Key Private Bank Fiduciary Strategist
KeyBank
About this role
The Fiduciary Strategist at KeyBank is responsible for providing advisory services to high net worth clients and their beneficiaries, fulfilling fiduciary responsibilities while ensuring client satisfaction and adherence to regulations. This role entails collaborating with team members to build insights, solutions, and relationships that enhance revenue growth and client retention.
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
Unlock Company Insights
View leadership team, funding history,
and employee contacts for KeyBank.
Salary
$79k – $146k
per year