Key Private Bank Senior Portfolio Strategist

KeyBank • Cleveland, OH

1d • Hybrid

About The Position

Manages and constructs investment portfolios in accordance with client investment goals and objectives. Advises clients on appropriate strategies and constructs and customizes portfolios according to client needs or preferences. Collaborates closely with the relationship team to provide effective strategies, solutions, and high levels of service, and offers the breadth and depth of the Wealth segment’s capabilities. The position is part of the relationship management team and executes client strategies to help achieve Wealth segment goals.

The role manages large, complex discretionary investment portfolios for ultra-high-net-worth clients within a fiduciary framework. It evaluates client goals and risk tolerance, contributes to relationship strategy, and designs customized portfolios consistent with investment policy statements and Wealth Segment investment guidance. The strategist implements and manages asset allocation strategies on an open architecture platform, monitors portfolio performance, and recommends adjustments based on market conditions and client needs.

The position partners with Relationship Managers and other Wealth Segment advisors in client reviews, strategy discussions, and ongoing relationship management. It coordinates investment strategy with clients and their internal and external advisors, communicates material client developments, and explains the value proposition and capabilities of the Key Family Wealth platform. The role is also expected to meet or exceed individual growth objectives through relationship expansion, referrals, and new business development. It may advise investment management and trust client relationships.

The position must comply with regulatory requirements, internal policies, and fiduciary standards, as well as KeyBank policies and procedures. Other duties may be assigned, and responsibilities may change with or without notice. The role is hybrid, with an in-office presence of three or more days. Occasional travel, including overnight stays, may be required.

Requirements

• 10 years of experience in the investment management field.
• A bachelor's degree in a related field or equivalent experience.
• Excellent interpersonal and written and verbal communication skills.
• Strong client focus and 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, a Trust accounting system, and a portfolio management system.
• Ability to occasionally operate a motor vehicle with a valid driver's license.

Nice To Haves

• Bachelor's degree in a related field.

Responsibilities

• 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, and 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 expertise in financial markets and investment strategies, and participate in or contribute to investment committees as appropriate.
• Ensure compliance with regulatory requirements, internal policies, and fiduciary standards.
• Partner 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 broader Wealth Segment capabilities.
• Meet or exceed individual growth objectives through relationship expansion, referrals, and new business development; engage prospective clients and centers of influence as part of the relationship team.
• May advise investment management and trust client relationships.
• Perform other duties as assigned and comply with KeyBank policies and procedures.

Benefits

• Eligible for incentive compensation, which may include production, commission, and/or discretionary incentives.
• Eligible for benefits; specific benefits are not listed in the posting.
• Flexible options for mobile work in circumstances where the role can be performed effectively.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior