KeyCorp

2 weeks ago

Key Private Bank Family Wealth Strategist

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 19 hours agoStatus: Live

Job Summary

Serve as the lead advisor for ultra-high-net-worth families, building trusted relationships and prospecting new clients. Own comprehensive, multi-generational wealth strategies spanning investment management, wealth planning, trust services, and banking solutions. Drive revenue growth by sourcing referrals and new relationships, then ensure a seamless onboarding and ongoing white-glove client experience in partnership with internal specialists. This hybrid role in Seattle focuses on discretion, integrity, and long-term retention.

Location: Seattle

Workplace: Hybrid

Employment Type: Full time

Job Function: Administration & Executive Assistance

Seniority: Mid level

Key Responsibilities

•Act as the primary advisor for UHNW families, developing trust and understanding their financial and personal goals.
•Lead development and execution of comprehensive, multi-generational wealth strategies in collaboration with internal specialists.
•Serve as the primary point of contact for UHNW referrals and proactively source new relationships through COIs, networks, and events.
•Drive revenue growth through new business acquisition and expansion of existing relationships, including onboarding new families.
•Own the client experience with high-touch service, develop and document tailored client strategies, and support retention of next-generation family members.

Travel: Low travel

Pay and Benefits

Salary: USD 165,000 - 345,000 annually

Key Requirements

•10+ years of advisory experience working with UHNW individuals, families, or family offices.
•Proven track record of generating revenue and deepening relationships in the UHNW segment.
•Graduate degree in business, finance, or related field (or equivalent experience).
•Deep knowledge of tax, investment, estate planning, and philanthropic strategies.
•Exceptional interpersonal and communication skills, recognized as a trusted advisor with discretion, integrity, and strategic insight.

Experience:10+ yearsWealth managementUltra-high-net-worth (UHNW)

Education:Master's

Skills:Interpersonal skillsCommunicationTrusted advisor mindsetDiscretionIntegrity

Certifications:JDCPACFACFP

Tech Stack:Microsoft Office (Word)Microsoft Office (Excel)Microsoft Office (PowerPoint)CRM systemsFinancial planning software

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

Loading job details...

Preparing the role view and application actions.

KeyCorp

2 weeks ago

Key Private Bank Family Wealth Strategist

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 19 hours agoStatus: Live

Job Summary

Location: Seattle

Workplace: Hybrid

Employment Type: Full time

Job Function: Administration & Executive Assistance

Seniority: Mid level

Key Responsibilities

•Act as the primary advisor for UHNW families, developing trust and understanding their financial and personal goals.
•Lead development and execution of comprehensive, multi-generational wealth strategies in collaboration with internal specialists.
•Serve as the primary point of contact for UHNW referrals and proactively source new relationships through COIs, networks, and events.
•Drive revenue growth through new business acquisition and expansion of existing relationships, including onboarding new families.
•Own the client experience with high-touch service, develop and document tailored client strategies, and support retention of next-generation family members.

Travel: Low travel

Pay and Benefits

Salary: USD 165,000 - 345,000 annually

Key Requirements

•10+ years of advisory experience working with UHNW individuals, families, or family offices.
•Proven track record of generating revenue and deepening relationships in the UHNW segment.
•Graduate degree in business, finance, or related field (or equivalent experience).
•Deep knowledge of tax, investment, estate planning, and philanthropic strategies.
•Exceptional interpersonal and communication skills, recognized as a trusted advisor with discretion, integrity, and strategic insight.

Experience:10+ yearsWealth managementUltra-high-net-worth (UHNW)

Education:Master's

Skills:Interpersonal skillsCommunicationTrusted advisor mindsetDiscretionIntegrity

Certifications:JDCPACFACFP

Tech Stack:Microsoft Office (Word)Microsoft Office (Excel)Microsoft Office (PowerPoint)CRM systemsFinancial planning software

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