Key Private Bank Sr Fiduciary Strategist

Key Private Bank Sr Fiduciary Strategist

Requirements

• Minimum of 10 years trust administration and fiduciary advisory services experience or equivalent work experience required.
• Strong preference for JD, active registration with State Bar Association and relevant practice experience.
• Undergraduate degree in business related 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.

Responsibilities

• Maintains deep expertise in fiduciary, investment, tax, and other related wealth issues.
• Designs and delivers sophisticated fiduciary solutions, using relationship team model, to high net worth clients with complex financial needs.
• Fulfills Key’s fiduciary responsibilities, ensuring retention of business and reputation.
• Advises Relationship Managers (RMs) and other partners on internal fiduciary issues.
• Administers complex 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-related issues.
• Applies sound fiduciary judgment to trust matters.
• Works with Investment Sales Specialists (ISSs) and RMs to retain and expand existing client relationships.
• Reviews client estate planning and trust documents and advises RMs, attorneys, etc. on recommended changes.
• Anticipates and advises clients on evolving financial goals and objectives.
• Executes, through the Comprehensive Practice Management process, prioritized proactive client contacts, per service standards.
• Maintains compliance with all internal policies and procedures, as well as, with regulatory and legal requirements.
• Mitigates risk on individual book of business.
• Assumes accountability for all delegated work on assigned accounts.
• 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 revenue.
• In collaboration with team members, presents ideas 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.
• Meets and engages with clients, prospective clients, attorneys, accountants, consultants, and co-fiduciaries.
• Fosters close business relationships to develop client loyalty and new business opportunities.
• Creates and executes on opportunities to showcase as subject-matter-expert presenter.
• Enhance Key’s reputation with high net worth individuals and their influencers.
• Serves as on-site business lead 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 ideas 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.

Preferred Qualifications

• Prior experience as author of published industry articles, preferred.
• Prior experience as a professional subject-matter-expert presenter, preferred.