KeyBank

KPB Wealth Services Sr. Portfolio Manager

KeyBank

16 days ago
Brooklyn, OH
Hybrid
Full Time
Senior
0 applicants
KeyBank
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About this role

This senior role involves managing and constructing complex investment portfolios aligned with client goals, offering expert financial advice, and collaborating with a team to deliver tailored wealth management solutions. The position requires deep market expertise, client relationship management, and strategic asset allocation, with responsibilities extending to team mentorship and business development.

Skills

Qualifications

Undergraduate Degree in Business10+ Years Experience in Investment ManagementProgress Towards Advanced Degree or 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

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