Senior Fiduciary Advisor, Private Bank

KeyCorp; Akron (OH); Hybrid; USD 96,000 - 181,000; Full time

Benefits offered by this job

Hybrid work model

Job summary

KeyCorp is seeking a Sr Fiduciary Strategist in Akron, OH to deliver fiduciary advisory services for high-net-worth clients within the Key Private Bank. You will collaborate with the Relationship Management Team to attract and deepen client relationships and manage fiduciary risk across estate, tax, and wealth planning matters.

The role requires extensive client advisory experience, fiduciary expertise, and strong collaboration with attorneys, accountants, and internal teams.

Qualifications

• Bachelor's Degree or equivalent experience (preferred).
• Master's Degree, JD, or other advanced degree (preferred).
• 10+ years of client advisory experience to ultra-affluent clients; tax or legal services to trust and fiduciary matters (required).
• Demonstrated fiduciary experience (required).
• Experience working with high-net-worth clients (required).
• Licenses and Certifications CPA, LLM, CTFA, and/or CFP (preferred).

Responsibilities

• Leads the delivery of fiduciary advice as part of client servicing and execution of client experience.
• Develops understanding of family relationships and client/beneficiary needs.
• Review and monitor estate planning documents to fit current circumstances.
• Interpret legal instruments to provide coordinated estate, tax, and financial planning options.
• Collaborate with external advisors to deliver comprehensive guidance.
• Identify fiduciary opportunities and manage related risk.

Skills

Relationship leadership

Estate planning

Fiduciary advisory

Wealth management

Education

Bachelor's degree or equivalent

Master's degree or JD

Job description

KeyCorp is seeking a Sr Fiduciary Strategist in Akron, OH to deliver fiduciary advisory services for high-net-worth clients within the Key Private Bank. You will collaborate with the Relationship Management Team to attract and deepen client relationships and manage fiduciary risk across estate, tax, and wealth planning matters.

The role requires extensive client advisory experience, fiduciary expertise, and strong collaboration with attorneys, accountants, and internal teams.