Senior UHNW Portfolio Architect

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

Job summary

KeyBank in Cleveland, OH seeks a Senior Wealth Investment Portfolio Manager to lead and customize investment portfolios for ultra-high-net-worth clients. You will advise on strategies, coordinate with Relationship Managers, and ensure fiduciary compliance within an open architecture platform.

Responsibilities include designing asset allocations, monitoring performance, and presenting client strategies. This role requires 10 years in investment management, a Bachelor's degree, and strong

Qualifications

• Bachelor's degree in related field or equivalent experience.
• 10 years of experience in the investment management field.
• Experience managing an ultra-high-net-worth book of business.

Responsibilities

• Manage large, complex discretionary investment portfolios for ultra-high-net-worth clients.
• Evaluate client goals and risk tolerance; design portfolios accordingly.
• Implement and manage asset allocation strategies; execute transactions.
• Monitor portfolio performance; adjust as market conditions change.
• Ensure compliance with regulatory requirements and fiduciary standards.
• Collaborate with Relationship Managers on client reviews and strategy.

Skills

Interpersonal skills

Client focus

Presentation skills

Team collaboration

Open architecture

Sales success

UHNW portfolio

Portfolio systems

Education

Bachelor's degree

Tools

Portfolio management system

Trust accounting system

Job description

KeyBank in Cleveland, OH seeks a Senior Wealth Investment Portfolio Manager to lead and customize investment portfolios for ultra-high-net-worth clients. You will advise on strategies, coordinate with Relationship Managers, and ensure fiduciary compliance within an open architecture platform.

Responsibilities include designing asset allocations, monitoring performance, and presenting client strategies. This role requires 10 years in investment management, a Bachelor's degree, and strong