KeyBank

Key Private Bank Family Wealth Investment Consultant

KeyBank$128K — $268K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • 10+ years of investment management experience targeting ultra-high-net-worth clients
  • Bachelor's degree in a related field, or equivalent experience
  • Chartered Financial Analyst (CFA) or Certified Investment Management Analyst (CIMA) preferred
  • Deep knowledge of sophisticated investment strategies and alternatives
  • Proven track record in sales and client relationship growth
  • Strong communication skills with diverse audiences
  • Experience as a subject matter expert in investment management

Responsibilities

  • Serve as lead investment advisor for complex engagements with Family Wealth clients
  • Develop and implement comprehensive investment strategies including IPS and risk management
  • Drive new business through consultative selling and prospecting
  • Support existing relationships by identifying share-of-wallet opportunities
  • Collaborate with teams on portfolio construction and alternative investments
  • Articulate the Family Wealth investment value proposition internally and externally
  • Cultivate connections with attorneys, accountants, and family office professionals
  • Represent Key Private Bank through presentations and networking

Benefits

  • Comprehensive benefits package including health, dental, and vision
  • Flexible work options with a hybrid model
  • Opportunities for professional development
  • Employee wellness programs and resources
  • Retirement and investment savings plans
Full Job Description
Location:
127 Public Square, Cleveland Ohio

Job Summary
The Key Family Wealth Investment Consultant serves as the senior investment advisor to the Family Wealth National Strategy Team (FWNST), providing sophisticated investment advice to ultra-high-net-worth individuals, families, and family offices. This role is responsible for leading investment strategy development, supporting sales and relationship teams, and driving growth through new client acquisition, relationship expansion, and differentiated advisory capabilities.

Essential Functions
  • Serve as lead investment advisor on complex Family Wealth client and prospect engagements.
  • Develop and implement comprehensive investment strategies, including IPS development, asset allocation, and risk management.
  • Drive new Investment Management business through consultative selling, prospecting, and partnership with Field and Segment teams.
  • Support expansion of existing client relationships by identifying share-of-wallet opportunities.
  • Collaborate with Investment Management teams on portfolio construction, alternative investments, and platform solutions.
  • Articulate and deliver the Family Wealth investment value proposition internally and externally.
  • Cultivate and leverage centers of influence, including attorneys, accountants, and family office professionals.
  • Represent Key Private Bank as a subject matter expert through presentations, networking, and professional involvement.
  • Mentor and develop investment professionals, promoting collaboration and best-practice sharing.
  • Ensure strict adherence to fiduciary, regulatory, and compliance requirements.
  • 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
  • Bachelor's Degree in related field (preferred)
  • OR equivalent experience (required)


Work Experience
  • 10 years of investment management or advisory experience serving ultra-high-net-worth clients. (required)


Licenses and Certifications
  • Chartered Financial Analyst (CFA) (preferred)
  • Certified Investment Management Analyst (CIMA) (preferred)


Skills
  • Deep expertise in sophisticated investment strategies, including alternatives.
  • Proven track record as a trusted advisor with demonstrated sales and relationship growth success.
  • Strong communication skills across diverse client and advisor audiences.
  • Experience as a subject matter expert and presenter.
  • Demonstrated success in complex new business development.
  • Expert management skills in fostering, facilitating and delivering on the ultra-high net worth market expectations
  • Experience as subject-matter-expert to in-house and industry groups
  • Demonstrated new business and/or client service accomplishments in ultra-high net worth market


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.


Driving Requirements
  • Ability to routinely and frequently operate a motor vehicle with a valid driver's license.


Work Location Category

  • Hybrid (Sales)


COMPENSATION AND BENEFITS
This position is eligible to earn a base salary in the range of $128,000.00 - $268,000.00 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: 10/16/2026

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.

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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
Net Income
$1.3 billion
Founded
1825
5 Year Trend
+5.6%
NASDAQ

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