KeyBank
The Portfolio Strategist advises high‑net‑worth clients on investment strategies, constructs and customizes portfolios, and collaborates with relationship teams to integrate advice with clients' broader financial plans. The role drives revenue growth through new business development, expands existing relationships, and ensures compliance with internal policies and regulatory requirements.
Headquarters
Cleveland, Ohio, United States
Company Size
10001+ employees
Founded
1849
Enjoy the benefits of being a KeyBank client. We offer checking & savings accounts, credit cards, insurance, and loans. Open your KeyBank account today!
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
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
View leadership team, funding history,
and employee contacts for KeyBank.
17% below the average for this role
KeyBank Names Walters Corporate Responsibility Officer
Dec 10, 2025
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