IAS Investment Consultant

KeyCorp
Cleveland
Workplace: HybridFull timeUSD 80,000 - 150,000 annuallyFunction: SalesExperience: 7+ yearsEducation: bachelorsSkills: ["Collaboration","Critical thinking","Decision making","Problem solving","Client focus","Presentation skills"]

Advises clients on investment strategies by constructing and customizing portfolios to meet individual needs and objectives. Collaborates with the relationship management team to integrate investment advice into clients’ overall planning, proactively communicates portfolio changes and market events, and helps achieve revenue growth goals through new opportunities and expanded relationships. Develops deep expertise in financial markets and alternative investments, participates in investment meetings and committees, and supports compliance and coordinated client service efforts.

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KeyCorp
KeyCorp
22 hours ago

IAS Investment Consultant

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Last checked: 22 hours agoStatus: Live

Job Summary

Advises clients on investment strategies by constructing and customizing portfolios to meet individual needs and objectives. Collaborates with the relationship management team to integrate investment advice into clients’ overall planning, proactively communicates portfolio changes and market events, and helps achieve revenue growth goals through new opportunities and expanded relationships. Develops deep expertise in financial markets and alternative investments, participates in investment meetings and committees, and supports compliance and coordinated client service efforts.
Location: Cleveland
Workplace: Hybrid
Employment Type: Full time
Job Function: Sales
Seniority: Mid level

Key Responsibilities

  • •Lead overall portfolio construction and investment strategy for clients.
  • •Review, monitor, and modify portfolios in line with client objectives and investment policy.
  • •Maintain expertise in financial markets, including alternative investments, and contribute to investment meetings/committees.
  • •Engage with clients and communicate portfolio changes, new ideas, and relevant market events to meet needs.
  • •Meet/exceed individual growth goals by sourcing opportunities and expanding client relationships, working with the relationship management team.
Travel: Low travel

Pay and Benefits

Salary: USD 80,000 - 150,000 annually

Key Requirements

  • •7+ years of investment and portfolio management experience.
  • •Bachelor’s Degree (required).
  • •Experience managing high-net-worth relationships.
  • •Experience utilizing open architecture.
  • •Strong presentation skills with a client-focused approach.
Experience:7+ yearsInvestment managementPortfolio managementHigh-net-worthAlternative investments
Education:Bachelor's
Skills:CollaborationCritical thinkingDecision makingProblem solvingClient focusPresentation skills
Tech Stack:Open architecture

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