Family Wealth Associate Strategist

• Supports Family Wealth Strategists in managing and deepening relationships with Ultra High Net Worth (UHNW) individuals and families. Executes client contact strategies, relationship reviews, and proactive outreach plans to enhance engagement, retention, and relationship growth.
• Serves as a secondary point of contact for clients, ensuring timely follow-up and coordination of client service needs.
• Coordinates client meeting preparation, including agendas, presentations, planning materials, meeting notes, action items, and follow-up activities.
• Supports new client onboarding and implementation activities, partnering across advisory teams to deliver a seamless client experience.
• Maintains accurate client records, relationship plans, pipeline activity, and opportunity tracking within CRM and firm systems.
• Gathers and analyzes client financial information to support wealth planning, investment management, fiduciary, banking, and family office discussions.
• Assists in developing client presentations, planning analyses, and strategy recommendations in partnership with Family Wealth Strategists and internal specialists.
• Partners with Investment Advisors, Fiduciary Advisors, Wealth Planners, Family Office Directors, and other specialists to coordinate holistic client solutions.
• Develops proficiency across Key’s Family Wealth capabilities, including investment management, wealth planning, trust and estate strategies, banking solutions, and multigenerational wealth planning.
• Supports business development efforts through prospect research, client profiling, opportunity management, and preparation for prospect and Centers of Influence (COI) meetings.
• Participates in client, prospect, COI, and networking activities to develop consultative sales skills and contribute to new business opportunities.
• Identifies opportunities to deepen existing relationships, expand client engagement, and support acquisition of new UHNW relationships.
• Demonstrates increasing responsibility for client relationship leadership, business development activities, and advisory discussions as skills and experience progress.
• 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 Finance, Business, Economics, Accounting, or related field (preferred)
• Master's Degree (preferred)

• OR equivalent experience (required)

• 3 years' experience in wealth management, private banking, investment management, financial planning, or related financial services roles with client-facing and sales responsibilities (required)
• Experience supporting affluent, high-net-worth, or ultra-high-net-worth client relationships (preferred)
• Demonstrated exposure to relationship management, consultative sales, and business development activities (preferred)

• Certified Financial Planner (CFP) (preferred)
• Chartered Financial Analyst (CFA) (preferred)
• Certified Trust and Fiduciary Advisor (CTFA) (preferred)

• Foundational knowledge of wealth management, investment management, trust and estate planning, private banking, and financial planning concepts.
• Demonstrated sales aptitude and consultative business development potential.
• Strong relationship management and client service orientation.
• Ability to build credibility and trust with affluent and UHNW clients and professional referral sources.
• Strong verbal, written, interpersonal, and presentation skills.
• Strong organizational skills with the ability to manage multiple priorities and deadlines.
• Ability to coordinate activities across multiple internal partners to deliver integrated client solutions.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).
• Familiarity with CRM platforms and financial planning software.
• Learning agility, intellectual curiosity, and commitment to developing into a lead UHNW advisor.

• 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.

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.