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KeyBank · 1 month ago

KPB FW Sr Portfolio Strategist

United States

Full-time

Remote

Senior Level, Lead/Staff

$112K/yr - $210K/yr

10+ years exp

KeyBank is a national association focused on providing comprehensive financial services. The KPB FW Sr Portfolio Strategist is responsible for managing and constructing investment portfolios in line with client goals, advising clients on strategies, and collaborating with the relationship management team to ensure client satisfaction and exceed expectations.

Banking

Responsibilities

Manages and constructs investment portfolios in accordance with client investment goals and objectives

Advises clients on appropriate strategies and constructs and customizes portfolios according to client needs or preferences

Maintains a high level of collaboration with relationship team to provide effective strategies, solutions and optimal levels of service that exceeds client expectations

Position is expected to offer the complete breadth and depth of the Wealth Segment suite of capabilities

Position may manage Portfolio Advisor Associates and/or mentor less experienced Portfolio Managers

This position collaborates and performs as part of the relationship management team to assure that the Wealth Segment goals are met by executing the client strategy

Manages investment accounts of a large and complex nature with discretionary latitude for advising, planning and executing investment strategies

Evaluates client goals and objectives, contributes to team development of relationship strategy and constructs investment portfolios to execute strategy

Reviews and structures investment portfolios in accordance with client objectives and investment policy, initiates investment programs and executes appropriate transactions consistent with investment strategy

Advises clients and executes investment strategies consistent with the Principals of an open architecture platform

Pursues and implements broad asset allocation strategies consistent with the Wealth Segment's investment strategy guidance

Reviews portfolios to analyze investment performance

Maintains compliance with all internal policies and procedures

Maintains deep expertise in financial markets and other related areas while also participating on or contributing to various investment committees

Has the knowledge and ability to manage investment portfolios within a fiduciary framework

Assists the relationship management team in the development of investment policy and strategy

Actively engages with the relationship management team in relationship reviews and offer ideas and strategies to actualize client aspirations and further position Key as the client's trust advisor

Interfaces with other Wealth Segment advisors and sales team members as necessary to provide exemplary service to the client

Provides timely feedback to the Relationship Manager regarding important/critical events and/or discussions that occur with the client

Confers with clients other advisors to provide advice relating to asset allocation and the execution of overall investment strategy

Works within the relationship management team to introduce existing clients to the breadth and depth of products and services of the Wealth Segment, showcasing capabilities to further business development objectives

Is well versed in, and can articulate the competitive advantages of the Key Private Bank platform and process as a portfolio advisor

Responsible for either meeting or exceeding assigned individual sales goals which can include expanding existing client business, referrals and or new business growth

In conjunction with other members of the relationship team, meets and communicates with clients, prospective clients, and centers of influences, fostering business relationships to develop new business referrals and to enhance the Community Bank's image

May advise a portfolio of Investment Management and Trust clients

Fosters a culture of accountability by continually coaching and assessing the strengths and development needs of employees and initiating appropriate actions

Works with each market's District President and Sales Manager to ensure that the investment teams available within markets are staffed with highly qualified employees who are maintaining and growing the investment book of business

Creates an atmosphere of communication and collaboration which includes the ability to coach and lead employees and team to deliver on their objectives and contribute to both the success of the team and the individual

Promotes and coached to the use of open architecture solutions both in words and setting the appropriate example for their team

Ensures that the ream is staffed with highly qualified and motivated employees

Provides training and development opportunities to maximize results and provides opportunities for career advancement

Provides advice and counsel to staff on complex issues

Qualification

Investment managementClient relationship managementPortfolio managementOpen architecture experienceSales successStaff managementTrust accounting systemPortfolio management systemInterpersonal skillsCommunication skillsPresentation skillsTeam collaboration