Key Private Bank Sr. Fiduciary Strategist
KeyCorp
United States
Workplace: HybridFull timeUSD 96,000 - 181,000 annuallyFunction: Finance & AccountingExperience: 10+ yearsEducation: mastersSkills: ["Relationship development","Risk mitigation","Independent client engagement","Accountability","Self-motivated"]Provide fiduciary advisory services to high-net-worth clients and beneficiaries as part of the Key Private Bank relationship management team. Lead delivery of fiduciary advice, monitor estate planning documents, analyze legal instruments, and coordinate estate, tax, financial, and philanthropic planning options. Proactively identify trust and estate tax issues, partner with external advisors, support client onboarding, and help retain and deepen relationships while managing fiduciary risk and compliance.

