Senior Portfolio Strategist

KeyBank

. Manage large, complex discretionary investment portfolios for ultra-high-net-worth clients within a fiduciary framework .

Posted 11/5/2026full-timeCleveland • Ohio • United StatesSenior💰 $116,000 - $216,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing complex discretionary investment portfolios for ultra-high-net-worth clients, with a strong focus on compliance, client relationship management, and customized asset allocation strategies. Proven ability to communicate effectively and drive business growth through strategic client engagement and investment management.

Highest-signal resume keywords

Investment ManagementClient Relationship ManagementOpen Architecture Environment ExperienceSales Success Track RecordPortfolio Management System Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Discretionary Investment ManagementAsset Allocation StrategiesFinancial Market ExpertiseRegulatory ComplianceTrust Accounting System ProficiencyInvestment Strategy DesignPortfolio Performance MonitoringTransaction ExecutionRisk Tolerance EvaluationCustomized Portfolio Design

Soft Skills

Excellent Interpersonal SkillsStrong Client FocusStrong Presentation SkillsEffective Communication SkillsTeam Collaboration

Tools & Technologies

Portfolio Management SystemTrust Accounting SystemOffice Equipment

Industry Keywords

Ultra-High-Net-Worth ClientsFiduciary FrameworkWealth ManagementInvestment CommitteesBusiness DevelopmentClient Servicing TeamRelationship ExpansionEthical Business PracticesInvestment ProgramsClient Reviews

About the role

Key responsibilities & impact

Manage large, complex discretionary investment portfolios for ultra-high-net-worth clients within a fiduciary framework
Evaluate client goals and risk tolerance, contribute to relationship strategy, and design customized portfolios
Implement and manage asset allocation strategies using an open architecture platform
Execute transactions and investment programs aligned with client objectives
Monitor portfolio performance, assess results, and recommend adjustments
Maintain expertise in financial markets and investment strategies
Participate in or contribute to investment committees as appropriate
Ensure compliance with regulatory requirements, internal policies, and fiduciary standards
Partner with Relationship Managers and Wealth Segment advisors in client reviews and strategy discussions
Confer with clients and their internal and external advisors to coordinate investment strategy and asset allocation
Communicate material client developments to the Relationship Manager
Articulate the value proposition and competitive advantages of the Key Family Wealth platform
Introduce clients to broader Wealth Segment capabilities
Meet or exceed growth objectives through relationship expansion, referrals, and new business development
Engage prospective clients and centers of influence as part of the relationship team
Advise investment management and trust client relationships as needed
Perform other duties as assigned
Comply with KeyBank policies and procedures, conduct business ethically, avoid conflicts of interest, and act in clients' and Key's best interests

Requirements

What you’ll need

Bachelor's Degree in related field is preferred
Equivalent experience required
10 years of experience in the investment management field
Excellent interpersonal and communications skills (both written and verbal)
Strong client focus
Strong presentation skills
Ability to work as part of a sales and client servicing team
Experience and proven success in an open architecture environment
Demonstrated track record of sales success
Experience managing an ultra-high-net-worth book of business
Ability to use office equipment, Trust accounting system, and portfolio management system
Ability to occasionally operate a motor vehicle with a valid driver's license
Occasional travel, including overnight stays

Benefits

Comp & perks

Incentive compensation eligibility, which may include production, commission, and/or discretionary incentives
Hybrid work arrangement (3+ days)
Flexible workspace options where roles can be performed effectively in a mobile environment
Reasonable accommodations for qualified individuals with disabilities or disabled veterans