KeyBank

Key Private Bank Sr. Fiduciary Strategist

KeyBank • $94K — $175K *
Seattle, WA 98115In-Person
Finance & Insurance
8 - 10 years of experience
Reposted Today
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Job Overview by Ladders

Qualifications

  • 10+ years of client advisory experience with ultra-affluent clients.
  • Proven fiduciary experience in trust administration or advisory services.
  • Strong understanding of estate and tax planning regulations.
  • Bachelor's degree preferred; advanced degrees such as JD or Master's are a plus.
  • Relevant certifications like CPA, LLM, CTFA, or CFP preferred.

Responsibilities

  • Lead fiduciary advice delivery to enhance client experience.
  • Develop deep insights into client and beneficiary needs.
  • Monitor estate planning documents to align with client circumstances.
  • Facilitate estate, tax, and philanthropic planning processes.
  • Identify and resolve potential tax-related issues with clients.
  • Collaborate with external advisors for comprehensive solutions.
  • Engage with the Relationship Management Team to prioritize client opportunities.

Benefits

  • Flexible work options with a focus on in-office presence.
  • Opportunities for incentive compensation based on performance.
  • A supportive and inclusive work culture at KeyBank.
  • Professional development opportunities through legal education.
  • Participation in community leadership and professional organizations.
Full Job Description
Location:
1301 5th Avenue, Seattle Washington

Job Summary
The Sr Fiduciary Strategist is responsible for fulfilling the fiduciary responsibilities of KeyBank by providing client advisory services to high-net-worth clients and their beneficiaries. As a member of the Key Private Bank (KPB) relationship management team, they represent the local / in market delivery for clients with appropriate revenue and advisory needs. The Sr Fiduciary Strategist proactively collaborates in person with team members to build insights and solutions to attract, retain and grow client relationships. This role is entrusted with the responsibility of delivering the KPB fiduciary mandate to ensure consistent advisory delivery, while managing fiduciary risk.

Essential Functions
  • Leads the delivery of fiduciary advice as part of client servicing and execution of client experience.
  • Develops a strong understanding of family relationships and the needs of current clients as well as beneficiaries.
  • Obtain and reviews and monitors all estate planning documents periodically to ensure that they fit individual client's current circumstances.
  • Analyzes and interprets legal instruments to determine duties and responsibilities of bank and to provide well-coordinated estate, tax and financial planning alternatives to meet client's needs.
  • Facilitate the estate, tax, and philanthropic planning process for all relationships regardless of whether Key serves as trustee.
  • Identifies any potential trust and estate tax-related issues and works with the client and external advisors to resolve.
  • Collaborate with external client advisors (attorneys, accountants, etc.) to deliver advice.
  • Be in close proximity to the Relationship Management Team to identify and prioritize opportunities to deepen relationships.
  • Identifies Investment Management and Trust Opportunities as well as any other banking, lending or insurance needs.
  • Assess client revenue opportunity based on complexity and service required. Actively participate in pricing conversations for new KPB opportunities and proactively seek opportunities to reduce discounts on existing client pricing to move revenue closer to the national schedule.
  • Leads the onboarding process for new clients in partnership with the Relationship Team
  • Demonstrate community leadership through active participation on boards and professional organizations.
  • Responsible for engaging appropriate fiduciary partners to support administration or expertise in the delivery of client advice.
  • If appropriate, function as the lead contact on a client relationship while engaging a Relationship Manager to ensure a complete and positive client experience.
  • Responsible for retaining and deepening the relationship with a client, including the next generation.
  • Responsible contributing to the development of the annual client plan and actively participating in the execution.
  • Shares intellectual capital with the Relationship Management Team as part of the pre-call and weekly sales meeting.
  • Fulfills Key's fiduciary responsibilities with utmost adherence to all internal fiduciary policies and procedures, regulatory and legal requirements.
  • Assumes accountability for all delegated fiduciary administrative work on assigned accounts.
  • Advises relationship managers and all other partners on all internal fiduciary issues.
  • Work closely with Sales Leader, Regional Trust Director and local team members on pricing, client service, compliance and litigation issues, as needed and appropriate.
  • 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 or equivalent experience (preferred)
  • Master's Degree , JD, or other advanced degree (preferred)


Work Experience
  • Minimum of 10 years of client advisory experience to ultra-affluent business owners; tax or legal services to clients regarding trust and fiduciary matters, and in trust administration or fiduciary advisory services or equivalent work experience (required)
  • Demonstrated fiduciary experience (required)
  • Experience working with high-net-worth clients (required)
  • Demonstrated agility working with local Private Banking Teams, Commercial Bankers and Investment Bankers (preferred)


Licenses and Certifications
  • CPA, LLM, CTFA, and/or CFP (preferred)


Skills
  • Ability to lead relationship development and engagement for beneficiaries.
  • Demonstrates awareness of state specific estate and tax planning issues.
  • Demonstrates experience working directly and independently with clients and families with a broad array of estate and financial planning issues which often arise with wealthy clients (including but not limited to distribution planning, philanthropic goals and tools, retirement planning)
  • Maintains deep expertise in fiduciary, investment, tax, and other related wealth issues by keeping current as to estate and tax law changes through legal education opportunities.
  • Anticipates and mitigates risk on assigned accounts.
  • Administers complex accounts with a proactive, disciplined, consistent and comprehensive approach.
  • Fosters close business relationships to develop client loyalty and new business opportunities.
  • Self-motivated, goal and results driven.
  • Demonstrated ability to be accountable for a process and/or delivery from end to end


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.


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


COMPENSATION AND BENEFITS
This position is eligible to earn a base salary in the range of $94,000.00 - $175,000.00 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: 08/20/2026

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

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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.

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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
Finance & Insurance
Net Income
$1.3 billion
Founded
1825
5 Year Trend
+5.6%
NASDAQ
KEY
* Ladders Estimates

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