KPB FW Sr Portfolio Strategist

Location :

127 Public Square Cleveland Ohio

ABOUT THE JOB (JOB BRIEF) :

• Manages and constructs investment portfolios in accordance with client investment goals and objectives.
• Advises clients on appropriate strategies and constructs and customizes portfolios according to client needs or preferences.
• Maintains a high level of collaboration with relationship team to provide effective strategies solutions and optimal levels of service that exceeds client expectations.
• Position is expected to offer the complete breadth and depth of the Wealth Segment suite of capabilities.
• Position may manage Portfolio Advisor Associates and / or mentor less experienced Portfolio Managers.
• This position collaborates and performs as part of the relationship management team to assure that the Wealth Segment goals are met by executing the client strategy.

ESSENTIAL JOB FUNCTIONS :

REQUIRED QUALIFICATIONS :

COMPENSATION AND BENEFITS

This position is eligible to earn a base salary in the range of $112000.00 - $210000.00 annually. Placement within the pay range may differ based upon various factors including but not limited to skills experience and geographic location. Compensation for this role also includes eligibility for incentive compensation subject to individual and company performance.

Please click here for a list of benefits for which this position is eligible.

Key has implemented an approach to employee workspaces which prioritizes in-office presence while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.

Job Posting Expiration Date : 01 / 05 / 2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race color religion sex sexual orientation gender identity national origin age genetic information pregnancy disability veteran status or any other characteristic protected by law.

Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing

# LI-Remote

Required Experience :

Senior IC

Key Skills

Project / Program Management,Project Portfolio Management,Portfolio Management,Credit Analysis,Banking,Pricing,Analysis Skills,Project Management,Financial Analysis,Budgeting,Property Management,Contracts

Employment Type : Full-Time

Experience : years

Vacancy : 1

Yearly Salary Salary : 112000 - 210000