UHNW Wealth Strategy Associate

KeyBank; Akron (OH); Hybrid; USD 96,000 - 181,000; Full time

Job summary

KeyBank is seeking a Family Wealth Associate Strategist to support UHNW client relationships and wealth planning activities. You will work with seasoned Family Wealth Strategists and specialists to enhance client engagement, manage pipelines, and deliver comprehensive advisory solutions.

This role provides structured exposure and a path into a lead Family Wealth Strategist position based on performance. Ideal candidates have 3+ years in wealth management or related financial services, strong

Qualifications

• 3 years' experience in wealth management or related financial services with client-facing and sales responsibilities.
• Experience supporting affluent, high-net-worth, or ultra-high-net-worth client relationships (preferred).
• Demonstrated exposure to relationship management, consultative sales, and business development activities (preferred).

Responsibilities

• Supports Family Wealth Strategists in managing and deepening relationships with UHNW individuals and families.
• Serves as a secondary point of contact for clients and coordinates client service needs.
• Coordinates client meeting preparation, including agendas, presentations, and planning materials.
• Supports new client onboarding and implementation activities.
• Maintains accurate client records, relationship plans, pipeline activity, and opportunity tracking.
• Gathers and analyzes client financial information to support wealth planning and investment discussions.
• Assists in developing client presentations and strategy recommendations.
• Partners with Investment Advisors and Wealth Planners to coordinate holistic client solutions.
• Develops proficiency across family wealth capabilities and wealth planning tools.
• Supports business development through prospect research and COI meetings.

Skills

Wealth management knowledge

Sales aptitude

Relationship management

Communication skills

Organizational skills

MS Office proficiency

CRM systems

Education

Bachelor's degree in finance / related

Master's degree (preferred)

Equivalent experience (required)

Tools

CRM platforms

Financial planning software

Job description

KeyBank is seeking a Family Wealth Associate Strategist to support UHNW client relationships and wealth planning activities. You will work with seasoned Family Wealth Strategists and specialists to enhance client engagement, manage pipelines, and deliver comprehensive advisory solutions.

This role provides structured exposure and a path into a lead Family Wealth Strategist position based on performance. Ideal candidates have 3+ years in wealth management or related financial services, strong