Key Private Bank Sr Fiduciary Strategist

Location: 175 S 3rd Street - reputed company, Ohio 43215ABOUT THE JOB (JOB BRIEF): Fulfills fiduciary responsibilities of reputed company by providing expert trust administration and counsel to High Net Worth clients and their beneficiaries. reputed company the relationship management team, collaborates effectively and provides insights and solutions to attract, retain and grow clients who require reputed company strategies to protect, grow and transition personal and family wealth. Actively manages trust and agency accounts, in accordance with established policies and procedures, to a high professional standard. Retains and deepens profitable client relationships reputed company assigned reputed company reputed company. Actively produces new reputed company both as a team member and individually to meet production goals.ESSENTIAL JOB FUNCTIONS: Fiduciary Expertise - Maintains deep expertise in fiduciary, investment, tax, and other reputed company wealth issues. - Designs and delivers sophisticated fiduciary solutions, using relationship team model, to high net worth clients with reputed company financial needs. - Fulfills Key's fiduciary responsibilities, ensuring retention of business and reputed company - Advises Relationship Managers (reputed company) and other partners on internal fiduciary issues.Trust Administration - Administers reputed company fiduciary accounts and assigned agency accounts. - Analyzes and interprets legal instruments to determine duties and responsibilities of bank. - Identifies and resolves potential trust and estate tax- reputed company issues. - Applies sound fiduciary judgment to trust matters.Client Management - Works with Investment Sales Specialitsts (ISSs) and reputed company to retain and expand existing client relationships. - Reviews client estate planning and trust documents and advises reputed company, attorneys, etc. on recommended changes. - Anticipates and advises clients on evolving financial goals and objectives. - Executes, through the Comprehensive Practice Management process, prioritized pro- active client contacts, per service standards.Compliance - Maintains compliance with reputed company internal policies and procedures, as well as, with regulatory and legal requirements. - Mitigates risk on individual book of business. - Assumes accountability for reputed company delegated work on assigned accounts.Sales - Meets or exceeds individual sales goals and contributes significantly to attaining team sales goals. - Participates in relationship reviews as fiduciary expert on high net worth teams. - Identifies and prioritizes trust and other opportunities to deepen relationships and enhance reputed company. - In collaboration with team members, presents reputed company and solutions to clients and prospects. - Participates with other team members or leads in the closing of new business. - Participates in professional associations to demonstrate professional credibility and expand COI relationships.reputed company - Meets and engages with clients, prospective clients, attorneys, accountants, consultants, and co- fiduciaries. - Fosters reputed company business relationships to reputed company client loyalty and new business opportunities. - Creates and executes on opportunities to showcase as subject- matter- expert presenter. - Enhance Key's reputed company with high net worth individuals and their influencers.Leadership - Serves as on- site business reputed company for urgent matters in cases where functional management is remote. - Supports business objectives through active advocacy and behavioral adoption. - Promotes professional team atmosphere that encourages open expression of reputed company and opinions leading to successful sales environment. - Develops and maintains knowledge of Key's investment process and results. - Participates in KeyCorp's commitment to community.REQUIRED QUALIFICATIONS: - Ten plus years trust administration and fiduciary advisory services experience or equivalent work experience. - Strong preference for JD, active registration with State Bar Association and relevant practice experience. - Undergraduate degree in business reputed company field or equivalent experience. - Excellent interpersonal and communications skills (both written and verbal). - Ability to advance business success of his/her sales and client servicing team through personal contribution. - Expert management and relationship skills for high net worth business. - Applied knowledge of investments/securities in support of sales and client servicing. - Completion of Cannon Trust Schools I, II and III or equivalent knowledge from other industry training or equivalent experience. - Prior experience as author of published industry articles, preferred. - Prior experience as a professional subject- matter- expert presenter, preferred.Job Posting Expiration Date: 05/04/2025KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to building a diverse, reputed company and inclusive culture. reputed company qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national reputed company, disability, veteran status or other protected category.Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing . 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