KeyBank

KPB Sr Fiduciary Strategist

KeyBank

2 months ago
Seattle, WA
Hybrid
Full Time
Senior
0 applicants
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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.

Skills

Qualifications

Bachelor's DegreeMaster's DegreeJDCPALLM
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

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