Lead UHNW Family Wealth Strategist & Advisor
rkminsuranceAkron (OH)
Lead UHNW Family Wealth Strategist & Advisor
Posted today
rkminsuranceAkron (OH)
SENIORITY
Senior
About the role
KeyCorp is seeking a Family Wealth Strategist to lead UHNW client relationships and orchestrate sophisticated wealth strategies across generations. You will prospect, deepen relationships, and coordinate investment, planning, trust, and banking solutions with internal specialists.
The role requires a deep UHNW background, a track record in growth, and a commitment to delivering white-glove service in a hybrid work setting. A Bachelor's is expected; a Master's is preferred.
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
It's what we read first. Occupations, seniority and locations matter more than a long history.
Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.