Senior Portfolio Strategist: Client Growth & Strategy

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

Job summary

KeyCorp, a leading financial services firm, seeks a Sr Portfolio Strategist to advise clients on investment strategies and construct tailored portfolios in the Akron/Canton area. You will collaborate with the relationship team to integrate investment advice with clients’ broader planning goals and drive revenue growth through new opportunities and expanded relationships.

Ideal candidates bring extensive investment management experience, strong relationships with high-net-worth clients, and a

Qualifications

• Bachelor's degree in business-related field or equivalent experience is required.
• Minimum of 15 years in the investment management field is required.
• Professional designation is preferred.
• Strong relationship-building and communication skills with clients and colleagues are essential.
• Ability to convey complex financial concepts clearly and effectively.

Responsibilities

• Advise clients on investment strategies and construct portfolios.
• Collaborate with relationship team to align investment advice with client goals.
• Meet or exceed individual and team revenue growth goals.
• Engage with clients to discuss portfolio changes and market events.
• Interface with internal/external advisors to optimize asset allocation.
• Participate in meetings and committees to support client service and growth.

Skills

Relationship building

Active listening

Collaboration

Clear communication

Presentation skills

Sales support

Lead generation

Centers of Influence

HNW client experience

Open architecture

Education

Bachelor's Degree in business related field

Equivalent experience

Job description

KeyCorp, a leading financial services firm, seeks a Sr Portfolio Strategist to advise clients on investment strategies and construct tailored portfolios in the Akron/Canton area. You will collaborate with the relationship team to integrate investment advice with clients’ broader planning goals and drive revenue growth through new opportunities and expanded relationships.

Ideal candidates bring extensive investment management experience, strong relationships with high-net-worth clients, and a