Key Private Bank Senior Portfolio Strategist

• Manage large, complex discretionary investment portfolios for ultra-high-net-worth clients within a fiduciary framework.
• Evaluate client goals and risk tolerance, contribute to relationship strategy, and design customized portfolios consistent with investment policy statements and Wealth Segment investment guidance.
• Implement and manage asset allocation strategies using an open architecture platform; execute transactions and investment programs aligned with client objectives.
• Monitor portfolio performance, assess results, and recommend adjustments based on market conditions and client needs.
• Maintain deep expertise in financial markets and investment strategies; participate in or contribute to investment committees as appropriate.
• Ensure compliance with all regulatory requirements, internal policies, and fiduciary standards.
• Partner closely with Relationship Managers and other Wealth Segment advisors in client reviews, strategy discussions, and ongoing relationship management.
• Confer with clients and their internal and external advisors to coordinate overall investment strategy and asset allocation.
• Communicate timely and material client developments to the Relationship Manager.
• Articulate the value proposition and competitive advantages of the Key Family Wealth platform and introduce clients to the broader Wealth Segment capabilities.
• Meet or exceed individual growth objectives through relationship expansion, referrals, and new business development; engage with prospective clients and centers of influence as part of the relationship team.
• May advise investment management and trust client relationships.
• 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 experience in the investment management field. (required)

• Excellent interpersonal and communications skills (both written and verbal).
• Strong client focus.
• Strong presentation skills.
• Ability to work as part of a sales and client servicing team.
• Experience and proven success in an open architecture environment.
• Demonstrated track record of sales success.
• Experience managing an ultra-high-net-worth book of business.
• Ability to use office equipment, Trust accounting system, and portfolio management system.

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

Work Location Category

• Hybrid (3+ days)

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.