Key Private Bank Senior Portfolio Strategist

KeyBank • Tarrytown, NY

132d • $112,000 - $210,000

About The Position

Advises clients on appropriate investment strategies and constructs and customizes portfolios according to client needs or preferences. Maintains a high level of collaboration with relationship team to ensure that investment advice is integrated with all aspects of clients’ planning and personal goals. This position collaborates and performs as part of the relationship management team to ensure that organizational goals are met by providing effective advice, strategies, solutions and optimal levels of service that exceed client expectations. Meets or exceeds individual revenue growth goals by sourcing new opportunities, expanding existing client relationships, and contributing significantly to attaining team growth goals.

Requirements

• Undergraduate degree in a business-related field.
• 10 years' experience in the investment management field.
• 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 a high net worth book of business.
• Ability to use office equipment, Trust accounting system and portfolio management system.

Responsibilities

• Responsible for overall portfolio construction and investment strategy needs of clients.
• Reviews, monitors and modifies investment portfolio construction in accordance with client objectives and investment policy.
• Initiates portfolio construction changes consistent with investment strategy.
• Maintains deep expertise in financial markets and related areas, including alternative investments and third party solutions.
• Participates on or contributes to various investment meetings and committees.
• Proactively engages with clients to ensure that investment advice is fully meeting their needs.
• Communicates changes in client portfolios, new ideas, and important market events.
• Actively engages with the relationship management team in relationship reviews.
• Offers ideas and strategies to actualize client aspirations.
• Interfaces with other Key Private Bank advisors and team members to ensure integrated investment advice.
• Provides timely feedback to the Relationship Manager and/or Client Experience Manager regarding important events.
• Confers with clients’ other internal and external advisors regarding asset allocation and investment strategy execution.
• Responsible for meeting or exceeding assigned individual growth goals.
• Contributes to broadening and deepening client relationships to drive new revenue growth.
• Participates in professional associations to demonstrate professional credibility.
• Implements investment portfolio changes to execute strategy for select relationships.
• Utilizes centralized resources in support of portfolio construction and client service activities.
• Maintains compliance with all internal policies and procedures.

Benefits

• Base salary range of $112,000.00 to $210,000.00 annually.
• Eligibility for short-term incentive compensation.
• Deferred incentive compensation subject to individual and company performance.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: Bachelor's degree
• Number of Employees: 5,001-10,000 employees