Key Private Bank Family Wealth Senior Fiduciary Advisor

• Provide proactive fiduciary, estate, tax, and wealth planning advice to UHNW clients and their families, aligned with complex family goals, structures, and legacy objectives.
• Serve as a trusted advisor on fiduciary matters, including interpretation and oversight of governing documents, trust structures, and fiduciary obligations.
• Lead or materially contribute to the development and ongoing execution of comprehensive wealth plans, coordinating across internal specialists and external advisors.
• Collaborate closely with Family Wealth Strategists and other internal partners to deliver integrated solutions across trust, investment management, banking, credit, and insurance.
• Manage and anticipate fiduciary, legal, regulatory, and reputational risk across assigned relationships, ensuring full adherence to fiduciary policies and applicable regulations.
• Develop a deep, multi-generational understanding of family dynamics, beneficiary needs, and succession considerations to support relationship continuity and retention.
• Identify planning and structuring opportunities related to estate, tax, charitable, and wealth transfer strategies, in partnership with clients and their professional advisors.
• Partner with Family Wealth teams to identify opportunities to deepen relationships and responsibly grow revenue through expanded services and pricing discipline.
• Lead or support onboarding of new UHNW fiduciary relationships, including trust acceptance, documentation review, and service model alignment.
• Maintain strong centers-of-influence (COI) relationships (e.g., attorneys, accountants, family office advisors) and represent the firm within relevant professional networks.
• Stay current on fiduciary, trust, estate, tax, and wealth planning developments, applying evolving best practices to client advice and internal recommendations.
• Share fiduciary expertise and insights with colleagues through pre-call planning, case reviews, and collaborative problem-solving for complex client scenarios.
• Serve as a fiduciary subject-matter resource to relationship teams, leadership, and partners on trust administration, governance, pricing, risk, and client solutions.
• 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 (required)
• Master's Degree Advanced education in law, accounting, finance, or a related field (preferred)

• 10 years of experience providing fiduciary, trust, estate, or complex wealth planning advice to High Net Worth or Ultra High Net Worth clients (generally $25MM+). (required)

• JD, LLM (Tax or Estate Planning), CPA, CFP®, CTFA® or comparable advanced credentials related to fiduciary, tax, estate, or wealth planning. (preferred)

• Mastery in administering complex fiduciary accounts and interpreting trust instruments with precision and integrity.
• Advanced knowledge of estate planning strategies and trust structures for multigenerational wealth transfer.
• Deep understanding of federal and state tax regulations, including estate, gift, and generation-skipping transfer taxes.
• Expertise in managing estate settlements, asset distribution, and coordination with executors and beneficiaries.
• Proficient in delivering integrated wealth strategies tailored to UHNW client needs.
• Advises on retirement income strategies and integration with estate and tax planning.
• Aligns fiduciary strategies with long-term client goals and anticipates regulatory and market shifts.
• Ensures strict adherence to fiduciary policies and proactively mitigates risk.
• Applies analytical and legal expertise to resolve complex client issues.
• Builds enduring relationships through personalized, high-touch service.
• Communicates complex concepts clearly and effectively in both written and verbal formats.
• Skilled in Microsoft Office and wealth management platforms; leverages digital tools for client engagement.
• Leads and partners across teams to deliver cohesive, client-centric solutions.
• Demonstrates accountability and drive to achieve client and business objectives.
• Aligns fiduciary and estate planning with broader financial strategies to support long-term client and institutional goals.
• Applies deep knowledge of private banking and investment advisory to deliver integrated, high-value solutions.
• Navigates complex interpersonal and family dynamics with diplomacy and professionalism to preserve client relationships and fiduciary integrity.

• All KeyBank employees are expected to demonstrate Key’s Values and abide by Key’s Code of Conduct.

• 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 occasionally operate a motor vehicle with a valid driver's license.

Work Location Category

• 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.