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Senior Hybrid Fiduciary Advisor to HNW Families
Job in
Toledo, Lucas County, Ohio, 43614, USA
Listed on 2026-07-16
Listing for:
KeyCorp
Full Time
position Listed on 2026-07-16
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Key Corp's Sr Fiduciary Strategist guides fiduciary advisory services for high‑net‑worth clients within the Key Private Bank. The role collaborates in person with the team to craft solutions, ensuring fiduciary risk is managed and client needs are met across estate, tax, and financial planning areas.
The candidate will lead onboarding, engage external advisors, and build deeper client relationships while supporting fiduciary policies and regulatory requirements.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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