KeyCorp

Key Private Bank Sr. Fiduciary Strategist

Akron, OH · Senior

Sponsorship not specified$96k-$181kDetected 1 day ago

LLMsTaxOnboardingLeadership

About the role

The Sr Fiduciary Strategist is responsible for fulfilling the fiduciary responsibilities of KeyBank by providing client advisory services to high-net-worth clients and their beneficiaries.
As a member of the Key Private Bank (KPB) relationship management team, they represent the local / in market delivery for clients with appropriate revenue and advisory needs.
This role is entrusted with the responsibility of delivering the KPB fiduciary mandate to ensure consistent advisory delivery, while managing fiduciary risk.

The Sr Fiduciary Strategist proactively collaborates in person with team members to build insights and solutions to attract, retain and grow client relationships.
Collaborate with external client advisors (attorneys, accountants, etc.) to deliver advice.
Responsible for engaging appropriate fiduciary partners to support administration or expertise in the delivery of client advice.

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.
Demonstrated fiduciary experience (required)
Experience working with high-net-worth clients (required)

Develops a strong understanding of family relationships and the needs of current clients as well as beneficiaries.
Analyzes and interprets legal instruments to determine duties and responsibilities of bank and to provide well-coordinated estate, tax and financial planning alternatives to meet client's needs.
Facilitate the estate, tax, and philanthropic planning process for all relationships regardless of whether Key serves as trustee.
Identifies any potential trust and estate tax-related issues and works with the client and external advisors to resolve.
Be in close proximity to the Relationship Management Team to identify and prioritize opportunities to deepen relationships.
Identifies Investment Management and Trust Opportunities as well as any other banking, lending or insurance needs.
Assess client revenue opportunity based on complexity and service required.
Actively participate in pricing conversations for new KPB opportunities and proactively seek opportunities to reduce discounts on existing client pricing to move revenue closer to the national schedule.

Demonstrates awareness of state specific estate and tax planning issues.
Anticipates and mitigates risk on assigned accounts.
Administers complex accounts with a proactive, disciplined, consistent and comprehensive approach.
Self-motivated, goal and results driven.
Demonstrated ability to be accountable for a process and/or delivery from end to end
All KeyBank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies.
General Office
Ability to routinely and frequently operate a motor vehicle with a valid driver's license.
Core Competencies

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 $96,000.00 - $181,000.00 annually.
Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location.

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: 09/01/2026KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture.

This listing is sourced directly from KeyCorp's careers page and normalized into a canonical job model.