Family Wealth Senior Fiduciary Advisor
KeyBankCleveland, Ohio, United States • Chicago, Illinois, United States • Cincinnati, Ohio, United States • Toledo, Ohio, United States • Portland, Maine, United States
Posted November 20, 2025
94000 - 175000 USD year
Full Time
About the Company
KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture
Job Description
The Sr. Fiduciary Advisor is primarily responsible for fulfilling the fiduciary responsibilities of KeyBank by providing client advisory services to Ultra High Net Worth (UHNW) clients with a net-worth greater than 25MM and their beneficiaries.
Requirements
- Fulfill fiduciary responsibilities
- Provide client advisory services
- Collaborate with team members
- Deliver industry leading family office experience
- Identify opportunities to protect, grow and transition family wealth
- Retain and deepen client relationships
Benefits
- 401k Matching
- Retirement Plan
- Tuition Reimbursement
- Relocation Assistance