Key Private Bank Senior Portfolio Strategist

KeyCorp
Seattle
Workplace: HybridFull timeUSD 116,000 - 216,000 annuallyFunction: Solutions Engineering & Sales EngineeringExperience: 15+ yearsEducation: bachelorsSkills: ["Empathy","Active listening","Client communication","Collaboration","Presentation skills"]

Advise Key Private Bank clients on investment strategies and construct tailored portfolios aligned to their goals. Partner closely with the relationship management team to integrate investment advice with planning needs and help deliver revenue growth through lead development and expanded client relationships. Maintain expertise in financial markets, including alternatives and third-party solutions, proactively communicate portfolio updates, and ensure compliance with internal policies and regulatory requirements.

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KeyCorp
KeyCorp
2 months ago

Key Private Bank Senior Portfolio Strategist

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Job Summary

Advise Key Private Bank clients on investment strategies and construct tailored portfolios aligned to their goals. Partner closely with the relationship management team to integrate investment advice with planning needs and help deliver revenue growth through lead development and expanded client relationships. Maintain expertise in financial markets, including alternatives and third-party solutions, proactively communicate portfolio updates, and ensure compliance with internal policies and regulatory requirements.
Location: Seattle
Workplace: Hybrid
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering
Seniority: Mid level

Key Responsibilities

  • •Construct and customize investment portfolios and investment strategy based on client needs and preferences.
  • •Proactively communicate portfolio changes, new ideas, and important market events to ensure advice meets client needs.
  • •Engage with the relationship management team in relationship reviews and provide strategies to support client aspirations and Key’s trusted-advisor positioning.
  • •Coordinate with other advisors to integrate investment advice with broader client plans (tax, estate planning, retirement).
  • •Meet or exceed assigned individual growth goals by sourcing opportunities and expanding client relationships, while supporting compliance with internal policies and procedures.

Pay and Benefits

Salary: USD 116,000 - 216,000 annually

Key Requirements

  • •Build and oversee overall portfolio construction and investment strategy for client objectives and investment policy.
  • •Review, monitor, and modify portfolios in line with client needs and investment strategy, including initiating portfolio changes.
  • •Demonstrate deep expertise in financial markets, including alternative investments and third-party solutions, and participate in investment meetings/committees.
  • •Manage relationships with High Net Worth clients and provide tailored investment advice through proactive client engagement.
  • •15 years of investment management experience is preferred, along with a bachelor’s degree in a business-related field (or equivalent experience required).
Experience:15+ yearsInvestment managementPrivate bankingHigh net worthAlternative investments
Education:Bachelor's in business related field
Skills:EmpathyActive listeningClient communicationCollaborationPresentation skills
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
Glassdoor: 3.6
WebsiteLinkedIn