KeyBank

KPB Lead Institutional Advisor

KeyBank • $116K — $216K *
Seattle, WA 98115In-Person
Finance & Insurance
8 - 10 years of experience
2 weeks ago
Job Overview by Ladders

Qualifications

  • Bachelor's Degree in business-related field preferred, or equivalent experience required.
  • At least 10 years of experience in institutional banking, investment management, or trust services with successful sales management required.
  • Demonstrated ability to balance sales focus with exceptional client service.
  • Proven track record in acquiring new clients and developing prospects.
  • Strong understanding of investment products and portfolio construction.

Responsibilities

  • Lead client acquisition, prospect development, and investment sales in assigned markets.
  • Manage a portfolio of Institutional Investment clients.
  • Collaborate with local Key Private Bank markets to execute IA strategy.
  • Design and implement customized portfolios with the IA Investment Team.
  • Deliver investment solutions aligned with client objectives.
  • Serve as the primary contact for external sales opportunities, ensuring effective outreach.
  • Foster and deepen existing client relationships by addressing tailored needs.

Benefits

  • Eligibility for comprehensive benefits package including health, wellness, and retirement plans.
  • Flexible work environment with hybrid scheduling options (3+ days in-office).
  • Opportunities for incentive compensation including production and discretionary incentives.
Full Job Description
Location:
1301 5th Avenue, Seattle Washington

Job Summary
The Institutional Advisor develops and manages investment management and fiduciary relationships with non-profit, public, corporate, and government clients. This role is responsible for new client acquisition, prospect development, and investment sales across designated markets and business segments. The Advisor partners with the IA Investment Team on portfolio construction and investment solution delivery, collaborates with local Key Private Bank (KPB) markets to execute IA strategy, and works with Specialized Services and Philanthropic Consultants to address specific client needs. Relationship management is central to this role, with a focus on broadening and deepening client relationships and delivering exceptional client service.

Essential Functions
  • Lead new client acquisition, prospect development, and investment sales in assigned markets.
  • Manages a book of business of Institutional Investment clients.
  • Engage with local Key Private Bank markets to develop and execute IA strategy. Identify and cultivate opportunities within assigned markets and business segments.
  • Partner with the IA Investment Team to design and implement customized portfolios.
  • Support delivery of investment solutions and ensure alignment with client objectives.
  • Coordinate and deliver all client reviews with Institutional colleagues (Investment, Philanthropic and Specialized Services).
  • Serve as the primary point of contact for external sales opportunities, mastering effective outreach and prospect qualification.
  • Deliver holistic solutions that integrate philanthropic planning, trust services, and other specialized offerings.
  • Partner with Specialized Services and Philanthropic Advisors to serve clients with complex or specific needs.
  • Broaden and deepen existing client relationships by understanding client needs and delivering tailored solutions.
  • Manage client service delivery, ensuring a proactive and high-touch client experience.
  • Collaborate with Private Bank Relationship Managers and other team members to execute client strategies and meet sales goals.
  • Provide ongoing contact with new and existing clients to enhance their experience and uncover additional opportunities.
  • Regularly seek client feedback and referrals to expand business reach.
  • 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 business-related field (accounting, finance, economics, or related) (preferred)
  • OR equivalent experience (required)


Work Experience
  • A minimum of 10 years of institutional banking, investment management/consulting, or trust experience, with successful sales management. (required)


Skills
  • Demonstrated ability to balance sales focus with exceptional client service.
  • Effective management and delivery of results in a matrixed organization.
  • Proven ability to acquire new clients and develop prospects.
  • Investment Acumen: Strong understanding of investment products, portfolio construction, and OCIO models.
  • Exceptional interpersonal skills with a track record of deepening client relationships and delivering high-touch service.
  • Ability to develop and execute market-specific strategies.
  • Skilled in cross-functional partnership, especially with investment teams, specialized services, and philanthropic advisors.
  • Experience managing multiple markets or business segments.
  • Excellent written and verbal communication skills.
  • Strong analytical and problem-solving capabilities.
  • Familiarity with industry regulations and compliance standards.


Core Competencies
  • All KeyBank employees are expected to demonstrate Key's Values and abide by Key's Code of Conduct.


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
  • Routine and frequent 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 (3+ days)


COMPENSATION AND BENEFITS
This position is eligible to earn a base salary in the range of $116,000.00 - $216,000.00 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: 06/18/2026

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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