Key Private Bank Senior Portfolio Strategist

KeyBank • Toledo, OH

13h • $116,000 - $216,000 • Hybrid

About The Position

The Key Private Bank Senior Portfolio Strategist advises clients on investment strategies and constructs and customizes portfolios based on client needs and preferences. Working collaboratively with the relationship team, the strategist integrates investment advice with clients’ broader planning and personal goals, helps achieve organizational goals, and delivers service intended to exceed client expectations. The role is responsible for meeting or exceeding individual revenue-growth goals by sourcing opportunities, expanding existing relationships, and contributing to team growth.

The strategist oversees portfolio construction and investment strategy, monitors portfolios against client objectives and investment policies, and initiates changes consistent with the investment strategy. The role maintains expertise in financial markets, alternative investments, and third-party solutions, and may participate in investment meetings and committees. The strategist engages with clients and relationship teams to discuss portfolio changes, investment ideas, market events, and ways to advance client goals. They coordinate investment advice with internal and external advisors and other planning needs, including tax, estate, and retirement planning.

The position also supports business development through qualified lead development, relationship expansion, client and prospective-client meetings, referral development, participation in professional associations, and communication of the Key Private Bank platform’s competitive advantages. For select relationships, the strategist implements portfolio changes and uses centralized resources for portfolio construction and client service, transitioning rebalancing, trading, and administrative activities to centralized teams. The role maintains compliance with internal policies and procedures, including Reg 9 reviews and other compliance reporting, and performs other duties as assigned. Duties and activities may change or be assigned at any time, with or without notice.

The position is categorized as Hybrid (Sales). The stated annual base salary range is $116,000 to $216,000, with eligibility for incentive compensation that may include production, commission, and/or discretionary incentives. Placement in the range may depend on factors including skills, experience, and geographic location. The role is subject to KeyBank policies and procedures and the company’s Code of Conduct.

Requirements

• Bachelor’s degree in a business-related field or equivalent experience.
• Ability to build and maintain positive relationships with clients and colleagues, demonstrating empathy, active listening, and effective collaboration.
• Ability to clearly communicate information, ideas, and advice verbally and in writing to clients and team members.
• Ability to deliver engaging and informative presentations and explain complex financial concepts.
• Commitment to prioritizing client needs and goals through personalized, attentive service.
• Ability to collaborate with the sales team and participate in sales activities to support sales goals and revenue growth.
• Ability to identify and develop potential leads that meet criteria for high-value clients.
• Ability to build and maintain Centers of Influence relationships to generate referrals.
• Demonstrated experience managing High Net Worth client relationships and providing tailored investment advice.
• Proficiency in using an open-architecture approach to investment management, selecting investment solutions from a range of providers.
• Compliance with KeyBank policies and procedures and Key’s Code of Conduct.

Nice To Haves

• Bachelor’s degree in a business-related field (preferred; equivalent experience is also accepted).
• At least 15 years of experience in the investment management field (preferred).
• Professional designation (preferred).

Responsibilities

• Oversee portfolio construction and investment strategy for clients.
• Review, monitor, and modify client portfolios in accordance with client objectives and investment policies, and initiate changes consistent with the investment strategy.
• Maintain expertise in financial markets, alternative investments, and third-party solutions; participate in or contribute to investment meetings and committees.
• Engage proactively with clients to communicate portfolio changes, investment ideas, and important market events, and assess whether advice meets their needs.
• Participate in relationship reviews and offer ideas and strategies to advance client aspirations and strengthen Key as the client’s trusted advisor.
• Coordinate investment advice with other Key Private Bank advisors and team members so it is integrated with clients’ tax, estate-planning, retirement, and other plans.
• Provide timely feedback to the Relationship Manager and/or Client Experience Manager about important client events and discussions.
• Consult with clients’ internal and external advisors on asset allocation and execution of investment strategy.
• Meet or exceed individual growth goals, including qualified lead development, expanding existing relationship revenue, and contributing to team growth goals.
• Broaden and deepen client relationships to generate revenue in support of individual book or market growth goals.
• Meet and communicate with clients, prospective clients, and centers of influence with the relationship team to develop referrals and enhance the Community Bank’s image.
• Participate in professional associations to demonstrate professional credibility and expand Center of Influence relationships.
• Communicate the competitive advantages of the Key Private Bank platform and process as a Portfolio Strategist.
• Share intellectual capital with the Relationship Management Team during pre-call planning and weekly sales meetings.
• Implement investment portfolio changes for select relationships to execute strategy.
• Use centralized resources for portfolio construction and client service, transitioning portfolio rebalancing, trading, and administrative activities for client portfolios to centralized teams.
• Maintain compliance with internal policies and procedures, including Reg 9 reviews and other compliance reporting.
• Comply with KeyBank policies and procedures, conduct business ethically and professionally, avoid conflicts of interest, and act in the best interests of Key’s clients and Key.
• Perform other duties as assigned; duties, responsibilities, and activities may change or be assigned at any time, with or without notice.

Benefits

• Eligible for incentive compensation, which may include production, commission, and/or discretionary incentives.
• The job posting refers applicants to a separate list of eligible benefits but does not specify those benefits in the supplied text.

What This Job Offers

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