Elite Wealth Fiduciary Strategist - Private Banking

Rkminsurance; Akron (OH); On-site; USD 96,000 - 181,000; Full time

Benefits offered by this job

In-office work environment

Incentive compensation eligibility

Job summary

KeyBank is seeking a Senior Fiduciary Strategist within Key Private Bank to deliver fiduciary advisory services to ultra-high-net-worth clients and their beneficiaries. You will work in-market with the Relationship Management Team to attract, retain, and grow client relationships and manage fiduciary risk.

You will lead the onboarding of new clients, collaborate with external advisors, and ensure fiduciary policy compliance while identifying opportunities to deepen client engagement and revenue.

Qualifications

• 10+ years of client advisory experience to ultra-affluent clients
• Experience with trust, fiduciary matters, and fiduciary advisory services
• Experience with high-net-worth clients and collaboration with Private Banking teams

Responsibilities

• Leads the delivery of fiduciary advice as part of client servicing and experience
• Develops understanding of family relationships and client/beneficiary needs
• Review estate planning documents to fit current circumstances
• Collaborate with external advisors to deliver advice
• Lead onboarding for new clients with Relationship Team
• Comply with fiduciary policies and regulatory requirements

Skills

Fiduciary advisory

Client relationship management

Estate planning

Tax planning

Cross-team collaboration

Education

Bachelor's degree or equivalent

Master's degree, JD, or advanced degree

Tools

CPA

CFP

CTFA

LLM

Job description

KeyBank is seeking a Senior Fiduciary Strategist within Key Private Bank to deliver fiduciary advisory services to ultra-high-net-worth clients and their beneficiaries. You will work in-market with the Relationship Management Team to attract, retain, and grow client relationships and manage fiduciary risk.

You will lead the onboarding of new clients, collaborate with external advisors, and ensure fiduciary policy compliance while identifying opportunities to deepen client engagement and revenue.