KeyBank
The Private Client Advisor serves KeyBank’s Mass Affluent clients, delivering investment services and financial wellness-based planning to grow and deepen client relationships. The role is the primary investment contact for clients with significant investable assets and works closely with branch managers, banking teams, and centers of influence. The position emphasizes consultative relationship building and partnership across the Consumer Bank to identify cross-selling opportunities.
Headquarters
Cleveland, Ohio, United States
Company Size
10001+ employees
Founded
1849
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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.
KeyBank Names Walters Corporate Responsibility Officer
Dec 10, 2025
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