Key Private Bank Senior Portfolio Strategist
About The Position
The Senior Portfolio Strategist manages and constructs investment portfolios in accordance with client investment goals and objectives. The strategist advises clients on appropriate strategies and designs customized portfolios based on client needs and preferences. Working closely with the relationship team, the strategist delivers effective solutions and service while executing client strategies and supporting Wealth segment goals. The position is expected to offer clients the breadth and depth of the Wealth segment’s capabilities. The role manages large, complex discretionary portfolios for ultra-high-net-worth clients within a fiduciary framework. It evaluates client goals and risk tolerance, develops customized investment strategies, implements asset allocation using an open architecture platform, monitors performance, and recommends adjustments. The strategist also works with clients, their advisors, Relationship Managers, and other Wealth Segment advisors on investment strategy and ongoing relationship management. The position supports growth through relationship expansion, referrals, and new business development, and may advise investment management and trust relationships. The role requires compliance with applicable regulations, internal policies, and fiduciary standards, as well as adherence to KeyBank policies and ethical conduct. Duties and responsibilities may change or be supplemented at any time.
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 investment strategy and asset allocation.
- Communicate timely and material client developments to the Relationship Manager.
- Explain 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, including duties or activities that may change or be added.
- Comply with KeyBank policies and procedures, conduct business ethically, avoid conflicts of interest, and act in the best interests of clients and Key.
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.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
