Senior Fiduciary Strategist

Deliver fiduciary advice to high-net-worth clients and beneficiaries as part of the Key Private Bank relationship management team. Lead client advisory delivery and help execute client experience, including reviewing estate planning documents, interpreting legal instruments, and coordinating estate, tax, and philanthropic planning options. Proactively identify trust and estate tax issues, collaborate with external advisors, support pricing and onboarding, and manage fiduciary risk while deepening relationships.