KPB FW Sr Portfolio Strategist

KPB FW Sr Portfolio Strategist

Key Bank

Location: 127 Public Square, Cleveland, 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. Position 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. Collaborates as part of the relationship management team to ensure Wealth Segment goals are met by executing the client strategy.

• 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 investment strategy.
• Advises clients and executes investment strategies consistent with the principles of an open architecture platform.
• Pursues and implements broad asset allocation strategies consistent with the Wealth Segment's investment strategy guidance.
• Reviews portfolios to analyze investment performance.
• Maintains compliance with all internal policies and procedures.
• Maintains deep expertise in financial markets and related areas while participating in or contributing to various investment committees.
• Has the knowledge and ability to manage investment 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 relationship reviews and offers ideas and strategies to actualize client aspirations and further position Key as the client's trust advisor.
• Interfaces with other Wealth Segment advisors and sales team members as necessary to provide exemplary service to the client.
• Provides timely feedback to the Relationship Manager regarding important/critical events and/or discussions that occur with the client.
• Confers with clients and other advisors to provide advice relating to asset allocation and the execution of overall investment strategy.
• Works within the relationship management team to introduce existing clients to the breadth and depth of Wealth Segment products and services, showcasing capabilities to further business development objectives.
• Is well versed in and can articulate the competitive advantages of the Key Private Bank platform and process as a portfolio advisor.
• Responsible for meeting or exceeding assigned individual sales goals which can include expanding existing client business, referrals and/or new business growth.
• In conjunction with other members of the relationship team, meets and communicates with clients, prospective clients and centres of influence, fostering business relationships to develop new business referrals and to enhance the Community Bank's image.
• May advise a portfolio of Investment Management and Trust clients.
• Fosters a culture of accountability by continually coaching and assessing the strengths and development needs of employees and initiating appropriate actions.
• Works with each market's District President and Sales Manager to ensure investment teams are staffed with highly qualified employees who are maintaining and growing the investment book of business.
• Creates an atmosphere of communication and collaboration which includes the ability to coach and lead employees and team to deliver on their objectives and contribute to the success of the team and the individual.
• Promotes and coaches to the use of open architecture solutions both in words and setting the appropriate example for their team.
• Ensures that the team is staffed with highly…