KeyBank

IAS Investment Consultant

KeyBank • $80K — $150K *
Cleveland, OH 44130In-Person
Finance & Insurance
5 - 7 years of experience
Today
Be an Early Applicant
Job Overview by Ladders

Qualifications

  • Bachelor's Degree required; Master's preferred.
  • 7+ years experience in investment and portfolio management.
  • Experience managing high-net-worth relationships.
  • Strong communication skills in both oral and written forms.
  • Capability to develop quality leads through Centers of Influence (COI).

Responsibilities

  • Construct and customize investment portfolios based on client needs.
  • Monitor and adjust investment strategies as per client objectives.
  • Engage proactively with clients regarding portfolio changes and market updates.
  • Work collaboratively with the relationship management team to enhance client services.
  • Integrate investment advice with other aspects of client planning, such as tax and estate matters.

Benefits

  • Comprehensive benefits package available.
  • Opportunities for career advancement and professional development.
  • Flexible work arrangements based on role performance.
  • Participation in professional associations to enhance credibility.
  • Access to centralized resources for portfolio management and client support.
Full Job Description
Location:
127 Public Square, Cleveland Ohio

Job Summary
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.

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, and initiates portfolio construction changes consistent with investment strategy.
  • Maintains deep expertise in financial markets and related areas, including alternative investments and third party solutions, while also participating on or contributing to various investment meetings and committees.
  • Proactively engages with clients to ensure that our investment advice is fully meeting their needs by communicating changes in their portfolio, new ideas to supplement achievement of their goals, and important market events.
  • Actively engages with the relationship management team in relationship reviews and offers ideas and strategies to actualize client aspirations and further position Key as the client's trusted advisor.
  • Interfaces with other Key Private Bank advisors and team members as necessary to ensure investment advice is integrated with all other client plans (tax, estate planning, retirement, etc.).
  • Provide timely feedback to the Relationship Manager and/or Client Experience Manager regarding important/critical events and/or discussions that occur with the client.
  • Confers with clients' other internal and external advisors to provide advice relating to asset allocation and the execution of overall investment strategy.
  • This position is responsible for either meeting or exceeding assigned individual growth goals which can include qualified lead development, expanding existing client relationship revenue, and contributing significantly to attaining team growth goals.
  • Contributes to broadening and deepening client relationships to drive new revenue growth in support of individual book or market growth goals.
  • In conjunction with other members of the relationship team, meets and communicates with clients, prospective clients, and centers of influence, fostering business relationships to develop new business referrals and to enhance the Community Bank's image.
  • Participates in professional associations to demonstrate professional credibility and expand Center of Influence (COI) relationships.
  • Is well versed in, and can articulate the competitive advantages of the Key Private Bank platform and process as a Portfolio Strategist.
  • Shares intellectual capital with the Relationship Management Team as part of the pre-call and weekly sales meeting
  • For select relationships, implements investment portfolio changes to execute strategy.
  • Effectively utilizes centralized resources in support of portfolio construction and client service activities, ultimately transitioning portfolio rebalancing, trading, and administrative activities for all client portfolios to centralized teams.
  • Maintains compliance with all internal policies and procedures, including but not limited to, Reg 9 reviews and other compliance reporting functions.
  • Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
  • Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key.


Education Qualifications
  • Bachelor's Degree (required)
  • Master's Degree (preferred)


Experience Qualifications
  • A minimum of 7 years investment and portfolio management experience (required)

Tactical Skills
  • Ability to develop quality leads through Centers of Influence (COI)
  • Experience managing high-net-worth relationships
  • Experience utilizing open architecture
  • Acts as part of a sales team and provides sales support
  • Strong presentation skills and client focus


Personal Skills
  • Collaboration
  • Critical Thinking
  • Decision Making
  • Problem Solving


Practical Skills
  • Business Acumen
  • Data Analysis
  • Oral & Written Communication
  • Risk Management
  • Analytical Thinking


Core Competencies
  • All KeyBank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies.


Physical Demands
  • General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.


Travel
  • Occasional travel to include overnight stay.


COMPENSATION AND BENEFITS
This position is eligible to earn a base salary in the range of $80,000.00 - $150,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives.

Please click here for a list of benefits for which this position is eligible.

Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.

Job Posting Expiration Date: 09/10/2026

About KeyBank

Shockingly, nearly 9-in-10 people who get their real estate license in America fail. We're solving that problem; And doing it while increasing profitability for the brokerage. Through technology, business automation, and a team approach we have created a system where agents focus solely on working with clients and closing deals.

KeyBank Careers

Joining KeyBank means stepping into a world of professional growth and innovation, where job opportunities abound in an environment that values leadership, diversity, and forward-thinking. As a member of our team, you will be part of a company that's committed to empowering your career journey while contributing to the financial wellness of our communities.

Work You'll Do

At KeyBank, we're not just in the business of banking; we're in the business of helping individuals and communities thrive. By joining our team, you will have the chance to be part of a culture that celebrates diversity and fosters leadership and professional development. Whether you're looking for a position in customer service, IT, finance, or management, KeyBank offers a variety of roles suited to your skills and career aspirations.

Innovate and Lead

KeyBank stands at the intersection of finance and innovation. Our employees are encouraged to lead with creativity and integrity, driving solutions that make a real difference. With a focus on digital transformation and sustainable growth, your work at KeyBank will challenge the status quo and encourage you to explore new ideas.

Grow Your Career

Career growth at KeyBank is not just a possibility—it's a priority. We are dedicated to your professional development through comprehensive training programs, leadership workshops, and continuous learning opportunities. Our commitment to your growth is matched by our dedication to inclusion, ensuring all voices are heard and valued.

Be Part of a Great Team

Our team at KeyBank is our strongest asset. We believe in using our collective skills to foster an environment of innovation and collaboration. Join us and connect with colleagues who are just as passionate and driven as you are. Through teamwork, we achieve exceptional results and push the boundaries of what's possible in the banking sector.

Internship and Employment Opportunities

For those starting their careers, KeyBank offers robust internship and employment opportunities that provide a solid foundation in the financial industry. Interns at KeyBank gain hands-on experience, beneficial networking connections, and insights into our day-to-day operations, setting the stage for a successful career.

Benefits and Culture

KeyBank is committed to offering benefits that enhance your life and well-being. From healthcare to retirement plans, and flexible working conditions, we ensure our employees are well taken care of. More than just benefits, our company culture is built on respect, integrity, and accountability—values that guide us in making a positive impact on our clients and communities.

Join Our Team

Explore the job opportunities at KeyBank and find the right fit for your skills and interests. We are continuously hiring and looking for individuals who are curious, innovative, and ready to make a difference. Prepare your resume, ace your interview, and join a team that's dedicated to your success and to transforming the landscape of banking.

Stay Connected

Keep up to date with the latest career tips, industry insights, and company news by following our careers blog. Personalize your experience by subscribing to job alert emails tailored to your preferences, and discover the exciting and rewarding career opportunities that await at KeyBank.

Search KeyBank Jobs

Ready to take the next step in your career? Search open positions at KeyBank that match your skills and interests. We look for passionate, creative, and solution-driven team players who are ready to grow and succeed in a dynamic and supportive environment.

SEARCH KEYBANK JOBS

Join KeyBank and be part of a company where your career is as important to us as it is to you. Together, let's unlock opportunities for growth, innovation, and meaningful impact in the financial world.
Learn more about KeyBank
Size
17,110 employees
Market Cap
$16 billion
Industry
Finance & Insurance
Net Income
$1.3 billion
Founded
1825
5 Year Trend
+5.6%
NASDAQ
KEY
* Ladders Estimates

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