Senior UHNW Portfolio Architect

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

Benefits offered by this job

Incentive compensation

Job summary

KeyBank in Cleveland seeks an experienced Wealth Manager to lead discretionary portfolios for ultra-high-net-worth clients. You will craft customized strategies and collaborate with relationship teams to deliver superior service.

You will leverage an open-architecture platform, manage asset allocation, and ensure fiduciary compliance while pursuing growth through referrals and client expansion across the Wealth segment.

Qualifications

• Bachelor's degree or equivalent experience in investment management.
• 10 years of investment management experience.
• Experience with open architecture investment platforms.

Responsibilities

• Manage large, complex discretionary portfolios for ultra-high-net-worth clients.
• Evaluate goals and risk, design customized portfolios.
• Implement asset allocation strategies and monitor performance.
• Ensure compliance with fiduciary standards and regulations.
• Collaborate with Relationship Managers to review client strategies.
• Engage in business development and cross-sell wealth capabilities.

Skills

Client focus

Interpersonal skills

Presentation skills

Team collaboration

Open architecture

Sales experience

UHNW book

Education

Bachelor's degree

Tools

Portfolio management system

Trust accounting system

Job description

KeyBank in Cleveland seeks an experienced Wealth Manager to lead discretionary portfolios for ultra-high-net-worth clients. You will craft customized strategies and collaborate with relationship teams to deliver superior service.

You will leverage an open-architecture platform, manage asset allocation, and ensure fiduciary compliance while pursuing growth through referrals and client expansion across the Wealth segment.