Key Family Wealth Strategist

Location: 301 East Fourth Street - Cincinnati, Ohio 45202 JOB BRIEF (PURPOSE) u2022 Senior advisor that exclusively works with UHNW families with a net-worth of greater than $25MM u2022 Serves as the primary point of contact for internal and external referrals for FW prospects u2022 Has a command of the Family Wealth value proposition and family office capabilities u2022 Responsible for revenue growth on the relationship u2022 Responsible for developing, documenting and executing on comprehensive sales and service strategy for uhnw families including the next gen u2022 Responsible for the implementation of the targeted Family Wealth onboarding plan u2022 Responsible for engaging senior leadership on the relationship u2022 Leads the internal team and works closely with the Family Office Director to implement the client strategy u2022 Is an astute and savvy competitor maintaining knowledge of strengths and weaknesses and product offerings and pricing of the competition. ESSENTIAL JOB FUNCTIONS Advisory u2022 Senior level advisor who has significant depth, breadth, and experience to effectively serve as the lead advisor for a large and complex UHNW family u2022 Establishes deep trust and confidence with Family Wealth clients while to position the team as the Trusted Advisors. u2022 Develops a deep knowledge of our Family Wealth clientu2019s entire financial and family situation. Sales u2022 Serves as the primary point of contact for new referrals u2022 Develops internal and external relationships to generate new opportunities u2022 Participates in professional associations and events to demonstrate professional credibility and to develop and expand COI relationships u2022 Orchestrates and drives the overall sales process with a new prospect u2022 Accountable for revenue growth and sales on the relationship u2022 Works closely with the Family Office Director to identify and prioritize opportunities to deepen relationships u2022 Leads the onboarding process for new families in partnership with the Family Office Director Client Service and Retention u2022 Responsible for the overall execution of the client experience u2022 Responsible for the development and documentation of the client strategy u2022 Partners closely with the Family Office Director to provide the level of service clients expect from Key Family Wealth. u2022 Responsible for retaining and deepening relationships including the development of the next generation REQUIRED QUALIFICATIONS u2022 Minimum of 10 years of advisory experience with ultra-high net worth individuals, families and family offices required u2022 Graduate degree in business related field or equivalent experience u2022 Depth and breadth of knowledge of tax, investments, and estate planning strategies for uhnw families u2022 Excellent interpersonal and communications skills (both written and verbal) on full spectrum of client and COI profiles u2013 from enteprunurial business owners to C-level executives to younger generations u2022 Demonstrated dedicated commitment and proven track record in cultivating existing client relationships with a view toward revenue enhancement and profitability u2022 Recognition as a Trusted Advisor with experience working directly with high net worth or high profile individuals u2022 Expert management skills in fostering, facilitating and delivering on the ultra-high net worth market expectations PREFERRED QUALIFICATIONS u2022 JD, CPA, CFA, CFP or Masteru2019s Degree u2022 Demonstrated new business accomplishments in ultra-high net worth market u2022 Prior experience as author of published industry articles u2022 Experience as subject-matter-expert to in-house and industry groups EQUIPMENT USED/PHYSICAL REQUIREMENTS u2022 Microsoft Office products and other computer applications and software (Word and Excel) u2022 Standard office equipment TRAINING REQUIRED u2022 On the job and as required to maintain licenses and certifications COMPENSATION AND BENEFITS This position is eligible to earn a base salary in the range of $160,000.00 - $334,000.00 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 subject to individual and company performance. Please click here ( for a list of benefits for which this position is eligible. Job Posting Expiration Date: 12/31/2025KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing . KeyBank is an organization collectively committed to helping you unlock your potential and discover what truly drives you. Working here means sharing our purpose to help our clients, colleagues, and communities thrive. Youu2019ll find genuinely supportive teammates, a flexible, inclusive work environment, challenging projects, accessible leaders, and opportunities to grow in your position and your career. For 200 years, Key has opened doors in our communities. Let us open one for you.

Created: 2025-12-05