KeyCorp

2 weeks ago

Key Private Bank Sr Relationship Manager

✓ 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 primary advisor for Key Private Bank high-net-worth clients, developing and implementing strategies aligned to their financial goals. Lead and coordinate an extended advisory team to deliver banking, borrowing, and investment solutions. Review client financial data to build comprehensive plans, present solutions, meet or exceed sales goals, and grow relationships through disciplined prospecting and referrals. Participate in local community organizations to source business development opportunities.

Location: United States

Workplace: Hybrid

Employment Type: Full time

Job Function: Customer Success & Account Management

Seniority: Mid level

Key Responsibilities

•Recommend banking, borrowing, and investment solutions to help clients achieve their financial goals; lead and coordinate the extended advisory team.
•Understand client needs through relationship reviews and financial data, and capture goals in a financial plan.
•Prepare and deliver client presentations with consultative review and proactive, regular contact.
•Meet or exceed individual sales goals by expanding existing relationships, closing referrals, and capturing new business growth.
•Maintain a disciplined prospecting approach and build a referral-based pipeline; participate in community organizations for business development opportunities.

Travel: Low travel

Pay and Benefits

Salary: USD 112,000 - 210,000 annually

Key Requirements

•Bachelor’s degree in a business-related field or equivalent work experience (required).
•7 years of demonstrated sales and business development experience with proven results (required).
•Master’s degree in a business-related field (preferred).
•FINRA Series 7 and 66 (or 63 & 65) (preferred).
•CFP, CIMA, CPA, CFA, Licensed Attorney/JD, or CWS credentials (preferred).

Education:Bachelor's

Skills:Client-centric approachStrong client advisoryCollaborationCritical thinkingExcellent communication

Licenses:FINRA Series 7 and 66 (or 63 & 65)Licensed Attorney/JD

Certifications:FINRA Series 7FINRA Series 66CFPCIMACPACFACertified Wealth Strategist (CWS)

Tech Stack:CRM systemPersonal computer applicationsPC/laptop

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 weeks ago

Key Private Bank Sr Relationship Manager

✓ 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: United States

Workplace: Hybrid

Employment Type: Full time

Job Function: Customer Success & Account Management

Seniority: Mid level

Key Responsibilities

•Recommend banking, borrowing, and investment solutions to help clients achieve their financial goals; lead and coordinate the extended advisory team.
•Understand client needs through relationship reviews and financial data, and capture goals in a financial plan.
•Prepare and deliver client presentations with consultative review and proactive, regular contact.
•Meet or exceed individual sales goals by expanding existing relationships, closing referrals, and capturing new business growth.
•Maintain a disciplined prospecting approach and build a referral-based pipeline; participate in community organizations for business development opportunities.

Travel: Low travel

Pay and Benefits

Salary: USD 112,000 - 210,000 annually

Key Requirements

•Bachelor’s degree in a business-related field or equivalent work experience (required).
•7 years of demonstrated sales and business development experience with proven results (required).
•Master’s degree in a business-related field (preferred).
•FINRA Series 7 and 66 (or 63 & 65) (preferred).
•CFP, CIMA, CPA, CFA, Licensed Attorney/JD, or CWS credentials (preferred).

Education:Bachelor's

Skills:Client-centric approachStrong client advisoryCollaborationCritical thinkingExcellent communication

Licenses:FINRA Series 7 and 66 (or 63 & 65)Licensed Attorney/JD

Certifications:FINRA Series 7FINRA Series 66CFPCIMACPACFACertified Wealth Strategist (CWS)

Tech Stack:CRM systemPersonal computer applicationsPC/laptop

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