KeyBank

Key Private Bank Senior Portfolio Strategist

KeyBank

3 months ago
Pepper Pike, OH
Hybrid
Full Time
Senior
0 applicants
View Job Listing
KeyBank
Apply to 100+ jobs

About this role

A Portfolio Advisor within KeyCorp's Wealth Segment who oversees the construction and customization of investment portfolios to align with client goals. The role works closely with relationship teams to represent the Key Private Bank platform to high-net-worth clients and may mentor or manage less experienced portfolio professionals. It supports business development and the firm's open-architecture investment strategy.

Skills

Qualifications

Undergraduate Degree in BusinessProgress Toward Advanced Degree or Professional Certification
KeyBank

About KeyBank

key.com

Enjoy the benefits of being a KeyBank client. We offer checking & savings accounts, credit cards, insurance, and loans. Open your KeyBank account today!

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.

Reveal Company Insights

ApplyBlast uses AI to match you with the right jobs, tailor your resume and cover letter, and apply automatically so you can land your dream job faster.

© All Rights Reserved. ApplyBlast.com