Senior Private Bank Portfolio Strategist: Wealth Growth

KeyCorp; Seattle (WA); Hybrid; USD 116,000 - 216,000; Full time

Job summary

KeyCorp in Seattle seeks a Sr Portfolio Strategist to advise clients on investment strategies and customize portfolios, coordinating with the relationship team to align plans with client goals. You will participate in investment meetings, monitor portfolios, and communicate market changes while driving revenue growth and expanding client relationships.

This role requires deep market expertise, a strong client service mindset, and the ability to collaborate across internal partners to deliver

Qualifications

• Bachelor's degree in a business related field (preferred) or equivalent experience (required).
• 15 years in the investment management field (preferred).
• Professional Designation (preferred).

Responsibilities

• Lead portfolio construction and investment strategy for clients.
• Review, monitor, and modify investments per objectives and policy.
• Collaborate with relationship team and COIs to expand client opportunities.
• Communicate market changes and ideas to clients and team members.
• Support revenue growth through new referrals and expanded client relationships.

Skills

Relationship management

Open architecture investments

HNW client management

Sales strategy

Lead generation

Client communication

Presentations

COI development

Team collaboration

Financial markets knowledge

Education

Bachelor's degree in business related field

Job description

KeyCorp in Seattle seeks a Sr Portfolio Strategist to advise clients on investment strategies and customize portfolios, coordinating with the relationship team to align plans with client goals. You will participate in investment meetings, monitor portfolios, and communicate market changes while driving revenue growth and expanding client relationships.

This role requires deep market expertise, a strong client service mindset, and the ability to collaborate across internal partners to deliver