Key Private Bank Family Wealth Strategist

• Serve as the primary advisor for UHNW families, developing deep trust and understanding of their financial and personal goals.
• Lead the development and execution of comprehensive, multi-generational wealth strategies.
• Collaborate with internal specialists (Family Office Directors, Investment Advisors, Fiduciary Advisors) to deliver holistic solutions.
• Maintain a command of the firm’s Family Wealth value proposition and family office capabilities.
• Act as the primary point of contact for internal and external UHNW referrals.
• Proactively source new relationships through Centers of Influence (COIs), professional networks, and strategic events.
• Drive revenue growth through new business acquisition and expansion of existing relationships.
• Lead the onboarding process for new families, ensuring a seamless and personalized experience.
• Own the client experience, ensuring consistent delivery of high-touch service.
• Develop and document client strategies tailored to each family’s unique needs.
• Partner with the Family Office Director to ensure service excellence and continuity.
• Engage and retain next-generation family members, fostering long-term loyalty.
• Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
• Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients and Key.

• Bachelor's Degree in business, finance, or related field. (preferred)
• Master's Degree (preferred)

• OR equivalent experience (required)

• 10 years of advisory experience with UHNW individuals, families, or family offices. (required)

• Certified Financial Planner (CFP) (preferred)
• Chartered Financial Analyst (CFA) (preferred)

• Demonstrated success in new business development within the UHNW market.
• Deep knowledge of tax, investment, estate planning, and philanthropic strategies.
• Exceptional interpersonal and communication skills across diverse client profiles.
• Recognized as a trusted advisor with a reputation for discretion, integrity, and strategic insight.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).
• Familiarity with CRM systems and financial planning software.
• Experience as industry speaker on wealth management topics.
• Subject-matter expertise shared with internal teams or external industry groups.

• All KeyBank employees are expected to demonstrate Key’s Values and sustain proficiency in identified Leadership Competencies.

• General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.

• Occasional travel to include overnight stay.

• Ability to routinely and frequently operate a motor vehicle with a valid driver's license.

• Hybrid (Sales)

COMPENSATION AND BENEFITS

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.

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.