17 business solutions advisor jobs found

Location: 2130 Hilliard Rome Road - Hilliard, Ohio 43026 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and refer appropriate financial solutions to KeyBank's client base with up to $2M in investable assets. The PCB helps new and existing clients achieve confidence in their financial wellness by assessing their financial needs, gathering and documenting client data, and offering appropriate products and services. PCBs identify products and services to meet client needs and refer to appropriate sales professionals in Retail, Key Investment Services, Private Bank, Mortgage or Business Banking. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial...

Location: 175 S 3rd Street, Columbus Ohio THIS POSIITON CAN BE FILLED AS RELATIONSHIP MANAGER OR SR. RELATIONSHIP MANAGER BASED ON SELECTED INIDIVIDUALS SKILLS/EXPERIENCE. Job Summary Serves as the Relationship Manager and Financial Advisor to clients, introducing a full range of core banking products, differentiated capabilities and comprehensive solutions to meet client needs and exceed customer service expectations. This role is focused on acquiring new relationships as well as managing and growing existing relationships. Our bankers are expected to demonstrate strong risk management acumen including credit, operational and compliance risks to act as first line of defense in adhering to KeyBank's profitability standards and moderate risk profile. Responsibilities Serves as the Trusted Financial Advisor and Business Partner to clients, and functions as the Commercial Banking client "expert" and the primary contact for most client related matters Drives a focused...

Location: 4900 Tiedeman Road, Brooklyn Ohio Program Duration: MAY 26, 2027 – AUGUST 6, 2027 Key Wealth Management Key Wealth Management “KWM” has a long history (over 150 years) of providing trust, custody, and investment management solutions to high-net-worth individuals, families, and institutional/non-profit clients with over $40 billion in assets. The Key Wealth Management Advisory Services Internship is a 10.5-week, wealth planning experience that immerses the intern in the goals-based planning process — from the discovery conversation to written plan to client presentation — for high-net-worth individuals and families. Essential Functions Learn and think critically about the end-to-end Wealth Planning process — discovery, data gathering, cash-flow and retirement modeling, estate and tax overlays, insurance/risk review, and recommendation delivery. Partner with the Advisory Services team to understand the unique planning objectives, life-stage...

Location: 4900 Tiedeman Road, Brooklyn Ohio Program Duration: MAY 26, 2027 – AUGUST 6, 2027 Key Wealth Management Key Wealth Management “KWM” has a long history (over 150 years) of providing trust, custody, and investment management solutions to high-net-worth individuals, families, and institutional/non-profit clients with over $40 billion in assets. The Key Wealth Management Client Support & Experience Internship is a 10.5-week, operations- and enablement-focused experience that places the intern behind the scenes of the advisor platform — building the workflows, tools, and coaching infrastructure that allow client-facing teams to deliver a consistent, premium Key Private Bank experience. Essential Functions Map and streamline client-experience workflows across all Key Private Bank (KPB) business lines, identifying friction points where hand-offs between Advisors, Portfolio Managers, Trust Officers, and Planners can be simplified. Deliver analysis...

Location: 205 E National Road, Vandalia Ohio Program Duration: MAY 26, 2027 – AUGUST 6, 2027 Key Investment Services Key Investment Services LLC (KIS) is a FINRA registered broker / dealer, SEC registered investment advisory firm and partners with KeyCorp Insurance Agency USA Inc., a licensed insurance agency.  KIS provides investment guidance, planning services, investment and insurance products to Key’s mass and mass affluent customer base.  We help customers plan for retirement, educate their families, save on taxes, and pass wealth from one generation to the next. The Key Investment Services Internship is a structured 10.5-week experience designed to provide meaningful exposure to the wealth management industry. Interns will engage in impactful work, receive ongoing feedback and coaching, and participate in dynamic events and discussions that foster professional growth and interest in a long-term career at Key. Essential Functions Partner with a KIS...

Location: 8481 East Washington Street, Chagrin Falls Ohio Program Duration: MAY 26, 2027 – AUGUST 6, 2027 Key Investment Services Key Investment Services LLC (KIS) is a FINRA registered broker / dealer, SEC registered investment advisory firm and partners with KeyCorp Insurance Agency USA Inc., a licensed insurance agency.  KIS provides investment guidance, planning services, investment and insurance products to Key’s mass and mass affluent customer base.  We help customers plan for retirement, educate their families, save on taxes, and pass wealth from one generation to the next. The Key Investment Services Internship is a structured 10.5-week experience designed to provide meaningful exposure to the wealth management industry. Interns will engage in impactful work, receive ongoing feedback and coaching, and participate in dynamic events and discussions that foster professional growth and interest in a long-term career at Key. Essential Functions...

Location: 7350 West Central Avenue, Toledo Ohio Program Duration: MAY 26, 2027 – AUGUST 6, 2027 Key Investment Services Key Investment Services LLC (KIS) is a FINRA registered broker / dealer, SEC registered investment advisory firm and partners with KeyCorp Insurance Agency USA Inc., a licensed insurance agency.  KIS provides investment guidance, planning services, investment and insurance products to Key’s mass and mass affluent customer base.  We help customers plan for retirement, educate their families, save on taxes, and pass wealth from one generation to the next. The Key Investment Services Internship is a structured 10.5-week experience designed to provide meaningful exposure to the wealth management industry. Interns will engage in impactful work, receive ongoing feedback and coaching, and participate in dynamic events and discussions that foster professional growth and interest in a long-term career at Key. Essential Functions Partner with a...

Location: 175 S 3rd Street, Columbus 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: 130 W 2nd Street, Suite 1950, Dayton 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: 3857 Darrow Road - Stow, Ohio 44224 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and refer appropriate financial solutions to KeyBank's client base with up to $2M in investable assets. The PCB helps new and existing clients achieve confidence in their financial wellness by assessing their financial needs, gathering and documenting client data, and offering appropriate products and services. PCBs identify products and services to meet client needs and refer to appropriate sales professionals in Retail, Key Investment Services, Private Bank, Mortgage or Business Banking. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial journey. We take...

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: 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: 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 Relationship Manager 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 by coordinating with the extended KPB relationship team to execute and advise on the client's needs. The 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. Responsibilities 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, investment and planning...

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: 4900 Tiedeman Road, Brooklyn Ohio Program Duration: MAY 26, 2027 – AUGUST 6, 2027 Key Wealth Management Key Wealth Management "KWM" has a long history (over 150 years) of providing trust, custody, and investment management solutions to high-net-worth individuals, families, and institutional/non-profit clients with over $40 billion in assets. The Key Wealth Management Investment Research & Analysis Internship is a 10.5-week, markets- and portfolio-focused experience that partners the intern with the Key Wealth Research teams responsible for asset-allocation views, manager due diligence, and security-level research that powers portfolios across key verticals in the Wealth Continuum: Key Private Bank, Family Wealth, and Institutional Advisors. Essential Functions Develop a strong working knowledge of how Investment Research connects to Portfolio Management, Advisory Services, and Trust — including how a house view becomes a model portfolio...

Location: 6730 Rockside Road - Independence, Ohio 44131 Job Summary The Mortgage Loan Officer (MLO) assists clients with the origination of residential mortgage loans, including providing analysis and advice to current and prospective clients on home lending solutions that meet their needs and financial objectives. The MLO is expected to develop referrals as a means to grow Key's home lending business and client base. The MLO is expected to meet or exceed established sales goals while maintaining high standards of client satisfaction and loan quality. Essential Functions Prospect home lending business to build and develop new client loan originations and relationships. Originate and process a targeted number of family residential real estate mortgage transactions in accordance with Home Lending process and product guidelines. Provide clients with detailed information about various mortgage options, interest rates, and terms to help them make informed decisions...

Location: 6730 Rockside Road - Independence, Ohio 44131 Job Summary The Mortgage Loan Officer (MLO) assists clients with the origination of residential mortgage loans, including providing analysis and advice to current and prospective clients on home lending solutions that meet their needs and financial objectives. The MLO is expected to develop referrals as a means to grow Key's home lending business and client base. The MLO is expected to meet or exceed established sales goals while maintaining high standards of client satisfaction and loan quality. Essential Functions Prospect home lending business to build and develop new client loan originations and relationships. Originate and process a targeted number of family residential real estate mortgage transactions in accordance with Home Lending process and product guidelines. Provide clients with detailed information about various mortgage options, interest rates, and terms to help them make informed decisions...