Key Private Bank Family Wealth Investment Consultant

• Serve as lead investment advisor on complex Family Wealth client and prospect engagements.
• Develop and implement comprehensive investment strategies, including IPS development, asset allocation, and risk management.
• Drive new Investment Management business through consultative selling, prospecting, and partnership with Field and Segment teams.
• Support expansion of existing client relationships by identifying share‑of‑wallet opportunities.
• Collaborate with Investment Management teams on portfolio construction, alternative investments, and platform solutions.
• Articulate and deliver the Family Wealth investment value proposition internally and externally.
• Cultivate and leverage centers of influence, including attorneys, accountants, and family office professionals.
• Represent Key Private Bank as a subject matter expert through presentations, networking, and professional involvement.
• Mentor and develop investment professionals, promoting collaboration and best‑practice sharing.
• Ensure strict adherence to fiduciary, regulatory, and compliance requirements.
• 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 related field (preferred)

• OR equivalent experience (required)

• 10 years of investment management or advisory experience serving ultra‑high‑net‑worth clients. (required)

• Chartered Financial Analyst (CFA) (preferred)
• Certified Investment Management Analyst (CIMA) (preferred)

• Deep expertise in sophisticated investment strategies, including alternatives.
• Proven track record as a trusted advisor with demonstrated sales and relationship growth success.
• Strong communication skills across diverse client and advisor audiences.
• Experience as a subject matter expert and presenter.
• Demonstrated success in complex new business development.
• Expert management skills in fostering, facilitating and delivering on the ultra-high net worth market expectations
• Experience as subject-matter-expert to in-house and industry groups
• Demonstrated new business and/or client service accomplishments in ultra-high net worth market

• 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.