KeyCorp
Sr. Portfolio Strategist- Akron/Canton Area
Canton, OH · Senior
Sponsorship not specified$116k-$216kDetected 5 days ago
SalesCollaborationPublic Speaking
About the role
- The KPB Sr Portfolio Strategist advises clients on appropriate investment strategies and constructs and customizes portfolios according to client needs or preferences.
- Meets or exceeds individual revenue growth goals by sourcing new opportunities, expanding existing client relationships, and contributing significantly to attaining team growth goals.
- Responsible for overall portfolio construction and investment strategy needs of clients.
Responsibilities
- Contributes to broadening and deepening client relationships to drive new revenue growth in support of individual book or market growth goals.
- Maintains deep expertise in financial markets and related areas, including alternative investments and third-party solutions, while also participating in or contributing to various investment meetings and committees.
Requirements
- 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.
- OR equivalent experience (required)
Nice to have
- Bachelor's Degree in business related field (preferred)
- Minimum of 15 years in the investment management field (preferred)
- Professional Designation (preferred)
Skills
- Prioritizing the needs and goals of clients by providing personalized and attentive service, ensuring their satisfaction and loyalty.
- All KeyBank employees are expected to demonstrate Key's Values and abide by Key's Code of Conduct.
- General Office
- Hybrid (Sales)
- Core Competencies
Compensation
- for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives.
- This position is eligible to earn a base salary in the range of $116,000.00 - $216,000.00 annually.
- Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location.
Benefits
- Interfaces with other Key Private Bank advisors and team members as necessary to ensure investment advice is integrated with all other client plans (tax, estate planning, retirement, etc.).
Equal opportunity
- Job Posting Expiration Date: 09/25/2026KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture.
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This listing is sourced directly from KeyCorp's careers page and normalized into a canonical job model.