Key Private Bank Fiduciary Strategist

The Fiduciary Strategist is responsible for fulfilling the fiduciary responsibilities of KeyBank by providing client advisory services to high net worth clients and their beneficiaries. They advise clients in their book as well as those in their market in accordance with high professional standards.

Requirements

• Minimum of seven years of trust administration or equivalent work experience.
• Undergraduate degree in business related field or equivalent experience.
• Excellent interpersonal and communications skills (both written and verbal).
• Strong advisory focus in client work.
• Ability to work as part of sales and client servicing team.
• Experience managing high net worth book of business.
• Progress towards MBA, JD, CTFA or other professional certification.
• Working knowledge of investments/securities.
• Completion of Cannon Trust Schools I, II and III or equivalent knowledge from other industry training or equivalent experience.
• Prior experience as professional subject- matter- expert presenter, preferred.

Benefits

• Generous Paid Time Off
• 401k Matching
• Retirement Plan
• Relocation Assistance