Job Summary

• The Sr Fiduciary Strategist is responsible for fulfilling KeyBank's fiduciary responsibilities by providing comprehensive advisory services to high-net-worth clients and their beneficiaries.
• This role requires a minimum of 10 years of client advisory experience specifically focused on ultra-affluent business owners and complex trust matters.
• The position offers a base salary range of $94,000.00 to $175,000.00 annually along with eligibility for incentive compensation and comprehensive benefits.

Matching Summary

Salary

Base: $94,000.00 - $175,000.00 annually; Bonus/Equity: Eligible for production, commission, and discretionary incentives; Benefits: Comprehensive list available via link

Skills & Requirements

Key Requirements

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

Work Rights