Senior Portfolio Strategist — Private Wealth Advisory

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

Job summary

KeyBank in Toledo, OH seeks a Senior Portfolio Strategist to advise clients on investment strategies and to construct portfolios tailored to their needs, working with the relationship team to align advice with client planning and personal goals.

The role collaborates with relationship management to drive growth, expand existing client relationships, and exceed revenue targets while ensuring compliance and integration with tax/estate/retirement planning.

Qualifications

• Bachelor’s degree in business field or equivalent experience required.
• Minimum 15 years in the investment management field.
• Professional designation (preferred).

Responsibilities

• Oversee portfolio construction and investment strategy for clients.
• Collaborate with relationship management to align advice with client planning.
• Engage with clients to discuss portfolio changes and market events.
• Meet growth goals by sourcing opportunities and expanding client relationships.
• Interface with other Key Private Bank advisors to integrate plans.
• Ensure compliance with internal policies and procedures.

Skills

Relationship building

Active listening

Effective collaboration

Communication skills

Sales support

Lead development

COI networking

HNWI experience

Open architecture investment

Education

Bachelor’s degree in business (preferred)

Equivalent experience (required)

Job description

KeyBank in Toledo, OH seeks a Senior Portfolio Strategist to advise clients on investment strategies and to construct portfolios tailored to their needs, working with the relationship team to align advice with client planning and personal goals.

The role collaborates with relationship management to drive growth, expand existing client relationships, and exceed revenue targets while ensuring compliance and integration with tax/estate/retirement planning.