Location:

66 South Pearl Street - Albany, New York 12207

Client and Advisory Service

• Participates in relationship reviews as an Investment expert on high net worth teams.
• Identifies and prioritizes Investment and other opportunities to deepen relationships
• Understands and can discuss the KPB Value Proposition
• Serves as a trusted advisor to clients and prospects relative to their concerns around cash flow, asset growth, liquidity, income, and risk. Advises clients and internal coverage team of any identified issues and coordinates resolution.
• Manages a book of Investment accounts and offers advice to clients on matters such as asset allocation, manager selection, and knowledge of markets including real estate, commodities, and other alternative investments.
• Anticipates and advises clients on their evolving financial goals and objectives.

Technical

• Reviews, monitors and modifies investment portfolio construction in accordance with client objectives and investment policy, initiates portfolio construction changes consistent with investment strategy.
• Maintains compliance with all internal policies and procedures, including but not limited to, Reg 9 reviews and other compliance reporting functions.
• Maintain deep expertise in financial markets and other related areas while also participating on or contributing to various investment committees.
• Has the knowledge and ability to manage investment portfolios within a fiduciary framework.

Support

• Focus on trading, rebalancing, portfolio construction, asset allocation, and portfolio execution
• Monitor cash levels including portfolio additions/withdrawals, overdrafts,
• Project management skills

COMPENSATION AND BENEFITS

This position is eligible to earn a base salary in the range of $100,000 to $113,000 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: 11/20/2024

KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to building a diverse, equitable and inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or other protected category.

 

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.