Key Private Bank Senior Portfolio Strategist

The KPB Senior Portfolio Strategist advises clients on investment strategies and constructs portfolios tailored to client needs within the relationship management framework. Responsible for portfolio construction, monitoring, and changes aligned with client objectives and investment policy; collaborates with relationship teams to integrate investment advice with overall planning. Drives revenue growth by sourcing new opportunities and expanding existing client relationships, while leveraging open-architecture investment solutions and expertise in markets, alternatives, and third-party providers. Engages with clients to communicate changes, ideas, and market events, participates in meetings and committees, and supports COIs to broaden the client base. Maintains compliance with internal policies and contributes to cross-functional team goals; may participate in or lead investment discussions, reviews, and strategy implementation for select relationships. Education and experience focus on a bachelor's degree in a related field (or equivalent) with substantial investment-management background and preferred professional designations; hybrid work arrangement with in-office collaboration and client-facing activities.