Key Private Bank Sr. Fiduciary Strategist

KeyCorp
Ohio
Workplace: HybridFull timeUSD 96,000 - 181,000 annuallyFunction: Communications, PR & CommunityExperience: 10+ yearsEducation: bachelorsSkills: ["Leadership","Risk mitigation","Client relationship management","Accountability","Self-motivation"]

Deliver fiduciary advice for high-net-worth clients within the Key Private Bank relationship management team. Lead estate, tax, and philanthropic planning by reviewing and monitoring estate documents, interpreting legal instruments, and identifying trust and estate tax issues. Collaborate with internal partners and external advisors while managing fiduciary risk, supporting pricing and client onboarding, and deepening relationships through next-generation planning.

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FursaFursa
KeyCorp
KeyCorp
1 month ago

Key Private Bank Sr. Fiduciary Strategist

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Last checked: 14 hours agoStatus: Live

Job Summary

Deliver fiduciary advice for high-net-worth clients within the Key Private Bank relationship management team. Lead estate, tax, and philanthropic planning by reviewing and monitoring estate documents, interpreting legal instruments, and identifying trust and estate tax issues. Collaborate with internal partners and external advisors while managing fiduciary risk, supporting pricing and client onboarding, and deepening relationships through next-generation planning.
Location: Ohio
Workplace: Hybrid
Employment Type: Full time
Job Function: Communications, PR & Community
Seniority: Mid level

Key Responsibilities

  • •Lead delivery of fiduciary advice as part of client servicing and ensure consistent client experience.
  • •Develop understanding of family relationships; obtain, review, and monitor estate planning documents periodically.
  • •Analyze and interpret legal instruments to provide estate, tax, and financial planning alternatives aligned to client needs.
  • •Collaborate with internal teams and external advisors to support estate, tax, and philanthropic planning and resolve trust/estate tax issues.
  • •Lead client onboarding for new clients and support relationship deepening, including next-generation planning, while adhering to fiduciary and regulatory requirements.

Pay and Benefits

Salary: USD 96,000 - 181,000 annually

Key Requirements

  • •10+ years of client advisory experience to ultra-affluent business owners with trust/fiduciary matters or equivalent experience (required).
  • •Demonstrated fiduciary experience (required).
  • •Experience working directly with high-net-worth clients (required).
  • •Strong understanding of family relationships and beneficiary needs across estate, tax, and financial planning issues.
  • •Master’s Degree, JD, or other advanced degree (preferred), or a Bachelor’s degree or equivalent experience (preferred).
Experience:10+ yearsPrivate bankingWealth managementFiduciary advisoryEstate planningTax planning
Education:Bachelor's
Skills:LeadershipRisk mitigationClient relationship managementAccountabilitySelf-motivation
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
Glassdoor: 3.6
WebsiteLinkedIn