UHNW Wealth Strategy Associate - Hybrid

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

Benefits offered by this job

Flexible work options

Job summary

KeyBank is seeking a Family Wealth Associate Strategist to support UHNW clients with a deep wealth management experience. You will work with seasoned strategists and internal specialists across investment management, fiduciary services, wealth planning, and banking to manage relationships and drive business development.

The role offers exposure to UHNW advisory work and a path toward becoming a Family Wealth Strategist based on performance, technical skill, leadership, and business development

Qualifications

• 3 years' experience in wealth management, private banking, investment management, or related financial services.
• Experience supporting affluent, high-net-worth, or ultra-high-net-worth client relationships preferred.
• Demonstrated exposure to relationship management, consultative sales, and business development.

Responsibilities

• Manage and deepen relationships with UHNW clients; execute contact strategies and reviews.
• Coordinate client meetings, agendas, materials, notes, and follow-ups.
• Support onboarding and implementation with advisory teams for a seamless client experience.
• Maintain accurate client records, relationship plans, pipeline activity, and CRM data.
• Collaborate with Investment, Fiduciary, Wealth Planning and Banking teams for holistic solutions.

Skills

Relationship management

Sales aptitude

Client service

Communication

Presentation skills

Education

Bachelor's Degree in Finance

Master's Degree

Equivalent experience

Tools

CRM platforms

Microsoft Office Suite

Job description

KeyBank is seeking a Family Wealth Associate Strategist to support UHNW clients with a deep wealth management experience. You will work with seasoned strategists and internal specialists across investment management, fiduciary services, wealth planning, and banking to manage relationships and drive business development.

The role offers exposure to UHNW advisory work and a path toward becoming a Family Wealth Strategist based on performance, technical skill, leadership, and business development