Private Bank Sr Portfolio Strategist

Location:

201 South Warren Street - Syracuse, New York 13202-1600

JOB BRIEF (PURPOSE)

Advises clients on appropriate investment strategies and constructs and customizes portfolios according to client needs or preferences. Maintains a high level of collaboration with relationship team to ensure that investment advice is integrated with all aspects of clients' planning and personal goals. This position collaborates and performs as part of the relationship management team to ensure that organizational goals are met by providing effective advice, strategies, solutions and optimal levels of service that exceed client expectations. Meets or exceeds individual revenue growth goals by sourcing new opportunities, expanding existing client relationships, and contributing significantly to attaining team growth goals.

ESSENTIAL JOB FUNCTIONS

Advisory

• 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.

Growth

• 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

Administration

• 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.

REQUIRED QUALIFICATIONS

Prior Related Experience (Years)

10+

15+

Undergraduate Degree

Advanced Degree

Professional Designation

Strong Interpersonal Skills

Strong Communication Skills

Strong Presentation Skills

Client Focus

Team Sales Support

Team Sales Participation

Qualified Lead Development

COI Development

Experience Managing HNW Relationships

Experience Utilizing Open Architecture

COMPENSATION AND BENEFITS

This position is eligible to earn a base salary in the range of $110,000.00 to $200,000.00 annually depending on location and job-related factors such as level of experience. Compensation for this role also includeseligibility for short-term incentive compensation and deferred 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: 12/16/2024

KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to building a diverse, equitable and inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or other protected category.

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