Senior Wealth Portfolio Architect

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

Benefits offered by this job

Incentive compensation

Job summary

KeyBank's Wealth Management team in Cleveland, OH seeks a senior investment professional to manage ultra-high-net-worth portfolios and lead client-focused strategies aligned with policy statements and market conditions.

The role collaborates with Relationship Managers to deliver customized portfolios, asset allocation, and fiduciary-grade service. A strong background in open architecture investments is essential for success in this hybrid, client-driven environment.

Qualifications

• Bachelor's degree in a related field or equivalent experience.
• 10 years of experience in investment management.
• Strong client-focused and interpersonal communication skills.
• Experience in open architecture platforms and UHNW portfolio management.

Responsibilities

• Manage large, complex discretionary portfolios for ultra-high-net-worth clients.
• Evaluate goals and risk, design customized portfolios.
• Implement asset allocation strategies and execute transactions.
• Monitor portfolio performance and adjust based on market conditions.
• Collaborate with Relationship Managers and Wealth advisors.
• Ensure compliance with regulatory and fiduciary standards.

Skills

Interpersonal skills

Client focus

Presentation skills

Sales experience

Open architecture

UHNW portfolio

Portfolio management

Communication

Education

Bachelor's degree

Equivalent experience

Tools

Trust accounting system

Portfolio management system

Job description

KeyBank's Wealth Management team in Cleveland, OH seeks a senior investment professional to manage ultra-high-net-worth portfolios and lead client-focused strategies aligned with policy statements and market conditions.

The role collaborates with Relationship Managers to deliver customized portfolios, asset allocation, and fiduciary-grade service. A strong background in open architecture investments is essential for success in this hybrid, client-driven environment.