Wealth Management Fiduciary Officer

Wealth Management Fiduciary Officer At KeyBank, we know all about value – we manage the assets of thousands of customers, who rely on us to provide them with great and dependable service. That’s why we’re so enthusiastic about you. You’ve got the kind of talent that doesn’t come around everyday, and we want you to become a part of our team. We value our employees and their abilities, and recognize that you’re the reason our customers look to us for financial advice and support. An opportunity exists at our Cleveland, OH office for an expert in fiduciary administration. Once on our team, the incumbent will immediately be accountable for administrating profitable, high-quality accounts and a portfolio that includes trusts, investment agency and custody accounts. Specific responsibilities include:−  Managing fiduciary relationships of high net worth individuals and families−  Expanding and further developing a book of business through successful retention of existing accounts and development of new, profitable relationships−  Acting as primary contact for customers and acting as his/her clients’ coordinator of bank services−  Interacting with portfolio managers, credit officers and other areas, such as Tax Department, to ensure all financial need of the clients are met−  Collaborating with attorneys, accounts and financial planners to provide insights and alternatives to facilitate estate planning processes−  Keeping abreast with changes in trust and tax laws and estate planning methods−  Developing new Wealth Management business opportunities, including credit and investment managementTo qualify, candidates must have:−  MBA or JD degree−  Minimum 5 years’ trust administration experience or a similar background−  In-depth knowledge of credit, investments, wealth management and fiduciary administration−  Superior relationship-building, interpersonal and communication skills Life at Key is exciting, challenging, and rewarding. Just as we help our customers reach their financial goals, we’re committed to helping you achieve your personal and professional goals. We offer competitive compensation and comprehensive benefits that will help you fulfill a healthy work/life balance.  For more information about KeyBank and to complete an online application and submit your resume, go to www.key.com/careers   Be sure to reference position number: PS234529. KeyCorp is an equal opportunity employer M/F/D/V. We’re proud to be one of DiversityInc magazine’s “Top 50 Companies for Diversity” in 2007.