Family Wealth Sr. Fiduciary Advisor

Sr. Fiduciary Advisor

Location : 401 Plymouth Road - Plymouth Meeting, Pennsylvania 19462

Job Description

The Sr. Fiduciary Advisor is primarily responsible for fulfilling the fiduciary responsibilities of KeyBank by providing client advisory services to Ultra High Net Worth (UHNW) clients with a net-worth greater than 25MM and their beneficiaries. As a member of the Family Wealth relationship management team, they proactively collaborate with team members to build insights and solutions to attract, retain and grow UHNW client relationships. This role is entrusted with the responsibility of delivering the Family Wealth standard in ensuring consistent, sophisticated advisory delivery, while managing fiduciary risk. For Family Wealth legacy relationships, the Fiduciary Advisor serves as the primary point of contact and manages the day-to-day services and team interactions, in such cases, the role is responsible for the coordination and delivery of all Family Wealth services and ensures the client receives an industry leading family office experience. While serving UHNW clients, the Fiduciary Advisor also identifies opportunities to protect, grow and transition family wealth. They are charged with retaining and deepening client relationships.

Essential Job Functions

Advisory :

• Leads the delivery of fiduciary advice as part of client servicing and execution of the client experience.
• Develops a strong understanding of family relationships and the needs of current clients as well as beneficiaries.
• Obtain 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 the 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 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.

Growth-Book of Business :

Client Servicing and Retention :

Fiduciary Expertise and Trust Administration :

Compliance :

Required Qualifications

Competencies / Skills

Client Focus : Is dedicated to meeting the expectations and requirements of internal and external customers; gets first-hand client information and uses it for improvements in products and services; acts with client in mind; establishes and maintains effective relationships with and gains their trust and respect.

Action Oriented : Enjoys working hard; is action oriented and full of energy for the things he / she sees as challenging; not fearful of acting with a minimum of planning; seizes the more opportunities than others.

Business Acumen : Know how businesses work; knowledgeable in current and possible future policies, practices, trends, and information affecting his / her business and organization; knows the competition; is aware of how strategies and tactics work in the marketplace.

Creativity : Comes up with a lot of new and unique ideas; easily makes connections among previously unrelated notions; tends to be seen as original and value-added in brainstorming settings.

Functional / Technical Skills : Has the functional and technical knowledge and skills to do the job at a high level of accomplishment.

Intellectual Horsepower : Is bright and intelligent; deals with concepts and complexity comfortably; described as intellectually sharp, capable, and agile.

Problem Solving : Uses rigorous logic and methods to solve difficult problems with effective solutions; probes all fruitful sources for answers; can see hidden problems; is excellent at honest analysis; looks beyond the obvious and doesn't stop at the first answers.

Presentation Skills : Is effective in a variety of formal presentation settings; one-on-one, small and large groups, with peers and superiors, clients, prospects and centers of influence; is effective both inside and outside the organization, on both cool data and hot and controversial topics; will show and project confident, caring demeanor in client settings to enhance overall client experience; can change tactics midstream when something isn't working.

Strategic Agility : Can quickly understand and embrace corporate and line of business initiatives and changes and can confidently represent KPB internally among teammates and externally among clients, prospects, and centers of influence.

Equipment Used / Physical Requirements

Training Required

Compensation and Benefits

This position is eligible to earn a base salary in the range of $94,000 to $175,000 annually depending on location and job-related factors such as level of experience. Compensation for this role also includes eligibility for short-term incentive compensation and deferred incentive compensation subject to individual and company performance.

Please click here for a list of benefits for which this position is eligible.

Job Posting Expiration Date : 10 / 20 / 2025

KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive