KeyCorp

1 week ago

KPB Sr. Fiduciary Strategist

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 20 hours agoStatus: Live

Job Summary

Provide fiduciary advisory to high-net-worth clients and beneficiaries as part of the Key Private Bank relationship management team. Deliver fiduciary advice and lead client onboarding, monitor estate planning documents, and interpret legal instruments to coordinate estate, tax, and financial planning alternatives. Identify trust and estate tax issues, collaborate with external advisors, manage fiduciary risk, and deepen relationships—serving as lead contact when appropriate.

Location: United States

Workplace: Hybrid

Employment Type: Full time

Job Function: Customer Success & Account Management

Seniority: Mid level

Key Responsibilities

•Lead the delivery of fiduciary advice as part of client servicing and execution of client experience.
•Monitor and periodically review estate planning documents, analyze legal instruments, and develop estate, tax, and financial planning alternatives.
•Identify trust and estate tax-related issues and coordinate resolution with clients and external advisors.
•Collaborate with external client advisors (attorneys, accountants, etc.) and engage fiduciary partners to support administration and expertise.
•Retain and deepen client relationships (including next generation) and contribute to the annual client plan execution while adhering to fiduciary policies and regulatory requirements.

Pay and Benefits

Salary: USD 96,000 - 181,000 annually

Key Requirements

•10+ years of client advisory experience for ultra-affluent business owners, including tax or legal services related to trust and fiduciary matters, or equivalent experience.
•Demonstrated fiduciary experience.
•Experience working with high-net-worth clients.
•Demonstrated ability to work with local Private Banking Teams, Commercial Bankers, and Investment Bankers.
•Bachelor’s degree or equivalent experience (preferred).

Experience:10+ years

Education:Bachelor's

Skills:Lead relationship developmentSelf-motivatedGoal-orientedRisk mitigationAccountability

Certifications:CPALLMCTFACFP

Company Brief

KeyCorp

KeyCorp operates KeyBank, providing retail and commercial banking, lending, wealth management, and investment services to individuals, businesses, and institutions across the United States.

Industry: Banking

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: Cleveland, United States

Founded: 1849

Glassdoor: 3.6

Website LinkedIn

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KeyCorp

1 week ago

KPB Sr. Fiduciary Strategist

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 20 hours agoStatus: Live

Job Summary

Location: United States

Workplace: Hybrid

Employment Type: Full time

Job Function: Customer Success & Account Management

Seniority: Mid level

Key Responsibilities

•Lead the delivery of fiduciary advice as part of client servicing and execution of client experience.
•Monitor and periodically review estate planning documents, analyze legal instruments, and develop estate, tax, and financial planning alternatives.
•Identify trust and estate tax-related issues and coordinate resolution with clients and external advisors.
•Collaborate with external client advisors (attorneys, accountants, etc.) and engage fiduciary partners to support administration and expertise.
•Retain and deepen client relationships (including next generation) and contribute to the annual client plan execution while adhering to fiduciary policies and regulatory requirements.

Pay and Benefits

Salary: USD 96,000 - 181,000 annually

Key Requirements

•10+ years of client advisory experience for ultra-affluent business owners, including tax or legal services related to trust and fiduciary matters, or equivalent experience.
•Demonstrated fiduciary experience.
•Experience working with high-net-worth clients.
•Demonstrated ability to work with local Private Banking Teams, Commercial Bankers, and Investment Bankers.
•Bachelor’s degree or equivalent experience (preferred).

Experience:10+ years

Education:Bachelor's

Skills:Lead relationship developmentSelf-motivatedGoal-orientedRisk mitigationAccountability

Certifications:CPALLMCTFACFP

Company Brief

KeyCorp

KeyCorp operates KeyBank, providing retail and commercial banking, lending, wealth management, and investment services to individuals, businesses, and institutions across the United States.

Industry: Banking

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: Cleveland, United States

Founded: 1849

Glassdoor: 3.6

Website LinkedIn