Key Private Bank - Registered Associate Relationship Manager

KeyCorp; Denver (CO); Hybrid; USD 90,000 - 150,000; Full time

Job summary

KeyCorp's Private Bank is seeking an Associate Relationship Manager to grow and manage relationships with high-net-worth clients in Denver. You will provide financial guidance, craft strategies, and coordinate with an advisory team to deliver banking, borrowing, and investment solutions that align with client goals.

The role emphasizes prospecting, relationship expansion, and achieving sales targets while maintaining high standards of client service and compliance with regulations.

Qualifications

• Bachelor's degree in business or equivalent experience is required.
• 3 years of financial services related experience required.
• FINRA S7 license required; FINRA S66 or S63 & S65 required.

Responsibilities

• Identifies opportunities to retain, expand and acquire client relationships.
• Gather information from the client and consult with team members to recommend banking, borrowing and investment solutions.
• Engages and coordinates the extended advisory team based on client needs.
• Prepares and delivers in-person client presentations with financial solutions.

Skills

Client relationship

Financial products

Regulatory knowledge

Communication

Risk management

Education

Bachelor's degree in business

Equivalent work experience

Tools

FINRA S7

FINRA S63/S65

Job description

Location: 1675 Broadway, Denver Colorado

Job Summary

Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing and investment solutions. The Associate Relationship Manager (ARM) is at the center of this client promise by managing and building client relationships through knowledgeable advice that is aligned to the clients' financial goals. The ARM works to identify growth opportunities in an existing book of high-net-worth clients or through dedicated internal referral channels to achieve individual sales goals while partnering with experienced Relationship Managers throughout the sales process.

Essential Functions

• Identifies opportunities to retain, expand and acquire client relationships.
• Gather information from the client and consult with appropriate team members to recommend banking, borrowing and investment solutions.
• Engages and coordinates the extended advisory team based on client needs.
• Acts as a client advocate/representative on assembled team.
• If needed, engages the Market Leader or other Relationship Manager based upon complexity of the client relationship.
• Develops a comprehensive understanding of clients’ needs, based on the review and analysis of personal and business financial data gathered through Relationship Reviews, the customer relationship manager (CRM) system and personal meetings.
• Captures the client’s goals in a financial plan.
• Develops and maintains an in-depth knowledge of the KPB Sales Process, Client Experience and Client Service Standards.
• Employs and maintains a disciplined approach to the client review process using designated tracking tools to document progress on implementation of client strategies.
• Meets or exceeds assigned individual sales goals by expanding existing client relationships, closing referrals and/or capturing new business growth.
• Prepares and delivers in-person client presentations, individually or as part of a team, presenting appropriate financial solutions via consultative review and proactive contact.
• Participates in Community organizations and to demonstrate Key’s commitment to the local community.
• Develops and maintains an in-depth knowledge of financial wealth management and brokerage investment advisory services and products as well as knowledge of competitors and competitive products.
• Collaborates in-person with peers and cross-functional teams to advance projects and business goals while pursuing development and growth opportunities.
• 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 business related field or equivalent work experience (required)

Work Experience

• 3 years of financial services related experience (required)

Licenses and Certifications

• FINRA License S7 (required)
• FINRA License S66 or S63 & S65 (required)

Skills

• Excellent client relationship and superior partnering skills.
• Deep knowledge of financial products and banking regulations.
• Established excellent written and verbal communication skills.
• Demonstrates experience in participating in productive, collaborative processes that help solve business problems and meet business goals.
• The ability to identify, obtain, and organize relevant data and ideas and prioritize concerns in the decision-making process.
• Identifies relevant emotional intelligence (EI) components, practices, benefits, and development venues and discusses issues and considerations needed to advance one’s own EI maturity.
• Leverages active listening skills to understand others’ thoughts and emotions and evaluates everybody’s side of a disagreement before making decisions; imagines self in other’s place and appreciates diverging viewpoints.
• Develops basic persuasive arguments and utilizes active listening skills and probing techniques to surface opportunities to influence.
• Provides persuasive messages using well-reasoned arguments to address audience concerns or reactions; explains others’ viewpoints and asks questions to ensure mutual understanding.
• The ability to remain unaffected by the moods and behaviors of others, while remaining empathetic, and demonstrate a strong sense of belief in one’s own abilities.
• Participates in business tasks to get things done in own business unit and communicates key considerations for business decision-making processes.
• Implements or manages risk management for own business unit and documents key steps of the risk management process and associated procedures.

Core Competencies

• All KeyBank employees are expected to demonstrate Key’s Values and abide by Key’s Code of Conduct.

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.

COMPENSATION AND BENEFITS

This position is eligible to earn a base salary in the range of $80,000.00 - $150,000.00 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: 08/13/2026

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].

#LI-Hybrid 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.