Strategist

• Own healthcare AI deployments end-to-end, from workflow discovery and solution design through build/configuration, launch, adoption, and measurable business impact
• Establish stakeholder relationships, identify technical and operational dependencies, and drive milestones toward measurable customer value
• Understand customer business problems and scope solutions aligned with objectives
• Design and build agents for complex, high-stakes healthcare conversations
• Map data flows between customer systems and conversations; scope required builds and partner with engineering to ship them
• Lead implementation activities including stakeholder adoption, agent configuration, timeline management, solution documentation, blocker prevention, and call-schedule configuration
• Partner with forward-deployed engineers to specify AI features for customer deployments
• Convert deployment learnings into repeatable playbooks, templates, and best practices
• Develop analytics and dashboards to track deployment performance
• Use deployment insights to improve internal products and processes
• Collaborate with engineers, product managers, customer success partners, clinical experts, and customer stakeholders

Deployment Strategist

• Serve as the primary advisor for ultra-high-net-worth families with $25MM+ in investible assets
• Develop and execute comprehensive, multi-generational wealth strategies
• Collaborate with Family Office Directors, Investment Advisors, and Fiduciary Advisors to deliver holistic solutions
• Maintain command of Key’s Family Wealth value proposition and family office capabilities
• Act as the primary point of contact for internal and external UHNW referrals
• Source new relationships through Centers of Influence, professional networks, and strategic events
• Drive revenue growth through new business acquisition and expansion of existing relationships
• Lead onboarding for new families and deliver a seamless, personalized experience
• Own the high-touch client experience
• Develop and document tailored client strategies
• Partner with the Family Office Director to ensure service excellence and continuity
• Engage and retain next-generation family members
• Comply with KeyBank policies and procedures and act in clients’ best interests
• Perform other duties as assigned

Strategist jobs in Ohio

Deployment Strategist

Family Wealth Strategist