Key Private Bank Family Wealth Investment Consultant

KeyCorp
Cleveland
Workplace: HybridFull timeUSD 128,000 - 268,000 annuallyFunction: Finance & AccountingExperience: 10+ yearsEducation: bachelorsSkills: ["Communication","Presentation","Trusted advisory","Relationship building","Mentoring"]

Serve as the lead investment advisor for ultra-high-net-worth family wealth clients, developing and implementing comprehensive investment strategies across IPS, asset allocation, and risk management. Drive new Investment Management business through consultative selling and partnerships while expanding existing relationships. Partner with internal investment teams on portfolio construction, alternatives, and platform solutions, representing the value proposition to clients and external centers of influence, with strict fiduciary and compliance adherence.

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FursaFursa
KeyCorp
KeyCorp
6 days ago

Key Private Bank Family Wealth Investment Consultant

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Job Summary

Serve as the lead investment advisor for ultra-high-net-worth family wealth clients, developing and implementing comprehensive investment strategies across IPS, asset allocation, and risk management. Drive new Investment Management business through consultative selling and partnerships while expanding existing relationships. Partner with internal investment teams on portfolio construction, alternatives, and platform solutions, representing the value proposition to clients and external centers of influence, with strict fiduciary and compliance adherence.
Location: Cleveland
Workplace: Hybrid
Employment Type: Full time
Job Function: Finance & Accounting
Seniority: Mid level

Key Responsibilities

  • •Act as lead investment advisor for complex family wealth client and prospect engagements.
  • •Develop and implement investment strategies including IPS development, asset allocation, and risk management.
  • •Drive new Investment Management business through consultative selling, prospecting, and collaboration with Field and Segment teams.
  • •Expand existing relationships by identifying share-of-wallet opportunities and supporting portfolio construction and alternative investments.
  • •Ensure fiduciary, regulatory, and compliance adherence while representing Key Private Bank as a subject matter expert through presentations and networking.
Travel: Low travel

Pay and Benefits

Salary: USD 128,000 - 268,000 annually

Key Requirements

  • •10 years of investment management or advisory experience serving ultra-high-net-worth clients.
  • •Bachelor's degree in a related field (preferred) or equivalent experience.
  • •Demonstrated expertise in sophisticated investment strategies, including alternatives.
  • •Proven track record as a trusted advisor with demonstrated sales and relationship growth success.
  • •Strong communication and presentation skills with diverse client and advisor audiences.
Experience:10+ yearsUltra-high-net-worthFamily offices
Education:Bachelor's
Skills:CommunicationPresentationTrusted advisoryRelationship buildingMentoring
Certifications:Chartered Financial Analyst (CFA)Certified Investment Management Analyst (CIMA)

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
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Glassdoor: 3.6
WebsiteLinkedIn