KeyBank · 1 day ago
Family Wealth Senior Fiduciary Advisor
Pittsburgh, PA
Full-time
Hybrid
Senior Level, Lead/Staff
$96K/yr - $181K/yr
10+ years expKeyBank is seeking a Senior Fiduciary Advisor to provide expert fiduciary guidance and strategic wealth planning for Ultra High Net Worth clients. This role involves leading complex fiduciary services and ensuring compliance while delivering a premier client experience.
Banking
Responsibilities
Provide advanced fiduciary counsel as part of a comprehensive wealth management strategy
Navigate complex family dynamics and multigenerational planning needs with discretion and insight
Evaluate estate planning documents and legal instruments to ensure alignment with client objectives and evolving laws
Deliver strategic alternatives for trust and estate planning, integrating tax, legal, and financial considerations
Collaborate with external advisors to coordinate and optimize client outcomes
Lead initiatives to expand client relationships and identify new business opportunities across wealth disciplines
Recognize and act on opportunities in investment management, trust structuring, lending, and insurance
Cultivate loyalty and long-term engagement with clients, beneficiaries, and family office representatives
Contribute to pricing strategy and revenue optimization through deep understanding of client complexity
Oversee onboarding of new UHNW clients and ensure seamless integration into the Family Wealth platform
Serve as the senior fiduciary contact for legacy and high-complexity relationships
Lead the development and execution of annual wealth plans in collaboration with internal partners
Ensure delivery of a high-touch, personalized client experience that reflects the sophistication of the Family Wealth offering
Independently manage complex fiduciary relationships with a disciplined, proactive approach
Maintain deep knowledge of state-specific estate and tax laws and their implications for trust administration
Stay abreast of changes in fiduciary, tax, and investment law; share insights with internal stakeholders
Provide strategic oversight of trust administration and ensure alignment with client goals and fiduciary standards
Uphold the highest standards of fiduciary compliance and risk management
Ensure adherence to internal policies, regulatory requirements, and industry best practices
Advise internal partners on fiduciary matters and contribute to the resolution of complex compliance issues
Collaborate with the Regional Trust Director and Family Wealth team to continuously enhance service delivery and risk controls
Perform other duties as assigned
Comply with all KeyBank policies and procedures, including professional conduct and ethical business practices
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
Qualification
Required
Bachelor's Degree (preferred)
Doctorate Juris Doctorate (JD) (preferred)
OR equivalent experience (required)
10 years of experience in fiduciary advisory, estate planning, or trust administration, with a focus on UHNW clients. (preferred)
Demonstrated expertise in multigenerational wealth planning, complex trust structures, and estate settlement. (preferred)
Proven ability to lead client relationships, deliver strategic advice, and collaborate across disciplines. (preferred)
Strong interpersonal and communication skills, with the ability to engage effectively with clients, beneficiaries, and professional advisors. (preferred)
Mastery in administering complex fiduciary accounts and interpreting trust instruments with precision and integrity
Advanced knowledge of estate planning strategies and trust structures for multigenerational wealth transfer
Deep understanding of federal and state tax regulations, including estate, gift, and generation-skipping transfer taxes
Expertise in managing estate settlements, asset distribution, and coordination with executors and beneficiaries
Proficient in delivering integrated wealth strategies tailored to UHNW client needs
Advises on retirement income strategies and integration with estate and tax planning
Aligns fiduciary strategies with long-term client goals and anticipates regulatory and market shifts
Ensures strict adherence to fiduciary policies and proactively mitigates risk
Applies analytical and legal expertise to resolve complex client issues
Builds enduring relationships through personalized, high-touch service
Communicates complex concepts clearly and effectively in both written and verbal formats
Skilled in Microsoft Office and wealth management platforms; leverages digital tools for client engagement
Leads and partners across teams to deliver cohesive, client-centric solutions
Demonstrates accountability and drive to achieve client and business objectives
Aligns fiduciary and estate planning with broader financial strategies to support long-term client and institutional goals
Applies deep knowledge of private banking and investment advisory to deliver integrated, high-value solutions
Navigates complex interpersonal and family dynamics with diplomacy and professionalism to preserve client relationships and fiduciary integrity
Company
KeyBank
At KeyBank we’ve made a promise to our clients that they will always have a champion in us.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Chris Gorman
Chairman, Chief Executive Officer, and President, KeyCorp
Holly Santoro
Executive Administrator to the Chairman & CEO
Recent News
2023-08-28
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