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KeyBank · 4 months ago

Key Private Bank Senior Portfolio Strategist

Tarrytown, NY

Full-time

Onsite

Senior Level, Lead/Staff

$112K/yr - $210K/yr

10+ years exp

KeyBank is a financial institution that is seeking a Senior Portfolio Strategist to advise clients on investment strategies and customize portfolios according to their needs. The role involves collaborating with the relationship management team to exceed client expectations and achieve individual revenue growth goals through effective investment advice and strategies.

Banking

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

Qualification

Investment management experiencePortfolio management systemTrust accounting systemSales successClient focusBusiness acumenInterpersonal skillsPresentation skillsProblem solvingNegotiating