Key Private Bank Senior Relationship Manager

KeyCorp; Buffalo (NY); Hybrid; USD 112,000 - 210,000; Full time

Job summary

KeyCorp's Key Private Bank seeks a Sr. KPB Relationship Manager to lead high net worth client engagements, craft personalized financial strategies, and coordinate a multidisciplinary advisory team.

You will develop plans, present solutions, and nurture relationships with internal and external partners to grow assets and deep client trust. You will leverage deep product knowledge, strong communication, and sales acumen to meet goals while maintaining compliance and delivering exceptional service

Qualifications

• Bachelor's degree in business-related field or equivalent work experience (preferred).
• Master's degree in business-related field (preferred) OR equivalent experience (required).
• FINRA Licenses S7 and S66 (preferred) or S63 and S65 (preferred).
• Certified Financial Planner (CFP), CIMA, CPA, CFA (preferred).
• Licensed Attorney/JD (varies by state) (preferred).
• Certified Wealth Strategist (CWS) (preferred).

Responsibilities

• Act as primary client advisor by recommending banking, borrowing and investment solutions.
• Lead and coordinate extended advisory team based on relationship complexity.
• Develop understanding of client needs from financial data and meetings.
• Prepare and deliver client presentations and financial plans.
• Meet or exceed sales goals by expanding relationships and referrals.
• Maintain pipeline through proactive prospecting and referrals.
• Represent KeyBank in community organizations to source opportunities.
• Maintain knowledge of wealth management products and compliance requirements.

Skills

Relationship management

Financial advisory

Client centric approach

Communication skills

Education

Bachelor's degree in business or related field

Master's degree in business or related field

FINRA S7/S66 licenses

CFP/CIMA/CPA/CFA certifications (preferred)

Job description

Location

726 Exchange Street, Buffalo New York

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 Sr. KPB Relationship Manager (RM) is at the center of this client promise, acting as the primary client advisor, developing and implementing strategies based on the client's financial goals, and coordinating with the extended KPB relationship team to execute and advise on the client's needs. The Sr. RM is responsible for serving high net worth clients in their existing book as well as collaborating with internal and external partners to acquire new and deepen existing Key Bank client relationships.

Essential Functions

Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will help the client achieve their financial goals. Leads, coordinates, and assembles the extended advisory team, including trust, investment and planning strategists, based on complexity of the relationship. Develops a comprehensive understanding of the client’s 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. Prepares and delivers client presentations, individually and as part of a team, presenting appropriate financial solutions via consultative review and proactive, regular contact. Meets or exceeds assigned individual sales goals by expanding existing client relationships, closing referrals and/or capturing new business growth. Employs and maintains a disciplined approach to prospecting and maintains a pipeline by leveraging referrals from internal and external sources. Actively participates in Community organizations to source business development opportunities and demonstrate Key’s commitment to the local community. Develops and maintains an in-depth knowledge of financial wealth management services and products as well as knowledge of competitors and competitive products. 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 (preferred) Master's Degree in business related field (preferred) OR equivalent experience (required)

Work Experience

7 years of demonstrated sales and business development experience with proven results (required)

Licenses and Certifications

FINRA License S7 () and FINRA License S66 (preferred) or FINRA License S63 () and FINRA License S65 (preferred) Certified Financial Planner (CFP) (preferred) Certified Investment Management Analyst (CIMA) (preferred) Certified Public Accountant (CPA) (preferred) Chartered Financial Analyst (CFA) (preferred) Licensed Attorney/JD (varies by state) (preferred) Certified Wealth Strategist (CWS) (preferred)

Skills

Ability to build trust by taking a proactive client centric approach Demonstrated expert functional knowledge of Investments, Trust and Credit; ability to advise Demonstrated expert knowledge of financial products and banking regulations Demonstrated strong client advisory skills Demonstrated experience with and broad understanding of personal and commercial financial statements Proven experience with and comprehensive understanding of consumer or commercial lending Excellent verbal and written communication skills Proficient in personal computer applications to drive results

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.

Work Location Category

Hybrid (Sales)

COMPENSATION AND BENEFITS

This position is eligible to earn a base salary in the range of $112,000.00 - $210,000.00 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.

Please click here for a list of benefits for which this position is eligible.

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

01/30/2026

Equal Opportunity Employer Statement

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].

Company Culture

#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.