Family Wealth Senior Fiduciary Advisor
KeyBank
About this role
Senior Fiduciary Advisor responsible for delivering fiduciary guidance and strategic wealth planning to Ultra High Net Worth (UHNW) clients and their beneficiaries. Acts as a senior member of the Family Wealth relationship management team, serving as a trusted advisor and internal thought leader to drive compliance, innovation, and a premier client experience. The role focuses on stewardship of complex fiduciary relationships, onboarding UHNW clients, and influencing service and product strategies across wealth disciplines.
Skills
Qualifications
About KeyBank
key.comEnjoy the benefits of being a KeyBank client. We offer checking & savings accounts, credit cards, insurance, and loans. Open your KeyBank account today!
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About KeyBank
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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View leadership team, funding history,
and employee contacts for KeyBank.
Salary
$96k – $181k
per year