The Sr Fiduciary Strategist is responsible for fulfilling the fiduciary responsibilities of KeyBank by providing client advisory services to high-net-worth clients and their beneficiaries. They represent the local/in-market delivery for clients with appropriate revenue and advisory needs, proactively collaborating with team members to build insights and solutions to attract, retain, and grow client relationships.
Requirements
- Leads the delivery of fiduciary advice as part of client servicing and execution of client experience.
- Develops a strong understanding of family relationships and the needs of current clients as well as beneficiaries.
- Obtains and reviews and monitors all estate planning documents periodically to ensure that they fit individual client’s current circumstances.
- Analyzes and interprets legal instruments to determine duties and responsibilities of bank and to provide well-coordinated estate, tax, and financial planning alternatives to meet client’s needs.
- Facilitates the estate, tax, and philanthropic planning process for all relationships regardless of whether Key serves as trustee.
- Identifies any potential trust and estate tax-related issues and works with the client and external advisors to resolve.
- Collaborates with external client advisors (attorneys, accountants, etc.) to deliver advice.
- Leads the onboarding process for new clients in partnership with the Relationship Team.
- Demonstrates community leadership through active participation on boards and professional organizations.
- Responsible for engaging appropriate fiduciary partners to support administration or expertise in the delivery of client advice.
- Fulfills Key’s fiduciary responsibilities with utmost adherence to all internal fiduciary policies and procedures, regulatory, and legal requirements.
- Assumes accountability for all delegated fiduciary administrative work on assigned accounts.
- Advises relationship managers and all other partners on all internal fiduciary issues.
- Performs other duties as assigned; duties, responsibilities, and/or activities may change or new ones may be assigned at any time with or without notice.
Benefits
- Paid Time Off
- 401k Matching
- Retirement Plan
- Relocation Assistance
- Flexible Work Schedule
