Family Wealth Associate Strategist

KeyBank; Pepper Pike (OH); Hybrid; USD 96,000 - 181,000; Full time

Job summary

KeyBank seeks a Family Wealth Associate Strategist to support UHNW client relationships and wealth planning efforts. You will work with Family Wealth Strategists, Investment Advisors, and planners to deliver integrated solutions and coordinate client onboarding, reviews, and business development activities.

The role offers exposure to wealth management, trust and estate planning, and private banking across a collaborative team, with a path toward advancement to a Family Wealth Strategist based

Qualifications

• Bachelor's degree in Finance, Business, Economics, Accounting, or related field (preferred).
• Master's degree (preferred) or equivalent experience acceptable.
• 3 years' wealth management or related financial services with client-facing responsibilities.

Responsibilities

• Support Wealth Strategists in managing UHNW client relationships and onboarding.
• Coordinate client meetings, reviews, and planning materials with internal teams.
• Assist in business development activities and opportunity tracking.
• Prepare client presentations and wealth planning analyses with advisors.
• Collaborate with Investment Advisors, Fiduciary Advisors, and Wealth Planners.
• Maintain accurate client records and CRM data, ensuring follow-up.

Skills

Relationship management

Sales potential

Client service orientation

Communication skills

Presentation skills

Organizational skills

Cross-functional collaboration

CRM proficiency

Financial planning knowledge

Multi-priority management

Education

Bachelor's Degree in Finance, Business, Economics, Accounting, or related field

Master's Degree (preferred)

OR equivalent experience (required)

Tools

Microsoft Office

CRM platforms

Financial planning software

Job description

Canton, OH

Akron, OH

Pepper Pike, OH

Westlake, OH

Full time

R-42902

Location

4495 Everhard Road NW, Canton Ohio

Job Summary

The Family Wealth Associate Strategist (FWAS) supports Family Wealth Strategists in delivering a comprehensive wealth management experience for Ultra High Net Worth (UHNW) individuals and families with $25MM+ in investible assets. Working alongside experienced Family Wealth Strategists and internal specialists across investment management, fiduciary services, wealth planning, banking, family office, and business advisory services, the FWAS supports client relationship management, book management activities, contact strategies, planning initiatives, and business development efforts. This role provides structured exposure to UHNW client advisory work and is intended to prepare high-performing professionals for consideration into a Family Wealth Strategist role based on demonstrated performance, technical expertise, leadership capabilities, and business development proficiency.

Essential Functions

• Supports Family Wealth Strategists in managing and deepening relationships with Ultra High Net Worth (UHNW) individuals and families. Executes client contact strategies, relationship reviews, and proactive outreach plans to enhance engagement, retention, and relationship growth.

• Serves as a secondary point of contact for clients, ensuring timely follow-up and coordination of client service needs.

• Coordinates client meeting preparation, including agendas, presentations, planning materials, meeting notes, action items, and follow-up activities.

• Supports new client onboarding and implementation activities, partnering across advisory teams to deliver a seamless client experience.

• Maintains accurate client records, relationship plans, pipeline activity, and opportunity tracking within CRM and firm systems.

• Gathers and analyzes client financial information to support wealth planning, investment management, fiduciary, banking, and family office discussions.

• Assists in developing client presentations, planning analyses, and strategy recommendations in partnership with Family Wealth Strategists and internal specialists.

• Partners with Investment Advisors, Fiduciary Advisors, Wealth Planners, Family Office Directors, and other specialists to coordinate holistic client solutions.

• Develops proficiency across Key’s Family Wealth capabilities, including investment management, wealth planning, trust and estate strategies, banking solutions, and multigenerational wealth planning.

• Supports business development efforts through prospect research, client profiling, opportunity management, and preparation for prospect and Centers of Influence (COI) meetings.

• Participates in client, prospect, COI, and networking activities to develop consultative sales skills and contribute to new business opportunities.

• Identifies opportunities to deepen existing relationships, expand client engagement, and support acquisition of new UHNW relationships.

• Demonstrates increasing responsibility for client relationship leadership, business development activities, and advisory discussions as skills and experience progress.

• Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice

• Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients and Key.

Education

• Bachelor's Degree in Finance, Business, Economics, Accounting, or related field (preferred)

• Master's Degree (preferred)

• OR equivalent experience (required)

Work Experience

• 3 years' experience in wealth management, private banking, investment management, financial planning, or related financial services roles with client-facing and sales responsibilities (required)

• Experience supporting affluent, high-net-worth, or ultra-high-net-worth client relationships (preferred)

• Demonstrated exposure to relationship management, consultative sales, and business development activities (preferred)

Licenses and Certifications

• Certified Financial Planner (CFP) (preferred)

• Chartered Financial Analyst (CFA) (preferred)

• Certified Trust and Fiduciary Advisor (CTFA) (preferred)

Skills

• Foundational knowledge of wealth management, investment management, trust and estate planning, private banking, and financial planning concepts.

• Demonstrated sales aptitude and consultative business development potential.

• Strong relationship management and client service orientation.

• Ability to build credibility and trust with affluent and UHNW clients and professional referral sources.

• Strong verbal, written, interpersonal, and presentation skills.

• Strong organizational skills with the ability to manage multiple priorities and deadlines.

• Ability to coordinate activities across multiple internal partners to deliver integrated client solutions.

• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).

• Familiarity with CRM platforms and financial planning software.

• Learning agility, intellectual curiosity, and commitment to developing into a lead UHNW advisor.

Physical Demands

• General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.

Travel

• Occasional travel to include overnight stay.

Driving Requirements

• Ability to routinely and frequently operate a motor vehicle with a valid driver's license.

Work Location Category

• Hybrid (Sales)

COMPENSATION AND BENEFITS

This position is eligible to earn a base salary in the range of $96,000.00 - $181,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives.

Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.

Job Posting Expiration Date: 12/27/2026

KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.

Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing [e-mail].

KeyBank is an organization collectively committed to helping you unlock your potential and discover what truly drives you. Working here means sharing our purpose to help our clients, colleagues, and communities thrive. You’ll find genuinely supportive teammates, a flexible, inclusive work environment, challenging projects, accessible leaders, and opportunities to grow in your position and your career. For 200 years, Key has opened doors in our communities. Let us open one for you.