KPB Wealth Services Sr. Portfolio Manager

Location

4900 Tiedeman Road, Brooklyn Ohio

Manages and constructs investment portfolios in accordance with client investment goals and objectives. Advises clients on appropriate strategies and constructs and customizes portfolios according to client needs or preferences. Maintains a high level of collaboration with the relationship team to provide effective strategies, solutions and optimal levels of service that exceed client expectations. This role offers the complete breadth and depth of the Wealth Segment suite of capabilities, may manage Portfolio Advisor Associates and/or mentor less experienced Portfolio Managers, and collaborates with the relationship management team to ensure Wealth Segment goals are met.

Manages investment accounts of a large and complex nature with discretionary latitude for advising, planning and executing investment strategies. Evaluates client goals and objectives, contributes to team development of relationship strategy and constructs investment portfolios to execute strategy. Reviews and structures investment portfolios in accordance with client objectives and investment policy, initiates investment programs and executes appropriate transactions consistent with the strategy.

Advises clients and implements broad asset allocation strategies consistent with the Wealth Segment's investment guidance. Reviews portfolios to analyze performance. Maintains compliance with all internal policies and procedures. Maintains deep expertise in financial markets, participates in investment committees, and manages portfolios within a fiduciary framework. Assists the relationship management team in the development of investment policy and strategy. Actively engages with the relationship management team in reviews and offers ideas and strategies.

Interfaces with other Wealth Segment advisors and sales team members to provide exemplary service. Provides timely feedback to the Relationship Manager about important events. Confers with clients and other advisors on asset allocation and execution strategy. Introduces existing clients to the breadth and depth of the Wealth Segment’s products and services, showcasing capabilities to further business development objectives. Is well-versed in the competitive advantages of the Key Private Bank platform and process as a portfolio advisor.

Responsible for meeting or exceeding assigned individual sales goals, including expanding existing client business, referrals, or new business growth. Collaborates with the relationship team to meet and communicate with clients and prospects, fostering new business referrals and enhancing the Community Bank's image.

Undergraduate degree in a business-related field. Minimum of 10 years of experience in investment management. Excellent interpersonal and communication skills, strong client focus, and strong presentation skills. Ability to work as part of a sales and client servicing team. Experience and proven success in an open architecture environment. Progress toward an advanced degree or professional certification. Demonstrated track record of sales success.

Experience managing a high net worth book of business. Ability to use office equipment, trust accounting system and portfolio management system.

This position is eligible to earn a base salary in the range of $80,000.00 - $ annually. Placement within the pay range may differ based on various factors, including but not limited to skills, experience, and geographic location. Compensation also includes eligibility for incentive compensation, which may include production, commission, and/or discretionary incentives.

Key has implemented an approach to employee work spaces that prioritizes in‑office presence while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.

Job Posting Expiration Date: 05/08/2026

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