Senior Private Wealth Advisor & Client Growth Leader

KeyCorp; Akron (OH); Hybrid; USD 112,000 - 210,000; Full time

Job summary

KeyCorp is seeking a Sr. Private Bank Relationship Manager (KPB RM) to serve high net worth clients in Akron, coordinating with trust, investment and planning teams to tailor wealth management solutions.

The role centers on advisory excellence, building trust, and expanding client relationships through strategic financial planning. Primary duties include leading an advisory team, assessing client needs via reviews and CRM data, and delivering comprehensive financial plans.

Qualifications

• Bachelor's degree in business or related field required; Master's preferred.
• Minimum 7 years of demonstrated sales and business development experience.
• Licenses/certifications such as CFP, CFA, CPA, CIMA, CPA, CFA are preferred.

Responsibilities

• Act as the primary client advisor by recommending banking, borrowing and investment solutions.
• Lead and coordinate the extended advisory team (trust, investment, planning) based on relationship complexity.
• Develop a comprehensive understanding of client needs from reviews and meetings; document goals in a financial plan.
• Prepare and deliver client presentations, individually and with a team, proposing suitable financial solutions.
• Meet or exceed sales goals by expanding relationships, closing referrals and capturing new business growth.

Skills

Relationship management

Client advisory

Sales & business development

Financial products knowledge

Communication skills

Education

Bachelor's degree in business or related field

Master's degree preferred

Equivalent experience may be considered

Job description

KeyCorp is seeking a Sr. Private Bank Relationship Manager (KPB RM) to serve high net worth clients in Akron, coordinating with trust, investment and planning teams to tailor wealth management solutions.

The role centers on advisory excellence, building trust, and expanding client relationships through strategic financial planning. Primary duties include leading an advisory team, assessing client needs via reviews and CRM data, and delivering comprehensive financial plans.