Key Private Bank Senior Portfolio Strategist

KeyBank • Toledo, OH

2d • $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 to meet client needs and preferences. The role works closely with relationship teams to integrate investment advice with clients’ broader planning and personal goals, deliver effective solutions and service, and meet organizational objectives. The strategist is also responsible for individual revenue growth through new opportunities, expanded client relationships, and contributions to team growth.

The position oversees portfolio construction and investment strategy, monitors and adjusts portfolios in line with client objectives and investment policies, and maintains expertise in financial markets, alternative investments, and third-party solutions. It proactively communicates with clients about portfolio changes, investment ideas, and market events, and coordinates with internal and external advisors to integrate investment advice with tax, estate, retirement, and other plans.

The strategist supports business development through client and prospect meetings, referrals, professional associations, and collaboration with relationship management teams. The role also uses centralized resources for portfolio construction and client service, transitions rebalancing and trading activities to centralized teams, and complies with internal policies and procedures, including Reg 9 reviews.

Requirements

• Equivalent experience is required if the preferred bachelor’s degree is not held.
• Ability to build and maintain positive relationships with clients and colleagues, demonstrating empathy, active listening, and collaboration.
• Ability to communicate information, ideas, and advice clearly and effectively, verbally and in writing.
• Proficiency in delivering engaging presentations and explaining complex financial concepts to clients, prospective clients, and colleagues.
• Ability to provide personalized, attentive client service focused on client needs and goals.
• Ability to collaborate with sales teams and support sales goals by sharing insights, strategies, and resources.
• Active participation in sales activities and meetings to help develop and execute revenue-growth strategies.
• Ability to identify and develop potential leads that meet high-value client criteria.
• Ability to build and maintain Center of Influence relationships to generate referrals and expand prospective-client networks.
• Demonstrated experience managing High Net Worth client relationships and providing tailored investment advice.
• Proficiency with an open architecture approach to investment management, selecting investment solutions from a range of providers.
• Compliance with Key’s Values and Code of Conduct.

Nice To Haves

• Bachelor’s degree in a business-related field.
• Minimum of 15 years in the investment management field.
• Professional designation.

Responsibilities

• Oversee portfolio construction and investment strategy for clients.
• Review, monitor, and modify portfolio construction in accordance with client objectives and investment policy, and initiate changes consistent with investment strategy.
• Maintain expertise in financial markets, alternative investments, and third-party solutions, and participate in or contribute to investment meetings and committees.
• Engage proactively with clients to communicate portfolio changes, investment ideas, and significant market events, and ensure advice meets their needs.
• Collaborate with relationship management teams on relationship reviews and strategies that support client aspirations and strengthen Key’s role as trusted advisor.
• Coordinate with Key Private Bank advisors and other team members to integrate investment advice with clients’ tax, estate, retirement, and other plans.
• Provide the Relationship Manager and/or Client Experience Manager timely feedback about important client events and discussions.
• Consult with clients’ internal and external advisors about asset allocation and execution of investment strategy.
• Meet or exceed individual growth goals, including developing qualified leads, expanding existing client revenue, and contributing to team growth.
• Broaden and deepen client relationships to support revenue growth and individual book or market growth goals.
• Meet and communicate with clients, prospective clients, and centers of influence to develop referrals and enhance the Community Bank’s image.
• Participate in professional associations to demonstrate credibility and expand Center of Influence relationships.
• Explain the competitive advantages of the Key Private Bank platform and process as a Portfolio Strategist.
• Share investment knowledge with the Relationship Management Team during pre-call and weekly sales meetings.
• Implement investment portfolio changes for select relationships to execute strategy.
• Use centralized resources and transition portfolio rebalancing, trading, and administrative activities for client portfolios to centralized teams.
• Comply with internal policies and procedures, including Reg 9 reviews and other compliance reporting.
• Comply with KeyBank policies and procedures, act professionally and ethically, avoid conflicts of interest, and act in clients’ best interests.
• Perform other duties as assigned; duties, responsibilities, or activities may change or be added.

Benefits

• Eligibility for incentive compensation, which may include production, commission, and/or discretionary incentives.
• Flexible options for working in a mobile environment where the role can be performed effectively.

What This Job Offers

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