Commercial Wealth Strategy Lead

KeyCorp
Cleveland, Buffalo
Workplace: HybridFull timeUSD 116,000 - 216,000 annuallyFunction: Strategy & Corporate DevelopmentEducation: bachelorsSkills: ["Relationship management","Strategic business development","Stakeholder influence","Communication","Presentation skills"]

Develop and execute a Wealth attachment strategy to increase engagement across the Commercial Bank portfolio. Partner across Commercial Banking and Wealth—Private Banking, Business Advisory Services, Trust, and Family Office—to identify liquidity, succession, and wealth-transfer opportunities. Lead coordinated coverage planning, build referral and opportunity pipelines, and track attachment metrics to drive growth and measurable performance across a matrixed organization.

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FursaFursa
KeyCorp
KeyCorp
1 day ago

Commercial Wealth Strategy Lead

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Job Summary

Develop and execute a Wealth attachment strategy to increase engagement across the Commercial Bank portfolio. Partner across Commercial Banking and Wealth—Private Banking, Business Advisory Services, Trust, and Family Office—to identify liquidity, succession, and wealth-transfer opportunities. Lead coordinated coverage planning, build referral and opportunity pipelines, and track attachment metrics to drive growth and measurable performance across a matrixed organization.
Location: Cleveland, Buffalo
Workplace: Hybrid
Employment Type: Full time
Job Function: Strategy & Corporate Development
Seniority: Mid level

Key Responsibilities

  • •Develop and execute a Wealth attachment strategy aligned with Commercial Bank growth objectives.
  • •Identify and prioritize client opportunities including liquidity events, succession planning needs, and wealth transfer strategies.
  • •Increase utilization of Business Advisory Services, Private Banking, Trust Services, and Family Office capabilities; facilitate referrals and coordinated delivery.
  • •Lead coordinated coverage planning and joint calling strategies between Commercial and Wealth teams.
  • •Build and manage a pipeline of Wealth opportunities, monitor performance and attachment metrics, and report actionable insights to leadership.

Pay and Benefits

Salary: USD 116,000 - 216,000 annually

Key Requirements

  • •Bachelor's degree in Business, Finance, Economics, or a related field, or equivalent work experience.
  • •Significant experience in Wealth Management, Private Banking, Trust, Commercial Banking, or related financial services.
  • •Strong knowledge of wealth planning, business succession, liquidity events, fiduciary services, and private banking solutions.
  • •Demonstrated ability to develop business strategies and drive relationship-based growth.
  • •Proven ability to influence stakeholders and lead initiatives across a matrixed organization.
Experience:Wealth managementPrivate bankingCommercial bankingTrust servicesFinancial services
Education:Bachelor's in Business, Finance, Economics
Skills:Relationship managementStrategic business developmentStakeholder influenceCommunicationPresentation skills

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