Senior Portfolio Architect: Wealth Strategy & Growth

KeyBank; Canton (OH); Hybrid; USD 116,000 - 216,000; Full time

Job summary

KeyBank in Canton, OH seeks a Senior Portfolio Strategist to advise clients on investment strategies and construct customized portfolios. You will collaborate with the relationship team to integrate advice with client planning and personal goals, while aiming to exceed revenue growth.

The role requires deep market knowledge, strong client service, and the ability to lead portfolio changes across client portfolios. Hybrid work with top-tier compensation and benefits.

Qualifications

• Bachelor's degree in business related field preferred, or equivalent experience.
• Professional designation preferred.

Responsibilities

• Construct and customize portfolios based on client needs.
• Collaborate with relationship management to align investment advice with goals.
• Maintain deep market expertise and participate in investment meetings.
• Drive revenue growth by expanding client relationships.
• Ensure compliance with internal policies.

Skills

Relationship building

Communication

Presentation skills

Customer service

Sales support

Lead development

COI networking

HNW client management

Open architecture investment

Education

Bachelor's degree in business related field (preferred)

OR equivalent experience (required)

Professional Designation (preferred)

Job description

KeyBank in Canton, OH seeks a Senior Portfolio Strategist to advise clients on investment strategies and construct customized portfolios. You will collaborate with the relationship team to integrate advice with client planning and personal goals, while aiming to exceed revenue growth.

The role requires deep market knowledge, strong client service, and the ability to lead portfolio changes across client portfolios. Hybrid work with top-tier compensation and benefits.