Sr. Portfolio Strategist- Akron/Canton Area

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Sr. Portfolio Strategist- Akron/Canton Area

senior · Asset Management

Location:

Job Summary
The KPB Sr Portfolio Strategist advises clients on appropriate investment strategies and constructs and customizes portfolios according to client needs or preferences. Maintains a high level of collaboration with the relationship team to ensure that investment advice is integrated with all aspects of clients' planning and personal goals. This position collaborates and performs as part of the relationship management team to ensure that organizational goals are met by providing effective advice, strategies, solutions, and optimal levels of service that exceed client expectations. Meets or exceeds individual revenue growth goals by sourcing new opportunities, expanding existing client relationships, and contributing significantly to attaining team growth goals.

Essential Functions

• Responsible for overall portfolio construction and investment strategy needs of clients.
• Reviews, monitors, and modifies investment portfolio construction in accordance with client objectives and investment policy, and initiates portfolio construction changes consistent with investment strategy.
• Maintains deep expertise in financial markets and related areas, including alternative investments and third-party solutions, while also participating in or contributing to various investment meetings and committees.
• Proactively engages with clients to ensure that our investment advice is fully meeting their needs by communicating changes in their portfolio, new ideas to supplement achievement of their goals, and important market events.
• Actively engages with the relationship management team in relationship reviews and offers ideas and strategies to actualize client aspirations and further position Key as the client’s trusted advisor.
• Interfaces with other Key Private Bank advisors and team members as necessary to ensure investment advice is integrated with all other client plans (tax, estate planning, retirement, etc.).
• Provides timely feedback to the Relationship Manager and/or Client Experience Manager regarding important/critical events and/or discussions that occur with the client.
• Confers with clients’ other internal and external advisors to provide advice relating to asset allocation and the execution of overall investment strategy.
• Responsible for either meeting or exceeding assigned individual growth goals which can include qualified lead development, expanding existing client relationship revenue, and contributing significantly to attaining team growth goals.
• Contributes to broadening and deepening client relationships to drive new revenue growth in support of individual book or market growth goals.
• In conjunction with other members of the relationship team, meets and communicates with clients, prospective clients, and centers of influence, fostering business relationships to develop new business referrals and to enhance the Community Bank’s image.
• Participates in professional associations to demonstrate professional credibility and expand Center of Influence (COI) relationships.
• Articulates the competitive advantages of the Key Private Bank platform and process as a Portfolio Strategist.
• Shares intellectual capital with the Relationship Management Team as part of the pre-call and weekly sales meeting.
• For select relationships, implements investment portfolio changes to execute strategy.
• Effectively utilizes centralized resources in support of portfolio construction and client service activities, ultimately transitioning portfolio rebalancing, trading, and administrative activities for all client portfolios to centralized teams.
• Maintains compliance with all internal policies and procedures, including but not limited to, Reg 9 reviews and other compliance reporting functions.
• Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
• Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients and Key.

Education

• Bachelor's Degree in business related field (preferred)

• OR equivalent experience (required)

Work Experience

• Minimum of 15 years in the investment management field (preferred)

Licenses and Certifications

• Professional Designation (preferred)

Skills

• The ability to build and maintain positive relationships with clients and colleagues, demonstrating empathy, active listening, and effective collaboration.
• The capability to clearly and effectively convey information, ideas, and advice to clients and team members, both verbally and in writing.
• The proficiency in delivering engaging and informative presentations to clients, prospective clients, and colleagues, effectively communicating complex financial concepts.
• Prioritizing the needs and goals of clients by providing personalized and attentive service, ensuring their satisfaction and loyalty.
• Collaborating with the sales team to provide support in achieving sales goals, including sharing insights, strategies, and resources.
• Actively participating in sales activities and meetings, contributing to the development and execution of sales strategies to drive revenue growth.
• Identifying and developing potential leads that meet the criteria for high-value clients, contributing to the growth of the client base.
• Building and maintaining relationships with Centers of Influence (COIs) to generate referrals and expand the network of potential clients.
• Demonstrated experience in managing relationships with High Net Worth (HNW) clients, understanding their unique needs and providing tailored investment advice.
• Proficiency in using an open architecture approach to investment management, allowing for the selection of best-in-class investment solutions from a wide range of providers.

Core Competencies

• All KeyBank employees are expected to demonstrate Key’s Values and abide by Key’s Code of Conduct.

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.

Work Location Category

• Hybrid (Sales)

COMPENSATION AND BENEFITS

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

Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.

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.