Key Private Bank Senior Fiduciary Strategist

Job Posting

Location : 300 Madison Avenue - Toledo, Ohio 43604

Fulfills fiduciary responsibilities of KeyBank by providing expert trust administration and counsel to High-Net-Worth clients and their beneficiaries. Within the relationship management team, collaborates effectively and provides insights and solutions to attract, retain and grow clients who require complex strategies to protect, grow and transition personal and family wealth. Actively manages trust and agency accounts, in accordance with established policies and procedures, to a high professional standard. Retains and deepens profitable client relationships within assigned revenue base. Actively produces new revenue both as a team member and individually to meet production goals.

Essential Job Functions

Fiduciary Expertise

• Maintains deep expertise in fiduciary, investment, tax, and other related wealth issues.
• Designs and delivers sophisticated fiduciary solutions, using relationship team model, to high-net-worth clients with complex financial needs.
• Fulfills Key's fiduciary responsibilities, ensuring retention of business and reputation
• Advises Relationship Managers (RMs) and other partners on internal fiduciary issues.

Trust Administration

Client Management

Compliance

Sales

Reputation

Leadership

Required Qualifications :

Job Posting Expiration Date : 08 / 29 / 2025

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, disability or veteran status.

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 HR_Compliance@keybank.com.