Hybrid UHNW Wealth Strategy Associate

0100 KeyBank National Association; Toledo (OH); Hybrid; USD 96,000 - 181,000; Full time

Job summary

KeyBank is seeking a Family Wealth Associate Strategist to support UHNW clients with $25MM+ in investible assets. The role partners with seasoned Wealth Strategists and specialists to deliver comprehensive wealth management, fiduciary, and planning services.

The FWAS will assist in client onboarding, meetings, planning analyses, and strategy development while advancing toward a lead advisory role through demonstrated performance and business development capabilities.

Qualifications

• 3 years' experience in wealth management or related financial services with client-facing and sales responsibilities.
• Experience supporting affluent, high-net-worth, or ultra-high-net-worth client relationships (preferred).
• Licenses/certifications: CFP, CFA, CTFA preferred.
• Strong relationship management and sales capabilities.

Responsibilities

• Supports Family Wealth Strategists in managing and deepening UHNW client relationships.
• Executes client contact strategies, relationship reviews, and proactive outreach plans.
• Secondary point of contact for clients, ensuring timely follow-up and coordination of service needs.
• Coordinates client meeting preparation, agendas, presentations, and follow-up items.
• Supports onboarding and implementation activities, partnering across advisory teams.
• Maintains accurate client records, relationship plans, and pipeline activity in CRM.
• Gathers and analyzes client financial information to support wealth planning and advisory discussions.

Skills

Wealth management

Relationship management

Sales & business development

Client communications

CRM proficiency

Microsoft Office

Financial planning

Education

Bachelor's degree

Master's degree preferred

Equivalent experience

Tools

CRM software

Financial planning software

Job description

KeyBank is seeking a Family Wealth Associate Strategist to support UHNW clients with $25MM+ in investible assets. The role partners with seasoned Wealth Strategists and specialists to deliver comprehensive wealth management, fiduciary, and planning services.

The FWAS will assist in client onboarding, meetings, planning analyses, and strategy development while advancing toward a lead advisory role through demonstrated performance and business development capabilities.