Key Private Bank Family Wealth Senior Fiduciary Advisor

** Job Summary
** Serve as a Senior Fiduciary Advisor and trusted partner to Ultra High Net Worth (UHNW) clients ($25MM+), delivering sophisticated trust, estate, and fiduciary guidance while deepening relationships, managing fiduciary risk, and coordinating an integrated family office experience.

** Essential Functions
*** Provide proactive fiduciary, estate, tax, and wealth planning advice to UHNW clients and their families, aligned with complex family goals, structures, and legacy objectives.
* Serve as a trusted advisor on fiduciary matters, including interpretation and oversight of governing documents, trust structures, and fiduciary obligations.
* Lead or materially contribute to the development and ongoing execution of comprehensive wealth plans, coordinating across internal specialists and external advisors.
* Collaborate closely with Family Wealth Strategists and other internal partners to deliver integrated solutions across trust, investment management, banking, credit, and insurance.
* Manage and anticipate fiduciary, legal, regulatory, and reputational risk across assigned relationships, ensuring full adherence to fiduciary policies and applicable regulations.
* Develop a deep, multi-generational understanding of family dynamics, beneficiary needs, and succession considerations to support relationship continuity and retention.
* Identify planning and structuring opportunities related to estate, tax, charitable, and wealth transfer strategies, in partnership with clients and their professional advisors.
* Partner with Family Wealth teams to identify opportunities to deepen relationships and responsibly grow revenue through expanded services and pricing discipline.
* Lead or support onboarding of new UHNW fiduciary relationships, including trust acceptance, documentation review, and service model alignment.
* Maintain strong centers-of-influence (COI) relationships (e.g., attorneys, accountants, family office advisors) and represent the firm within relevant professional networks.
* Stay current on fiduciary, trust, estate, tax, and wealth planning developments, applying evolving best practices to client advice and internal recommendations.
* Share fiduciary expertise and insights with colleagues through pre-call planning, case reviews, and collaborative problem-solving for complex client scenarios.
* Serve as a fiduciary subject-matter resource to relationship teams, leadership, and partners on trust administration, governance, pricing, risk, and client solutions.
* Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
* Complies with all Key Bank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients and Key.
** Education
* ** Bachelor's Degree (required)
* Master's Degree Advanced education in law, accounting, finance, or a related field (preferred)
** Work Experience
*** 10 years of experience providing fiduciary, trust, estate, or complex wealth planning advice to High Net Worth or Ultra High Net Worth clients (generally $25MM+). (required)
** Licenses and Certifications
*** JD, LLM (Tax or Estate Planning), CPA, CFP, CTFA or comparable advanced credentials related to fiduciary, tax, estate, or wealth planning. (preferred)
** Skills
* ** Mastery in administering complex fiduciary accounts and interpreting trust instruments with precision and integrity.
* Advanced knowledge of estate planning strategies and trust structures for multigenerational wealth transfer.
* Deep understanding of federal and state tax regulations, including estate, gift, and…