Wealth Portfolio Architect & Client Growth Leader

KeyCorp; Akron (OH); Hybrid; USD 116,000 - 216,000; Full time

Job summary

KeyCorp's Key Private Bank in Akron seeks a Sr Portfolio Strategist to advise clients on investment strategies and customize portfolios, collaborating with the relationship team to align planning and goals.

You'll drive growth by expanding client relationships, leveraging open architecture solutions, and coordinating with COIs, while ensuring compliance and delivering exceptional service.

Qualifications

• 15+ years in investment management (preferred).
• Bachelor's degree in business or equivalent experience.
• Strong client relationship management and communication skills.
• Ability to build portfolios using open architecture investment solutions.

Responsibilities

• Oversee portfolio construction and investment strategy for clients.
• Collaborate with relationship management team to align planning and goals.
• Engage clients to discuss portfolio changes and market events.
• Develop new business referrals and grow client relationships.
• Ensure compliance with internal policies and procedures.

Skills

Relationship building

Active listening

Communication skills

Presentation skills

Sales collaboration

COI networking

HNW client handling

Open architecture investment

Education

Bachelor's degree in business related field

Equivalent experience

Tools

Open architecture platforms

Job description

KeyCorp's Key Private Bank in Akron seeks a Sr Portfolio Strategist to advise clients on investment strategies and customize portfolios, collaborating with the relationship team to align planning and goals.

You'll drive growth by expanding client relationships, leveraging open architecture solutions, and coordinating with COIs, while ensuring compliance and delivering exceptional service.