KeyCorp

2 weeks ago

Key Private Bank Senior Relationship Manager

✓ 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

Serve as the primary advisor for high net worth Key Private Bank clients by analyzing financial data, building financial plans, and recommending banking, borrowing, and investment solutions. Deliver proactive client presentations, maintain regular contact, and meet sales goals by deepening existing relationships and converting referrals into new business. Coordinate with trust, investment, and planning strategists and support community-driven business development.

Location: United States

Workplace: Hybrid

Employment Type: Full time

Job Function: Customer Success & Account Management

Seniority: Mid level

Key Responsibilities

•Act as the primary client advisor by recommending banking, borrowing, and investment solutions aligned to clients’ financial goals.
•Lead and coordinate an extended advisory team (trust, investment, and planning strategists) based on relationship complexity.
•Review and analyze personal and business financial data to develop client goals and a financial plan.
•Prepare and deliver consultative client presentations and maintain proactive, regular contact.
•Meet or exceed sales goals by expanding client relationships, closing referrals, and prospecting to maintain and grow a pipeline.

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).
•FINRA licenses S7 and appropriate additional FINRA licenses as required/preferred (S66; or S63 and S65 preferred).
•Ability to advise on investments, trust, and credit, with expert knowledge of financial products and banking regulations.
•Strong communication skills and experience working with personal and commercial financial statements; knowledge of consumer or commercial lending.

Experience:7+ yearsWealth management

Skills:Client advisoryTrust buildingProactive relationship managementCommunicationEthics

Licenses:FINRA S7FINRA S66FINRA S63FINRA S65

Certifications:FINRA S7FINRA S66FINRA S63FINRA S65Certified Financial Planner (CFP)Certified Investment Management Analyst (CIMA)Certified Public Accountant (CPA)Chartered Financial Analyst (CFA)Licensed Attorney/JDCertified Wealth Strategist (CWS)

Tech Stack:CRM

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 Senior Relationship Manager

✓ 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: Customer Success & Account Management

Seniority: Mid level

Key Responsibilities

•Act as the primary client advisor by recommending banking, borrowing, and investment solutions aligned to clients’ financial goals.
•Lead and coordinate an extended advisory team (trust, investment, and planning strategists) based on relationship complexity.
•Review and analyze personal and business financial data to develop client goals and a financial plan.
•Prepare and deliver consultative client presentations and maintain proactive, regular contact.
•Meet or exceed sales goals by expanding client relationships, closing referrals, and prospecting to maintain and grow a pipeline.

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).
•FINRA licenses S7 and appropriate additional FINRA licenses as required/preferred (S66; or S63 and S65 preferred).
•Ability to advise on investments, trust, and credit, with expert knowledge of financial products and banking regulations.
•Strong communication skills and experience working with personal and commercial financial statements; knowledge of consumer or commercial lending.

Experience:7+ yearsWealth management

Skills:Client advisoryTrust buildingProactive relationship managementCommunicationEthics

Licenses:FINRA S7FINRA S66FINRA S63FINRA S65

Tech Stack:CRM

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