Kpb Sr Fiduciary Strategist

KeyBank

Seattle, Washington, US
Base: $94,000.00 - $175,000.00 annually; bonus/equ...
Hybrid
10 years client advisory experience
Fiduciary experience required
High-net-worth client management
The Sr Fiduciary Strategist is responsible for fulfilling fiduciary responsibilities by providing advisory services to high-net-worth clients and their beneficiaries

Job Summary

  • The Sr Fiduciary Strategist is responsible for fulfilling fiduciary responsibilities by providing advisory services to high-net-worth clients and their beneficiaries.
  • This role requires analyzing legal instruments to determine duties and providing coordinated estate, tax, and financial planning alternatives.
  • Compensation includes a base salary range of $94,000.00 - $175,000.00 annually plus eligibility for incentive compensation.

Matching Summary

The Sr Fiduciary Strategist is responsible for fulfilling fiduciary responsibilities by providing advisory services to high-net-worth clients and their beneficiaries.

Salary

Base: $94,000.00 - $175,000.00 annually; Bonus/Equity: Eligible for production, commission, and discretionary incentives; Benefits: Comprehensive benefits package eligible

Skills & Requirements

Must-have

  • 10 years client advisory experience
  • fiduciary experience required
  • high-net-worth client management
  • estate and tax planning expertise
  • trust administration skills

Nice-to-have

  • community leadership participation
  • collaboration with external advisors
  • revenue growth mindset
  • next generation engagement
  • proactive risk mitigation

Key Requirements

  • Bachelor's degree or equivalent experience
  • Master's Degree, JD, or advanced degree preferred
  • Minimum 10 years of relevant advisory experience
  • CPA, LLM, CTFA, or CFP certification preferred
  • Demonstrated fiduciary experience required

Work Rights

Not specified

Tailored Resume

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