Full time
KeyBank
Syracuse, NY
Location: 201 South Warren Street, Syracuse New York ABOUT THE JOB (JOB BRIEF) The purpose of this position is to support the Key Private Bank (KPB) Business Advisory Services Team (BAST) in delivering a suite of sophisticated planning solutions, including our advice on strategies and solutions for estate planning, business liquidity planning, tax reduction, asset protection, wealth transfer, investment management, baseline assessment and range of value reports. Specifically, the Senior Analyst will assist the BAST members in the creation and preparation of reports and presentations. As a member of the BASTeam, this position is responsible for supporting the FW team in delivery of services to clients and prospects in pursuit of new Investment Management relationships for Key Private Bank’s most affluent clients and multigenerational families. This position has direct responsibility to support the Directors and Senior Directors efforts to provide consultative...