Key Private Bank Senior Relationship Manager

KeyCorp; Columbus (OH); Hybrid; USD 116,000 - 216,000; Full time

Job summary

Key Private Bank, a part of KeyCorp, is seeking a Senior Relationship Manager to lead high-net-worth client advisory, design and implement financial plans, and coordinate with trust, investment and planning teams.

You will develop client strategies, present solutions, and drive growth by expanding existing relationships and sourcing new business opportunities. Compatibility with regulatory standards and strong communication are essential.

Qualifications

• Bachelor's degree in business or equivalent experience preferred.
• Strong knowledge of investments, trust, and lending products.
• Ability to advise clients and coordinate with advisory teams.

Responsibilities

• Serve as the primary client advisor for high-net-worth clients.
• Develop and implement financial strategies aligned with client goals.
• Prepare presentations and deliver financial solutions.
• Meet sales targets by expanding relationships and acquiring new business.
• Collaborate with internal partners to deepen client relationships.

Skills

Client advisory

Investments, Trust & Credit

Regulatory knowledge

Excellent communication

PC proficiency

Education

Bachelor's degree in business

Master's degree in business (preferred)

Job description

## Key Private Bank Senior Relationship ManagerApplylocations: Columbus, OHtime type: Full timeposted on: Posted Todaytime left to apply: End Date: September 25, 2026 (30+ days left to apply)job requisition id: R-40883**Location:**175 S 3rd Street, Columbus Ohio**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*** Minimum of 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 BENEFITSThis position is eligible to earn a base salary in the range of $116,000.00 - $216,000.00 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: 09/25/2026KeyCorp 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.