Key Private Bank Family Wealth Strategist
About the role
Located at 127 Public Square, Cleveland, Ohio. The Family Wealth Strategist serves as the lead advisor for Ultra High Net Worth (UHNW) families with $25MM+ in investible assets. This senior-level role is responsible for prospecting new clients, deepening existing relationships, and managing the full spectrum of client needs including investment management, wealth planning, trust services, and banking solutions. The ideal candidate will be a trusted advisor with deep expertise in the UHNW space, capable of orchestrating complex financial strategies and delivering a white-glove client experience across generations. This is a hybrid (sales) role. Occasional travel with overnight stays may be required. General office work involving prolonged sitting, face-to-face communication, frequent PC/laptop use, occasional lifting of up to 10 lbs. Ability to routinely operate a motor vehicle with a valid driver's license.
Responsibilities
- Serve as the primary advisor for UHNW families, developing deep trust and understanding of their financial and personal goals.
- Lead the development and execution of comprehensive, multi-generational wealth