Family Wealth Sr. Fiduciary Advisor
KeyBankPennsylvania, United States • New York, New York, United States • New York, United States • Norwalk, Connecticut, United States
Posted August 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 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
- Deep tax, investment, estate planning, business succession or fiduciary experience
- Excellent interpersonal and communications skills
- Demonstrated dedicated commitment and proven track record in cultivating existing client relationships
- Professional Designation preferred – JD, CPA, LLM, CTFA, CFP or advanced degree as appropriate
Benefits
- 401k Matching
- Retirement Plan
- Short-term incentive compensation
- Deferred incentive compensation
- Generous Paid Time Off