44 key private bank senior relationship manager jobs found

Location: 11 Stanwix Street, Pittsburgh Pennsylvania Job Summary Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing, and investment solutions. The Sr. KPB Relationship Manager (RM) is at the center of this client promise, acting as the primary client advisor, developing and implementing strategies based on the client's financial goals, and coordinating with the extended KPB relationship team to execute and advise on the client's needs. The Sr. RM is responsible for serving high net worth clients in their existing book as well as collaborating with internal and external partners to acquire new and deepen existing Key Bank client relationships. Essential Functions Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will help the client achieve their financial goals. Leads, coordinates, and assembles the extended advisory team, including...

Location: 726 Exchange Street, Buffalo New York Job Summary Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing, and investment solutions. The Sr. KPB Relationship Manager (RM) is at the center of this client promise, acting as the primary client advisor, developing and implementing strategies based on the client's financial goals, and coordinating with the extended KPB relationship team to execute and advise on the client's needs. The Sr. RM is responsible for serving high net worth clients in their existing book as well as collaborating with internal and external partners to acquire new and deepen existing Key Bank client relationships. Essential Functions Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will help the client achieve their financial goals. Leads, coordinates, and assembles the extended advisory team, including trust,...

Location: 219 South Main Street, Akron Ohio Job Summary Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing, and investment solutions. The Sr. KPB Relationship Manager (RM) is at the center of this client promise, acting as the primary client advisor, developing and implementing strategies based on the client's financial goals, and coordinating with the extended KPB relationship team to execute and advise on the client's needs. The Sr. RM is responsible for serving high net worth clients in their existing book as well as collaborating with internal and external partners to acquire new and deepen existing Key Bank client relationships. Essential Functions Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will help the client achieve their financial goals. Leads, coordinates, and assembles the extended advisory team, including trust,...

Location: 30100 Chagrin Blvd, Pepper Pike Ohio Job Summary Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing, and investment solutions. The Sr. KPB Relationship Manager (RM) is at the center of this client promise, acting as the primary client advisor, developing and implementing strategies based on the client's financial goals, and coordinating with the extended KPB relationship team to execute and advise on the client's needs. The Sr. RM is responsible for serving high net worth clients in their existing book as well as collaborating with internal and external partners to acquire new and deepen existing Key Bank client relationships. Essential Functions Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will help the client achieve their financial goals. Leads, coordinates, and assembles the extended advisory team, including trust,...

Location: 1301 5th Avenue, Seattle Washington Job Summary Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing, and investment solutions. The Sr. KPB Relationship Manager (RM) is at the center of this client promise, acting as the primary client advisor, developing and implementing strategies based on the client's financial goals, and coordinating with the extended KPB relationship team to execute and advise on the client's needs. The Sr. RM is responsible for serving high net worth clients in their existing book as well as collaborating with internal and external partners to acquire new and deepen existing Key Bank client relationships. Essential Functions Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will help the client achieve their financial goals. Leads, coordinates, and assembles the extended advisory team, including trust,...

Location: 4000 Town Center, Southfield Michigan Job Summary The Senior Banker serves as the Trusted Advisor for clients and prospects who are primarily active real estate owners, investors and developers. Senior Bankers provide comprehensive financial advice and solutions that enable the clients to meet their financial objectives and utilize the full breadth of Key's product platform which includes traditional bank products, investment banking and capital markets executions. Senior Bankers also drive the financial performance of the team through profitable revenue growth, active portfolio management and a strong risk management discipline by selectively targeting and developing new business relationships while actively deepening existing client relationships. Senior Banker also serves in a leadership role, mentoring junior team members, overseeing the successful execution of larger and complex transactions as the deal team leader, and embodying Key values. Essential...

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture that supports collaboration, engagement, and career development.  Our approach includes clear in-office expectations, while...

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture that supports collaboration, engagement, and career development.  Our approach includes clear in-office expectations, while...

Location: 202 S Michigan Boulevard, South Bend Indiana Job Summary The KPB Sr Portfolio Strategist advises clients on appropriate investment strategies and constructs and customizes portfolios according to client needs or preferences. Maintains a high level of collaboration with the relationship team to ensure that investment advice is integrated with all aspects of clients' planning and personal goals. This position collaborates and performs as part of the relationship management team to ensure that organizational goals are met by providing effective advice, strategies, solutions, and optimal levels of service that exceed client expectations. Meets or exceeds individual revenue growth goals by sourcing new opportunities, expanding existing client relationships, and contributing significantly to attaining team growth goals. Essential Functions Responsible for overall portfolio construction and investment strategy needs of clients. Reviews, monitors, and modifies...

Location: 10 West Market Street, Indianapolis Indiana Job Summary The KPB Sr Portfolio Strategist advises clients on appropriate investment strategies and constructs and customizes portfolios according to client needs or preferences. Maintains a high level of collaboration with the relationship team to ensure that investment advice is integrated with all aspects of clients' planning and personal goals. This position collaborates and performs as part of the relationship management team to ensure that organizational goals are met by providing effective advice, strategies, solutions, and optimal levels of service that exceed client expectations. Meets or exceeds individual revenue growth goals by sourcing new opportunities, expanding existing client relationships, and contributing significantly to attaining team growth goals. Essential Functions Responsible for overall portfolio construction and investment strategy needs of clients. Reviews, monitors, and modifies...

Location: 127 Public Square, Cleveland Ohio Job Summary The Native American Financial Services Group (NAFS) provides a variety of financial solutions to the Native American Community.  Tailored solutions often call for multiple disciplines within the KeyBank and Key Banc Capital Markets teams to come together to bring the capacity of Key to the client in the most effective and efficient manner.  This position is responsible for managing all aspects of the NAFS portfolio of tribal clients, including underwriting loans and other credit products for complex tribal governments and their business enterprises working with legal counsel to review and structure loan documentation, ongoing credit monitoring and analysis, and covenant compliance.  The Portfolio Manager must understand all aspects of each client's governmental operations and multiple enterprise businesses, including gaming and casino businesses.  A strong understanding of fund accounting, GASB and GAAP financing...

Location: 300 Madison Avenue, Toledo Ohio Job Summary The KPB Sr Portfolio Strategist advises clients on appropriate investment strategies and constructs and customizes portfolios according to client needs or preferences. Maintains a high level of collaboration with the relationship team to ensure that investment advice is integrated with all aspects of clients' planning and personal goals. This position collaborates and performs as part of the relationship management team to ensure that organizational goals are met by providing effective advice, strategies, solutions, and optimal levels of service that exceed client expectations. Meets or exceeds individual revenue growth goals by sourcing new opportunities, expanding existing client relationships, and contributing significantly to attaining team growth goals. Essential Functions Responsible for overall portfolio construction and investment strategy needs of clients. Reviews, monitors, and modifies investment...

Location: 660 Newport Center Drive, Newport Beach California Job Description – Senior Relationship Manager, IPG About the Job The Senior Relationship Manager serves as the Trusted Advisor for clients and prospects who are primarily active commercial real estate owners, investors and developers. Sr Relationship Managers provide comprehensive financial advice and solutions that enable the clients to meet their financial objectives and utilize the full breadth of Key’s product platform which includes traditional bank products and capital markets executions. Sr Relationship Managers also drive the financial performance of the team through profitable revenue growth, active portfolio management and a strong risk management discipline by selectively targeting and developing new business relationships while actively deepening existing client relationships. Essential Job Functions Serves as Trusted Advisor to clients by developing a clear and holistic understanding of the...

Location: 4910 Tiedeman Road, Brooklyn Ohio Job Summary This role offers the opportunity to join a well‑established, growing Real Estate Institutional Capital Group team that is recognized for its leadership in commercial lending and lead Agent role in RE syndication market.  The Lead Servicing Officer is responsible for servicing an assigned portfolio of commercial real estate loans, primarily supporting the Real Estate Institutional Capital Group Line of Business, including non‑owner occupied and interim loan structures. The role provides end‑to‑end servicing support, portfolio administration, and related client services for a sophisticated client base that includes public and private REITs, real estate private equity firms and advisors, and commercial real estate owners, with additional focus on specialized healthcare property financing for hospitals and senior housing owners and operators. This position independently manages all pre‑closing and pre‑boarding document...

Location: 1 N Wacker Drive, Chicago Illinois Job Summary The Senior Banker serves as the Trusted Advisor for clients and prospects who are primarily active real estate owners, investors and developers. Senior Bankers provide comprehensive financial advice and solutions that enable the clients to meet their financial objectives and utilize the full breadth of Key's product platform which includes traditional bank products, investment banking and capital markets executions. Senior Bankers also drive the financial performance of the team through profitable revenue growth, active portfolio management and a strong risk management discipline by selectively targeting and developing new business relationships while actively deepening existing client relationships. Senior Banker also serves in a leadership role, mentoring junior team members, overseeing the successful execution of larger and complex transactions as the deal team leader, and embodying Key values. Essential...

Job Description: DXC Technology (NYSE: DXC) helps global companies run their mission critical systems and operations while modernizing IT, optimizing data architectures, and ensuring security and scalability across public, private and hybrid clouds. The world’s largest companies and public sector organizations trust DXC to deploy services across the Enterprise Technology Stack to drive new levels of performance, competitiveness, and customer experience. Learn more about how we deliver excellence for our customers and colleagues at DXC.com. At DXC we use the power of technology to deliver mission critical IT Services that our customers need to modernize operations and drive innovation across their entire IT estate. We provide services across the Enterprise Technology Stack for business process outsourcing, insurance, analytics and engineering, applications, security, cloud, IT outsourcing, and modern workplace. Our DXC Insurance Services help our customers optimize and...

Location: 4900 Tiedeman Road, Brooklyn Ohio ABOUT THE JOB (JOB BRIEF) As a Senior Research Analysts, the responsibilities include the financial analysis of the capital markets. The Senior Analyst will have demonstrated the ability to satisfy the requirements of the Analyst position with the added ability to identify relative value in the markets and to provide investment guidance to the investment strategy teams based on a thorough review of financial documents relating to securities being offered or when quarterly financial statements are released. The Senior Research Analyst will have established a network of professional contacts relating to the companies (entities) that are associated with their sector assignments. The analyst will be expected to promote Key Private Bank's marketing objectives by publishing relevant research regarding sector assignments. In addition, the analyst will be responsible for providing on-going surveillance for all investments assigned to them...

TITLE: GSS, Technology Director DEPARTMENT: Special Situations - Information Technology LOCATION:  Boston, MA REPORTS: SVP, Head of GSS & Credit Technology BAIN CAPITAL OVERVIEW With approximately $215 billion of assets under management, Bain Capital is one of the world’s leading private investment firms. We create lasting impact for our investors, teams, businesses, and the communities in which we live. Over four decades we have strategically grown our platform to focus on Private Equity, Growth & Venture, Capital Solutions, Credit, and Real Assets. Today, our team includes 1,985+ employees in 24 offices on four continents.  We partner differently to help people and companies embrace possibility and realize potential. Founded as a private partnership in 1984, we have fostered a culture of innovation, entrepreneurialism, and agility, empowering our people to define and own their career trajectories. Today, our partnership approach enables us to pursue...

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...

Location: 1301 Avenue of the Americas, New York New York Job Summary KeyBanc Capital Markets is a leading middle-market investment bank providing strategic advisory and capital markets solutions to clients across a range of industries. The Vice President will be responsible for leading the execution of M&A and capital raising transactions, managing client relationships, and supporting business development efforts. This role requires strong leadership, technical expertise, and a commitment to developing junior talent while delivering high-quality advisory services to middle-market clients. Essential Functions Responsible for revenue generation through the origination, execution, and closing of M&A and capital markets transactions. Serve as a trusted advisor to corporate and private equity clients, delivering strategic insights and tailored financial solutions. Lead transaction execution across a variety of deal types including sell-side and buy-side M&A,...

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...

Job Description: Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.   One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.   Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.   Working at Bank of America will give you a great career with...

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.   One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.   Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.   Working at Bank of America will give you a great career with opportunities to learn,...

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! This job is...