Key Private Bank Relationship Manager

Job Summary

Key Private Bank (KPB) serves clients through expert advice and personalized banking, borrowing, and investment solutions. The Relationship Manager acts as the primary client advisor, developing and implementing strategies based on client financial goals, and coordinating with the extended KPB relationship team.

Responsibilities

• Acts as the primary client advisor by recommending banking, borrowing, and investment solutions to help clients achieve their financial goals.
• Leads, coordinates, and assembles the extended advisory team, including trust, investment, and planning strategists, based on the complexity of the relationship.
• Develops a comprehensive understanding of the client's needs through Relationship Reviews, CRM system, and personal meetings, and captures these goals in a financial plan.
• Prepares and delivers client presentations, individually and as part of a team, presenting appropriate financial solutions via consultative review and proactive, regular contact.
• Maintains and expands existing client relationships, closes referrals, and captures new business growth.
• Leverages referrals from internal and external sources to actively participate in community organizations and source business development opportunities.
• Develops and maintains an in-depth knowledge of financial wealth management and brokerage investment advisory services and products, as well as competitor and product knowledge.
• Performs other duties as assigned, including complying with KeyBank policies and procedures.

Qualifications

• Bachelor's Degree in business-related field or equivalent work experience (required)
• 5 years of demonstrated sales and business development experience with proven results (required)
• Certified Financial Planner (CFP), Certified Investment Management Analyst (CIMA), or Chartered Financial Analyst (CFA) (preferred)
• FINRA Series 7 and 66 (or 63 & 65) licenses (required) and resident state insurance licenses (Life, Variable, and Accident/Health or Life & Disability) (required)
• Ability to build trust by taking a client-centric approach, demonstrating strong or advanced knowledge of investments, trust, and credit, and consulting and prioritizing client needs.
• Strong client advisory skills, proven experience with personal and commercial financial statements, excellent verbal and written communication skills, and proficiency in personal computer applications.

Skills

• Collaboration
• Critical Thinking
• Emotional Intelligence
• Empathy
• Influence
• Persuasion
• Resilience

Benefits

This position is eligible to earn a base salary in the range of $94,000.00 - $175,000.00 annually, with potential for incentive compensation including production, commission, and/or discretionary incentives. Please click here for a list of benefits for which this position is eligible.

Pay

This position is eligible to earn a base salary in the range of $94,000.00 - $175,000.00 annually.

Schedule

General Office - Prolonged sitting, ability to communicate face-to-face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs. Travel - Occasional travel to include overnight stays. Driving - Ability to routinely and frequently operate a motor vehicle with a valid driver's license.

Physical Demands

General Office - Prolonged sitting, ability to communicate face-to-face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs. Travel - Occasional travel to include overnight stays. Driving - Ability to routinely and frequently operate a motor vehicle with a valid driver's license.

Job Posting Expiration Date

03/27/2026

Company Information

KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.