UHNW Family Wealth Architect & Trusted Advisor

KeyBank; Pepper Pike (OH); Hybrid; USD 165,000 - 345,000; Full time

Job summary

KeyBank seeks a Senior Family Wealth Strategist to lead UHNW client advisory, aspire to multi-generational wealth planning, and manage a broad spectrum of services including investments and banking solutions.

As a trusted advisor, you will coordinate with Family Office Directors, Investment Advisors, and Fiduciary Advisors to orchestrate complex strategies and deliver white-glove service across generations.

Qualifications

• 10 years of advisory experience with UHNW individuals, families, or family offices.
• Bachelor’s degree in business, finance, or related field; Master’s preferred; equivalent experience acceptable.
• CFP/CFA certifications preferred.

Responsibilities

• Lead advisor for UHNW families, developing deep trust and understanding of their financial and personal goals.

Skills

New business development

UHNW relationship management

Investment strategies

Estate planning

Philanthropic strategies

Interpersonal skills

Discretion and integrity

Microsoft Office

CRM systems

Financial planning software

Public speaking

Industry engagement

Education

Bachelor's Degree in business, finance, or related field

Master's Degree

Equivalent experience

Tools

CRM systems

Financial planning software

Microsoft Office Suite

Job description

KeyBank seeks a Senior Family Wealth Strategist to lead UHNW client advisory, aspire to multi-generational wealth planning, and manage a broad spectrum of services including investments and banking solutions.

As a trusted advisor, you will coordinate with Family Office Directors, Investment Advisors, and Fiduciary Advisors to orchestrate complex strategies and deliver white-glove service across generations.