KPB Sr Fiduciary Strategist
KeyBank(1 month ago)
About this role
The Sr Fiduciary Strategist at KeyBank is responsible for fulfilling fiduciary responsibilities by providing advisory services to high-net-worth clients and their beneficiaries. This role involves collaboration with the Key Private Bank relationship management team to deliver consistent advisory delivery while managing fiduciary risk and deepening client relationships.
Required Skills
- Client Advisory
- Fiduciary Services
- Trust Administration
- Estate Planning
Qualifications
- Bachelor's Degree
- Master's Degree
- JD
- CPA
- LLM
- CTFA
- CFP
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!
View more jobs at KeyBank →Apply instantly with AI
Let ApplyBlast auto-apply to jobs like this for you. Save hours on applications and land your dream job faster.
More jobs at KeyBank
Similar Jobs
Fiduciary Advisor Sr
Quantitative Marketing(28 days ago)
Fiduciary Advisor Sr. - PNC Private Bank
Quantitative Marketing(1 month ago)
Fiduciary Advisor III - Private Bank
Quantitative Marketing(1 month ago)
VP, Fiduciary Tax Manager
LPL Financial(1 month ago)
Specialist: Legal & Advisory (FAIS)
Absa Bank(7 days ago)
Fiduciary Advisor Sr
Quantitative Marketing(1 month ago)