banking
- general: Collaborative team environment
- general: Community involvement opportunities
- general: Professional development support
- general: Competitive compensation package
Tags & Categories
Answer 10 quick questions to check your fit for Key Private Bank Sr Relationship Manager - Careers at KeyBank @ KeyBank.
Related Books and Jobs