Job summary
Job post source
This job is directly from KeyBank
Job overview
The KPB Sr Fiduciary Strategist at KeyBank provides expert trust administration and fiduciary counsel to high-net-worth clients, playing a critical role in managing complex wealth strategies and growing client relationships.
Responsibilities and impact
The role involves administering fiduciary accounts, advising on trust and estate issues, collaborating with relationship managers to retain and expand client relationships, ensuring compliance with policies, meeting sales goals, and fostering KeyBank's reputation among high-net-worth clients and professionals.
Experience and skills
Requires a minimum of 10 years of trust administration and fiduciary advisory experience, preferably a JD with active State Bar registration, strong interpersonal skills, knowledge of investments, and completion of Cannon Trust Schools or equivalent training; published articles and presentation experience are preferred.
Work environment and culture
KeyBank promotes a professional team atmosphere encouraging open expression and community commitment, supporting business objectives through advocacy and behavioral adoption.
Company information
KeyBank is a financial institution focused on fiduciary services and wealth management for high-net-worth clients, emphasizing compliance, client retention, and professional expertise.
Team overview
The candidate will join a relationship management team working collaboratively with investment sales specialists and relationship managers to deliver fiduciary solutions and grow client assets.
Job location and travel
The position is located at 300 Madison Avenue, Toledo, Ohio 43604.
Unique job features
This role uniquely combines fiduciary expertise, trust administration, client management, sales, compliance, and leadership responsibilities, emphasizing high-net-worth client service and complex wealth strategy development.
Company overview
KeyBank is a regional bank headquartered in Cleveland, Ohio, offering a wide range of financial services including personal and commercial banking, investment management, and mortgage services. It generates revenue through interest on loans, fees for services, and investment income. Founded in 1825, KeyBank has a rich history, having grown through numerous mergers and acquisitions, and is now one of the largest banks in the United States by assets. The company is known for its commitment to community development and corporate responsibility.
How to land this job
Position your resume to highlight your extensive fiduciary expertise, trust administration experience, and ability to manage complex high-net-worth client relationships, showcasing your knowledge of legal, tax, and investment issues.
Emphasize your skills in advising relationship managers and collaborating within teams to develop sophisticated fiduciary solutions, along with proven success in meeting sales goals and growing client revenue.
Apply through multiple platforms including KeyBank's corporate careers page and LinkedIn to maximize your application visibility and ensure your candidacy is seen by multiple recruiters.
Connect with professionals in KeyBank's wealth management or fiduciary divisions on LinkedIn; use ice breakers such as commenting on recent KeyBank fiduciary initiatives, asking about team collaboration strategies, or expressing your enthusiasm for complex trust administration work.
Optimize your resume for ATS by incorporating keywords from the job description like 'fiduciary expertise,' 'trust administration,' 'high-net-worth clients,' 'compliance,' and 'sales goals' to pass initial automated screenings effectively.
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