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: 19 hours agoStatus: Live

Job Summary

Serve as the primary advisor for Key Private Bank high net worth clients, translating financial goals into banking, borrowing, and investment strategies. Lead, coordinate, and assemble an extended advisory team (trust, investment, planning) to execute client needs. Review client financial data, build plans, and deliver consultative presentations. Drive growth by meeting sales goals through referrals, prospecting, and community-based business development while maintaining strong product, regulatory, and competitive knowledge.

Location: Pittsburgh

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 to help clients achieve financial goals.
•Lead and coordinate an extended advisory team (including trust, investment and planning strategists) based on relationship complexity.
•Review and analyze personal and business financial data to capture client goals in a financial plan.
•Prepare and deliver client presentations with appropriate financial solutions through consultative review and proactive contact.
•Meet or exceed assigned sales goals by expanding client relationships, closing referrals, and prospecting to maintain a pipeline and grow business.

Travel: Low travel

Pay and Benefits

Salary: USD 116,000 - 216,000 annually

Key Requirements

•Bachelor's degree in a business-related field or equivalent work experience (required).
•Minimum of 7 years of demonstrated sales and business development experience with proven results (required).
•FINRA License S7 (required) and additional FINRA licenses as applicable (S66 preferred; S63 and S65 preferred).
•Ability to advise using expert knowledge of investments, trust, credit, and financial products and banking regulations.
•Demonstrated client advisory skills, including understanding personal and commercial financial statements and lending experience.

Experience:7+ years

Skills:Proactive client-centric approachClient advisoryCommunicationTrust buildingDisciplined prospecting

Licenses:FINRA License S7FINRA License S66FINRA License S63FINRA License 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: 19 hours agoStatus: Live

Job Summary

Location: Pittsburgh

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 to help clients achieve financial goals.
•Lead and coordinate an extended advisory team (including trust, investment and planning strategists) based on relationship complexity.
•Review and analyze personal and business financial data to capture client goals in a financial plan.
•Prepare and deliver client presentations with appropriate financial solutions through consultative review and proactive contact.
•Meet or exceed assigned sales goals by expanding client relationships, closing referrals, and prospecting to maintain a pipeline and grow business.

Travel: Low travel

Pay and Benefits

Salary: USD 116,000 - 216,000 annually

Key Requirements

•Bachelor's degree in a business-related field or equivalent work experience (required).
•Minimum of 7 years of demonstrated sales and business development experience with proven results (required).
•FINRA License S7 (required) and additional FINRA licenses as applicable (S66 preferred; S63 and S65 preferred).
•Ability to advise using expert knowledge of investments, trust, credit, and financial products and banking regulations.
•Demonstrated client advisory skills, including understanding personal and commercial financial statements and lending experience.

Experience:7+ years

Skills:Proactive client-centric approachClient advisoryCommunicationTrust buildingDisciplined prospecting

Licenses:FINRA License S7FINRA License S66FINRA License S63FINRA License 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