Key Private Bank Fiduciary Strategist

Fiduciary Strategist

The Fiduciary Strategist is responsible for fulfilling the fiduciary responsibilities of KeyBank by providing client advisory services to high net worth clients and their beneficiaries. As a member of the KPB relationship management team, they represent the local / in market delivery for clients with appropriate revenue and advisory needs. The Fiduciary Strategist proactively collaborates with team members to build insights and solutions to attract, retain and grow client relationships. This role is entrusted with the responsibility of delivering the KPB fiduciary mandate to ensure consistent advisory delivery, while managing fiduciary risk.

They advise clients in their book as well as those in their market in accordance high professional standards. In the course of serving clients, the Strategist identifies opportunities to protect, grow and transition family wealth. They deliver national expertise locally through the engagement of Wealth Services or other Specialty Services Teams as an extension of the market team. The Strategist retains and deepens profitable client relationships within assigned revenue base while actively producing new revenue to achieve both team and individual production goals.

Essential Job Functions

Advisory

• Leads the delivery of fiduciary advice as part of client servicing and execution of the client experience
• Develops a strong understanding of family relationships and the needs of current clients as well as beneficiaries
• Obtain and reviews and monitors all estate planning documents periodically to ensure that they fit individual client's current circumstances
• Analyzes and interprets legal instruments to determine duties and responsibilities of bank and to provide well-coordinated estate, tax and financial planning alternatives to meet client's needs
• Facilitate the estate, tax, and philanthropic planning process for all relationships regardless of whether Key serves as trustee
• Identifies a potential trust and estate tax-related issues and works with the client and external advisors to resolve
• Collaborates with external client advisors (attorneys, accountants, etc.) to deliver advice

Growth of Book of Business

Client Servicing and Retention

Fiduciary Expertise and Trust Administration

Compliance

Required Qualifications

Competencies / Skills

Client Focus - Is dedicated to meeting the expectations and requirements of internal and external customers; gets first-hand customer information and uses it for improvements in products and services; acts with client in mind; establishes and maintains effective relationships with and gains their trust and respect.

Action Oriented - Enjoys working hard; is action oriented and full of energy for the things he / she sees as challenging; not fearful of acting with a minimum of planning; seizes the more opportunities than others.

Business Acumen - Know how businesses work; knowledgeable in current and possible future policies, practices, trends, and information affecting his / her business and organization; knows the competition; is aware of how strategies and tactics work in the marketplace.

Creativity Comes up with a lot of new and unique ideas; easily makes connections among previously unrelated notions; tends to be seen as original and value-added in brainstorming settings.

Functional / Technical Skills - Has the functional and technical knowledge and skills to do the job at a high level of accomplishment.

Intellectual Horsepower - Is bright and intelligent; deals with concepts and complexity comfortably; described as intellectually sharp, capable, and agile.

Problem Solving uses rigorous logic and methods to solve difficult problems with effective solutions; probes all fruitful sources for answers; can see hidden problems; is excellent at honest analysis; looks beyond the obvious and doesn't stop at the first answers.

Presentation Skills - Is effective in a variety of formal presentation settings; one-on-one, small and large groups, with peers and superiors, clients, prospects and centers of influence; is effective both inside and outside the organization, on both cool data and hot and controversial topics; will show and project confident, caring demeanor in client settings to enhance overall client experience; can change tactics midstream when something isn't working.

Strategic Agility Can quickly understand and embrace corporate and line of business initiatives and changes and can confidently represent KPB internally among teammates and externally among clients, prospects and centers of influence.

Equipment Used / Physical Requirements

Training Required

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.