UHNW Wealth Strategy Associate (Hybrid)

0100 KeyBank National Association; Orchard Acres (OH); Hybrid; USD 96,000 - 181,000; Full time

Job summary

KeyBank seeks a Family Wealth Associate Strategist to support UHNW client relationships and advisory efforts. The role collaborates with Wealth Strategists, investment, fiduciary, and planning specialists to deliver comprehensive wealth management services for clients with $25M+ in investible assets.

This position offers exposure to leading advisory work and aims to prepare high-performing professionals for advancement into a Family Wealth Strategist role, based on performance, leadership, and

Qualifications

• 3 years' experience in wealth management, private banking, investment management, financial planning, or related financial services roles with client-facing and sales responsibilities (required)
• 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 UHNW client relationships.
• Executes client contact strategies, relationship reviews, and proactive outreach plans.
• Coordinates client meeting preparation, agendas, materials, and follow-up actions.
• Supports onboarding and implementation activities across advisory teams for a seamless client experience.
• Maintains accurate client records, pipeline activity, and opportunity tracking in CRM.

Skills

Wealth management knowledge

Relationship management

Sales aptitude

Communication skills

MS Office

CRM familiarity

Financial planning software

Education

Bachelor's degree or higher

Master's degree preferred or equivalent experience

Job description

KeyBank seeks a Family Wealth Associate Strategist to support UHNW client relationships and advisory efforts. The role collaborates with Wealth Strategists, investment, fiduciary, and planning specialists to deliver comprehensive wealth management services for clients with $25M+ in investible assets.

This position offers exposure to leading advisory work and aims to prepare high-performing professionals for advancement into a Family Wealth Strategist role, based on performance, leadership, and