UHNW Wealth Strategy Associate

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

Job summary

KeyBank is seeking a Family Wealth Associate Strategist to support UHNW clients with comprehensive wealth management services. You will work with senior strategists and specialists across investment management, fiduciary services, wealth planning, and banking to assist in relationship management, planning initiatives, and business development.

The role provides structured exposure to UHNW advisory work and aims to prepare candidates for advancement to a Family Wealth Strategist role based on

Qualifications

• Bachelor's Degree in Finance, Business, Economics, Accounting, or related field (preferred)
• Master's Degree (preferred)
• OR equivalent experience (required)

Responsibilities

• Supports Family Wealth Strategists in managing and deepening relationships with UHNW individuals and families.
• Coordinates client meeting preparation, including agendas, presentations, planning materials, meeting notes, action items, and follow-up activities.
• Supports new client onboarding and implementation activities, partnering across advisory teams to deliver a seamless client experience.
• Maintains accurate client records, relationship plans, pipeline activity, and opportunity tracking within CRM and firm systems.
• Gathers and analyzes client financial information to support wealth planning, investment management, fiduciary, banking, and family office discussions.

Skills

Wealth management knowledge

Relationship management

Sales aptitude

Presentation skills

Communication skills

CRM familiarity

Microsoft Office

Planning and strategizing

Education

Bachelor's degree in Finance, Business, Economics, Accounting, or related field

Master's degree (preferred)

OR equivalent experience (required)

Tools

CRM platforms

Financial planning software

Microsoft Office Suite

Job description

KeyBank is seeking a Family Wealth Associate Strategist to support UHNW clients with comprehensive wealth management services. You will work with senior strategists and specialists across investment management, fiduciary services, wealth planning, and banking to assist in relationship management, planning initiatives, and business development.

The role provides structured exposure to UHNW advisory work and aims to prepare candidates for advancement to a Family Wealth Strategist role based on