KeyCorp

2 days ago

Sr. Portfolio Strategist- Akron/Canton Area

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 20 hours agoStatus: Live

Job Summary

Advise clients on investment strategies and construct customized portfolios aligned to their goals and investment policies. Partner closely with the relationship management team to integrate investment advice with broader planning needs (tax, estate, retirement), proactively communicate portfolio changes and market events, and support individual growth objectives through lead development and client relationship expansion. Maintain expertise in financial markets, including alternative investments and third-party solutions, while ensuring compliance with internal policies.

Location: United States

Workplace: Hybrid

Employment Type: Full time

Job Function: Administration & Executive Assistance

Seniority: Mid level

Key Responsibilities

•Build and manage client portfolio construction and investment strategy needs.
•Review, monitor, and modify portfolios based on client objectives and investment policy; initiate strategy-consistent changes.
•Engage clients proactively by communicating portfolio changes, new ideas, and important market events.
•Partner with the relationship management team to advise as Key’s trusted portfolio advisor and help actualize client aspirations.
•Contribute to individual growth goals and broader revenue growth through qualified leads, expanding client relationships, and enhancing referral networks.

Pay and Benefits

Salary: USD 116,000 - 216,000 annually

Key Requirements

•Bachelor's degree in a business-related field (preferred) or equivalent experience (required).
•Minimum 15 years in the investment management field (preferred).
•Professional designation (preferred).
•Demonstrated ability to build and maintain positive client and colleague relationships using empathy, active listening, and collaboration.
•Strong communication skills to convey complex financial concepts verbally and in writing, including delivering presentations to clients and colleagues.

Experience:15+ yearsInvestment management

Education:

Skills:Relationship buildingEmpathyActive listeningCollaborationCommunication

Certifications:Professional Designation

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

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KeyCorp

2 days ago

Sr. Portfolio Strategist- Akron/Canton Area

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 20 hours agoStatus: Live

Job Summary

Location: United States

Workplace: Hybrid

Employment Type: Full time

Job Function: Administration & Executive Assistance

Seniority: Mid level

Key Responsibilities

•Build and manage client portfolio construction and investment strategy needs.
•Review, monitor, and modify portfolios based on client objectives and investment policy; initiate strategy-consistent changes.
•Engage clients proactively by communicating portfolio changes, new ideas, and important market events.
•Partner with the relationship management team to advise as Key’s trusted portfolio advisor and help actualize client aspirations.
•Contribute to individual growth goals and broader revenue growth through qualified leads, expanding client relationships, and enhancing referral networks.

Pay and Benefits

Salary: USD 116,000 - 216,000 annually

Key Requirements

•Bachelor's degree in a business-related field (preferred) or equivalent experience (required).
•Minimum 15 years in the investment management field (preferred).
•Professional designation (preferred).
•Demonstrated ability to build and maintain positive client and colleague relationships using empathy, active listening, and collaboration.
•Strong communication skills to convey complex financial concepts verbally and in writing, including delivering presentations to clients and colleagues.

Experience:15+ yearsInvestment management

Education:

Skills:Relationship buildingEmpathyActive listeningCollaborationCommunication

Certifications:Professional Designation

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