UHNW Wealth Strategy Associate – Fast Track to Lead Advisor

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

Job summary

KeyBank seeks a Family Wealth Associate Strategist to support UHNW client relationships and wealth planning efforts. You will work with Family Wealth Strategists, Investment Advisors, and planners to deliver integrated solutions and coordinate client onboarding, reviews, and business development activities.

The role offers exposure to wealth management, trust and estate planning, and private banking across a collaborative team, with a path toward advancement to a Family Wealth Strategist based

Qualifications

• Bachelor's degree in Finance, Business, Economics, Accounting, or related field (preferred).
• Master's degree (preferred) or equivalent experience acceptable.
• 3 years' wealth management or related financial services with client-facing responsibilities.

Responsibilities

• Support Wealth Strategists in managing UHNW client relationships and onboarding.
• Coordinate client meetings, reviews, and planning materials with internal teams.
• Assist in business development activities and opportunity tracking.
• Prepare client presentations and wealth planning analyses with advisors.
• Collaborate with Investment Advisors, Fiduciary Advisors, and Wealth Planners.
• Maintain accurate client records and CRM data, ensuring follow-up.

Skills

Relationship management

Sales potential

Client service orientation

Communication skills

Presentation skills

Organizational skills

Cross-functional collaboration

CRM proficiency

Financial planning knowledge

Multi-priority management

Education

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

Master's Degree (preferred)

OR equivalent experience (required)

Tools

Microsoft Office

CRM platforms

Financial planning software

Job description

KeyBank seeks a Family Wealth Associate Strategist to support UHNW client relationships and wealth planning efforts. You will work with Family Wealth Strategists, Investment Advisors, and planners to deliver integrated solutions and coordinate client onboarding, reviews, and business development activities.

The role offers exposure to wealth management, trust and estate planning, and private banking across a collaborative team, with a path toward advancement to a Family Wealth Strategist based