Key Private Bank Sr. Fiduciary Strategist

Location:

1301 5th Avenue, Seattle Washington

The Sr Fiduciary Strategist is responsible for fulfilling the fiduciary responsibilities of Key Bank by providing client advisory services to high‑net‑worth clients and their beneficiaries. As a member of the Key Private Bank (KPB) relationship management team, they represent the local/in‑market delivery for clients with appropriate revenue and advisory needs. The Sr Fiduciary Strategist proactively collaborates in person with team members to build insights and solutions to attract, retain and grow client relationships.

This role is entrusted with the responsibility of delivering the KPB fiduciary mandate to ensure consistent advisory delivery while managing fiduciary risk.

• Leads the delivery of fiduciary advice as part of client servicing and execution of client experience.
• Develops a strong understanding of family relationships and the needs of current clients and their beneficiaries.
• Obtains, reviews and monitors all estate planning documents periodically to ensure they fit the client’s current circumstances.
• Analyzes and interprets legal instruments to determine duties and responsibilities of the bank and provides well‑coordinated estate, tax, and financial planning alternatives.
• Facilitates the estate, tax, and philanthropic planning process for all relationships, regardless of whether Key serves as trustee.
• Identifies potential trust and estate tax‑related issues and works with the client and external advisors to resolve them.
• Collaborates with external client advisors (attorneys, accountants, etc.) to deliver advice.
• Maintains close proximity to the Relationship Management Team to identify and prioritize opportunities to deepen relationships.
• Identifies investment management and trust opportunities as well as other banking, lending, or insurance needs.
• Assesses client revenue opportunity based on complexity and required service.
• Actively participates in pricing conversations for new KPB opportunities and seeks opportunities to reduce discounts on existing client pricing.
• Leads the onboarding process for new clients in partnership with the Relationship Team.
• Demonstrates community leadership through active participation on boards and professional organizations.
• Engages appropriate fiduciary partners to support administration or expertise in the delivery of client advice.
• Functions as the lead contact on a client relationship while engaging a Relationship Manager to ensure a complete and positive client experience.
• Retains and deepens the relationship with a client, including the next generation.
• Contributes to the development of the annual client plan and actively participates in its execution.
• Shares intellectual capital with the Relationship Management Team as part of pre‑call and weekly sales meetings.
• Fulfills Key’s fiduciary responsibilities with utmost adherence to all internal fiduciary policies, procedures, regulatory and legal requirements.
• Assumes accountability for all delegated fiduciary administrative work on assigned accounts.
• Advises relationship managers and all other partners on all internal fiduciary issues.
• Works closely with the Sales Leader, Regional Trust Director, and local team members on pricing, client service, compliance, and litigation issues.
• Performs other duties as assigned; duties may change or new ones may be assigned at any time.

• Bachelor’s Degree or equivalent experience (preferred).
• Master’s Degree, JD, or other advanced degree (preferred).
• Minimum of 10 years of client advisory experience to ultra‑affluent business owners; tax or legal services regarding trust and fiduciary matters.
• Demonstrated fiduciary experience.
• Experience working with high‑net‑worth clients.
• Demonstrated agility working with local Private Banking Teams, Commercial Bankers, and Investment Bankers (preferred).
• Licenses and
  
  Certifications:
  
  CPA, LLM, CTFA, and/or CFP (preferred).

• Ability to lead relationship development and engagement for beneficiaries.
• Awareness of state‑specific estate and tax planning issues.
• Experience working directly and independently with clients and families on a broad array of estate and…