9 account executive jobs found

Location: 1000 South McCaslin Boulevard, Superior Colorado The position will be responsible for managing a portfolio of loan facilities associated with the Specialty Finance Lending (“SFL”) portfolio, as assigned by the SVP Head of Originations, and will include facilitating a range of operational activities relating to the on-going management; risk monitoring;  loan administration; account maintenance; and customer service.  Job responsibilities will involve taking a lead role on variety of operational activities (based on prior experience and skill level) and a supportive role on some business development activities in collaboration with the SFL business development team.  The operational activities will include facilitating and managing due diligence, transaction documentation, loan closing & booking,  advances/paydowns, interest and fee accruals and settlments; loan convenant and borrowing base compliance; performance monitoring; monthly servicer report reviews,...

Location: 127 Public Square, Cleveland Ohio KeyBanc Capital Markets KeyBanc Capital Markets (KBCM) is a leading corporate and investment bank providing capital markets and advisory solutions to dynamic companies capitalizing on opportunities in changing industries. Our deep industry expertise, broad capabilities and unique ideas are seamlessly delivered to companies across the Consumer & Retail, Diversified Industries, Healthcare, Industrial, Oil & Gas, Real Estate, Utilities, Power & Renewable Energy, and Technology verticals. With over 800 professionals across a national platform, KeyBanc Capital Markets has more than $55 billion of capital committed to clients and an award-winning Equity Research team that provides coverage on over 700 publicly traded companies. The summer analyst program provides an excellent opportunity for senior-level banker and client exposure and higher, immediate “hands-on” experience. About the Summer Analyst Program KBCM...

Location: 1301 5th Avenue, Seattle Washington Job Summary The Sr Fiduciary Strategist is responsible for fulfilling the fiduciary responsibilities of KeyBank 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. Essential Functions 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 as well as beneficiaries....

Location: 4900 Tiedeman Road, Brooklyn Ohio JOB DESCRIPTION SUMMARY: Manages and constructs investment portfolios in accordance with client investment goals and objectives. Advises clients on appropriate strategies and constructs and customizes portfolios according to client needs or preferences. Maintains a high level of collaboration with relationship team to provide effective strategies, solutions and optimal levels of service that exceeds client expectations. Position is expected to offer the complete breadth and depth of the Wealth Segment suite of capabilities. Position may manage Portfolio Advisor Associates and/or mentor less experienced Portfolio Managers. This position collaborates and performs as part of the relationship management team to assure that the Wealth Segment goals are met by executing the client strategy. ESSENTIAL JOB FUNCTIONS: Manages investment accounts of a large and complex nature with discretionary latitude for advising, planning and executing...

Location: 401 Plymouth Road, Plymouth Meeting Pennsylvania Job Description The Sr. Fiduciary Advisor is primarily responsible for fulfilling the fiduciary responsibilities of KeyBank by providing client advisory services to Ultra High Net Worth (UHNW) clients with a net-worth greater than 25MM and their beneficiaries. As a member of the Family Wealth relationship management team, they proactively collaborate with team members to build insights and solutions to attract, retain and grow UHNW client relationships. This role is entrusted with the responsibility of delivering the Family Wealth standard in ensuring consistent, sophisticated advisory delivery, while managing fiduciary risk.  For Family Wealth legacy relationships, the Fiduciary Advisor serves as the primary point of contact and manages the day-to-day services and team interactions, in such cases, the role is responsible for the coordination and delivery of all Family Wealth services and ensures the client...

Location: 127 Public Square, Cleveland Ohio *** Vice President, Portfolio Management (Commercial) team is growing! *** Position will be hybrid 3+ if selected individual is within 30 miles of a Key Office (non-branch); Otherwise, position may be remote. Job Summary The VP, Portfolio Management is an individual contributor responsible for performing financial analysis and preparing underwriting documents to support multimillion-dollar corporate credit requests that grow funded assets and Key's client base, while maintaining asset quality within a moderate risk profile. These requests include obtaining initial approval for new, occasionally complex, credit exposure (e.g., revolving credit facilities, term loans, leases, foreign exchange products, derivatives products, and other ancillary products) and amendments to existing exposure. Additionally, the VP, Portfolio Management is responsible for ongoing credit monitoring and risk rating for a portfolio of corporate clients...

Location: 4900 Tiedeman Road, Brooklyn Ohio ABOUT THE JOB (JOB BRIEF) The Trust Officer fulfills fiduciary responsibilities of KeyBank by providing expert trust administration and advisory services to High Net Worth clients and their beneficiaries. While serving on the KPB Wealth Services or Specialty Teams and within the relationship management team, collaborates effectively and provides insights and solutions to attract, retain and grow clients who require complex strategies to protect, grow and transition personal and family wealth. Actively manages trust and agency accounts, in accordance with established policies and procedures, to a high professional standard – entrusted with the responsibility of delivering the KPB fiduciary mandate to ensure consistent advisory delivery, while managing fiduciary risk. Retains and deepens profitable client relationships within assigned revenue base. Actively produces new revenue as a team member to the field to meet production...

Location: 4900 Tiedeman Road, Brooklyn Ohio Job Summary The Senior Trust Officer fulfills fiduciary responsibilities of KeyBank by providing expert trust and estate administration and advisory services to high-net-worth clients and their beneficiaries. The Senior Trust Officer works across Key Private Bank (KPB), collaborates effectively and provides insights and solutions to attract, retain and grow clients who require complex strategies to protect, grow and transition personal and family wealth. Actively manages trust and estate settlement accounts, in accordance with established policies and procedures, to a high professional standard – entrusted with the responsibility of delivering the KPB fiduciary mandate to ensure consistent advisory delivery, while managing fiduciary risk. Retains and deepens profitable client relationships within assigned revenue base. Actively produces new revenue as a team member to the field to meet production goals. The role may have...

Location: 127 Public Square, Cleveland Ohio Job Summary KeyBanc Capital Markets (KBCM) is a leading middle-market investment bank providing capital markets and advisory solutions to institutional clients. The Senior Sales Support Assistant – Fixed Income plays a critical role in supporting the fixed income sales and trading team by ensuring smooth trade settlement, maintaining client accounts, and delivering high-quality administrative and client service support. This role requires strong attention to detail, effective communication, and the ability to manage multiple responsibilities in a fast-paced environment. Essential Functions Monitor and ensure timely settlement of all fixed income trades. Verify trade confirmations and proactively resolve discrepancies with clients and back office. Track and resolve failed trades; notify clients of good fails and delivery issues. Open and maintain client accounts in internal systems and Bloomberg; follow up on required...