Lead UHNW Family Wealth Strategist
keybankAkron (OH)
About the role
KeyBank seeks a senior Family Wealth Strategist to lead UHNW advisory services for families with $25MM+ investible assets. You will prospect for new clients, deepen relationships, and manage investment, wealth planning, trust, and banking needs with a white-glove approach.
The role requires deep UHNW expertise, collaboration with internal specialists, and a focus on cross-generational wealth execution. Occasional travel and hybrid work are expected.
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.
More like this