KeyBank
Serve as a Senior Fiduciary Advisor and trusted partner to Ultra High Net Worth (UHNW) clients, delivering sophisticated trust, estate, and fiduciary guidance while deepening relationships and managing fiduciary risk. The role involves coordinating an integrated family office experience, providing proactive wealth planning advice, and ensuring adherence to fiduciary policies and regulations. This position requires a deep understanding of complex family dynamics, succession considerations, and multi-generational wealth transfer strategies.
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.
23% above the average for this role
KeyBank Names Walters Corporate Responsibility Officer
Dec 10, 2025
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