Key Private Bank Family Wealth Senior Fiduciary Advisor

KeyBank•Wilmington, DE

1d•Hybrid

About The Position

Serve as a Senior Fiduciary Advisor and trusted partner to ultra-high-net-worth (UHNW) clients with $25 million or more, providing sophisticated trust, estate, and fiduciary guidance. The role focuses on deepening client relationships, managing fiduciary risk, and coordinating an integrated family-office experience. The position is based at 1105 North Market Street in Wilmington, Delaware, and is categorized as Hybrid (Sales). The advisor provides fiduciary, estate, tax, and wealth-planning advice tailored to complex family goals, structures, and legacy objectives. The role partners with Family Wealth Strategists, internal specialists, external advisors, and professional centers of influence to coordinate integrated solutions across trust, investment management, banking, credit, and insurance. It also supports relationship growth, onboarding, fiduciary governance, and client service while ensuring compliance with KeyBank policies and applicable regulations. The position requires a bachelor's degree and at least 10 years of experience providing fiduciary, trust, estate, or complex wealth-planning advice to high-net-worth or ultra-high-net-worth clients. Advanced education and relevant professional credentials are preferred. Occasional travel, including overnight stays, may be required.

Requirements

Bachelor's degree.
At least 10 years of experience providing fiduciary, trust, estate, or complex wealth-planning advice to high-net-worth or ultra-high-net-worth clients, generally with $25 million or more.
Mastery in administering complex fiduciary accounts and precisely interpreting trust instruments.
Advanced knowledge of estate-planning strategies and trust structures for multigenerational wealth transfer.
Deep understanding of federal and state tax regulations, including estate, gift, and generation-skipping transfer taxes.
Expertise in estate settlements, asset distribution, and coordination with executors and beneficiaries.
Ability to deliver integrated wealth strategies tailored to UHNW client needs and advise on retirement-income strategies integrated with estate and tax planning.
Ability to align fiduciary strategies with long-term client goals, anticipate regulatory and market shifts, adhere to fiduciary policies, and proactively mitigate risk.
Analytical and legal expertise to resolve complex client issues.
Ability to build enduring relationships through personalized, high-touch service and communicate complex concepts clearly in writing and verbally.
Proficiency with Microsoft Office and wealth-management platforms, and ability to use digital tools for client engagement.
Ability to lead and partner across teams, demonstrate accountability, and pursue client and business objectives.
Knowledge of private banking and investment advisory to deliver integrated solutions aligned with long-term client and institutional goals.
Ability to navigate complex interpersonal and family dynamics with diplomacy and professionalism.
Ability to occasionally operate a motor vehicle with a valid driver's license.
Ability to meet the physical demands of general office work, including prolonged sitting, face-to-face or phone communication, frequent PC/laptop use, and occasional lifting, pushing, or pulling of bags up to 10 pounds.

Nice To Haves

Master's degree or advanced education in law, accounting, finance, or a related field.
JD, LLM (Tax or Estate Planning), CPA, CFP®, CTFA®, or comparable advanced credentials related to fiduciary, tax, estate, or wealth planning.

Responsibilities

Provide proactive fiduciary, estate, tax, and wealth-planning advice to UHNW clients and their families in support of complex goals, structures, and legacy objectives.
Advise clients on fiduciary matters, including interpreting and overseeing governing documents, trust structures, and fiduciary obligations.
Lead or materially contribute to the development and ongoing execution of comprehensive wealth plans, coordinating internal specialists and external advisors.
Collaborate with Family Wealth Strategists and internal partners to deliver integrated trust, investment management, banking, credit, and insurance solutions.
Manage and anticipate fiduciary, legal, regulatory, and reputational risk across assigned relationships and ensure adherence to fiduciary policies and applicable regulations.
Develop a multigenerational understanding of family dynamics, beneficiary needs, and succession considerations to support relationship continuity and retention.
Identify estate, tax, charitable, and wealth-transfer planning and structuring opportunities with clients and their professional advisors.
Partner with Family Wealth teams to identify opportunities to deepen client relationships and responsibly grow revenue through expanded services and pricing discipline.
Lead or support onboarding of new UHNW fiduciary relationships, including trust acceptance, documentation review, and service-model alignment.
Maintain relationships with centers of influence, including attorneys, accountants, and family-office advisors, and represent the firm in relevant professional networks.
Stay current on fiduciary, trust, estate, tax, and wealth-planning developments and apply evolving practices to client advice and internal recommendations.
Share fiduciary expertise with colleagues through pre-call planning, case reviews, and collaborative problem-solving for complex client scenarios.
Serve as a fiduciary subject-matter resource to relationship teams, leadership, and partners on trust administration, governance, pricing, risk, and client solutions.
Perform other duties as assigned; duties, responsibilities, or activities may change or be assigned with or without notice.
Comply with KeyBank policies and procedures, act professionally and ethically, avoid conflicts of interest, and act in the best interests of clients and Key.