Private Bank Senior Fiduciary Strategist

KeyCorpCleveland, OH, US

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Job Title

Location : 30100 Chagrin Blvd - Pepper Pike, Ohio 44124

About The Job (Job Brief) : Fulfills fiduciary responsibilities of KeyBank by providing expert trust administration and counsel to High Net Worth clients and their beneficiaries. Within the relationship management team, collaborates effectively and provides insights and solutions to attract, retain and grow clients who require complex strategies to protect, grow and transition personal and family wealth. Actively manages trust and agency accounts, in accordance with established policies and procedures, to a high professional standard. Retains and deepens profitable client relationships within assigned revenue base. Actively produces new revenue both as a team member and individually to meet production goals.

Essential Job Functions :

Fiduciary Expertise
Trust Administration
Client Management
Compliance
Sales
Reputation
Leadership

Required Qualifications :

Minimum of 10 years trust administration and fiduciary advisory services experience or equivalent work experience required.

Strong preference for JD, active registration with State Bar Association and relevant practice experience.

Undergraduate degree in business related field or equivalent experience.

Excellent interpersonal and communications skills (both written and verbal).

Ability to advance business success of his / her sales and client servicing team through personal contribution.

Expert management and relationship skills for high net worth business.

Applied knowledge of investments / securities in support of sales and client servicing.

Completion of Cannon Trust Schools I, II and III or equivalent knowledge from other industry training or equivalent experience.

Prior experience as author of published industry articles, preferred.

Prior experience as a professional subject-matter-expert presenter, preferred.

KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.

Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.

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Senior Strategist • Cleveland, OH, US