Lead Fiduciary Advisor – Private Banking (UHNW)

KeyBank; Westlake (OH); On-site; USD 96,000 - 181,000; Full time

Job summary

KeyBank is seeking a Sr Fiduciary Strategist to lead fiduciary advisory services for ultra-high-net-worth clients in the Key Private Bank. Based in Westlake, you will collaborate with the Relationship Management Team to deliver comprehensive estate, tax, and financial planning while managing fiduciary risk and ensuring client satisfaction.

You will oversee onboarding, pricing discussions, and relationship expansion, working with attorneys, accountants, and other advisors to deliver integrated

Qualifications

• Minimum 10 years of client advisory experience to ultra-affluent clients
• Demonstrated fiduciary experience
• Experience working with high-net-worth clients
• Agility collaborating with Private Banking Teams, Commercial Bankers and Investment Bankers

Responsibilities

• Leads delivery of fiduciary advice as part of client servicing and experience
• Develops understanding of family relationships and client/beneficiary needs
• Review and monitor estate planning documents to fit current circumstances
• Analyze legal instruments to provide coordinated estate, tax and financial planning
• Facilitate estate, tax, and philanthropic planning processes for relationships
• Identify fiduciary risk and work with client/external advisors to resolve
• Collaborate with external client advisors to deliver advice
• Identify opportunities to deepen client relationships and revenue
• Lead onboarding for new clients in partnership with Relationship Team
• Engage fiduciary partners to support execution of client advice

Skills

Relationship development

Estate planning

Tax planning

Risk management

Client advisory

Education

Bachelor's degree or equivalent

Master's degree / JD / advanced degree

Job description

KeyBank is seeking a Sr Fiduciary Strategist to lead fiduciary advisory services for ultra-high-net-worth clients in the Key Private Bank. Based in Westlake, you will collaborate with the Relationship Management Team to deliver comprehensive estate, tax, and financial planning while managing fiduciary risk and ensuring client satisfaction.

You will oversee onboarding, pricing discussions, and relationship expansion, working with attorneys, accountants, and other advisors to deliver integrated