KPB FW Sr Portfolio Strategist
KeyBank
About this role
The position manages and constructs investment portfolios according to client investment goals and objectives, advising clients on effective strategies while collaborating closely with the relationship management team. This role is integral to providing exceptional service to clients and is expected to lead as a key trust advisor within the Wealth Segment.
Skills
Qualifications
About KeyBank
key.comIndustries
Finance
Enjoy 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
$112k – $210k
per year