8 investment management specialist jobs found

Location: 202 S Michigan Boulevard, South Bend Indiana ABOUT THE JOB (JOB BRIEF) Manages the Associate roles of the Key Private Bank (KPB) sales team to ensure quality client service, sales support, operational excellence and adherence to all procedural and compliance responsibilities. Supports the KPB Sales Leader (SL) in assigned tasks as well as the needs of the sales team. Associate Team Lead works closely with SL to drive operational effectiveness and client experience outcomes in support of managing client relationships and sales support delivery. Develops their team to deliver consistent and high caliber results in client experience, service and sales suport and change management. Reports to the Regional Associate Team Lead. ESSENTIAL JOB FUNCTIONS Supervise local market associate staff to achieve end to end ownership of the client experience through collaboration, coordination and personal ownership of all client activities with KPB Sales Team...

Location: 4900 Tiedeman Road, Brooklyn Ohio Hours: M - F, 8 - 5 Location : Hybrid, minimum 2 days/week at office located on Tiedeman Road. Job Summary The Pricing Operations Lead Specialist is responsible for supporting pricing activities for investments held by Key Private Bank clients on our accounting system, Global Plus.  Timely and accurate pricing ensures securities are valued correctly on customer statements, valued correctly for client fees and for investment review purposes. The specialist is responsible for monitoring the daily automated pricing interfaces and reviewing alternative investment valuation statements and updating pricing based on this analysis.  Additionally, the specialist assists with the monthly stale priced asset control process and may aid in projects to streamline and improve department processes. This position provides support to Department Manager, Section Manager, and Associates to ensure accurate and timely pricing of securities...

Location: 2491 Washington Boulevard - Ogden, Utah 84409-0160 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. The Area Retail Leader (ARL) is responsible for the sales, service, and financial leadership of multiple branches in a defined geographic area. The ARL drives results through regular, in-person branch visits where they spend time observing and coaching the Branch Manager and their direct reports, partnering with the Branch Manager on joint calling efforts, and focusing on sale/revenue generation activities. The ARL leverages relationships with line of business partners to benefit the client, support the delivery of distinctive client service, and achieve sales/financial results for the area branches. Responsible for leading client and teammate experiences across their defined area, ensuring alignment with strategic goals while fostering a culture of excellence and engagement through connection,...

Location: 4910 Tiedeman Road, Brooklyn Ohio Location: Mobile - In office 2 days a week. Position Summary KeyBank is seeking a Salesforce Commercial Servicing & Onboarding Tech Lead to provide hands-on technical leadership for Commercial onboarding and servicing delivery squads. This role will own end-to-end technical design, build quality, and solution delivery for Salesforce Service Cloud and Experience Cloud platforms supporting Commercial Banking operations. This is a full-time technical leadership role focused on building durable internal Salesforce domain expertise and reducing dependency on contractor heavy delivery teams. The successful candidate will drive engineering excellence, lead technical discussions independently, set technical direction, and partner closely with business stakeholders, product owners, enterprise architecture, and operations teams. This role offers a path to team leadership as the team and delivery portfolio mature. About...

Location: For Those Who Work At Home, New York Job Summary The Dealer Relationship Manager III is responsible for developing, managing, and expanding a large portfolio of wholesale commercial credit products for automotive dealers, serving as a trusted advisor and industry expert. This role leads in business development, credit structuring, and performs risk management efforts, while collaborating with internal partners to deliver tailored financial solutions, ensure compliance, and drive long-term client growth and profitability. Essential Functions Develop, expand and manage portfolios of wholesale commercial credit products to automotive dealers. Serves as trusted advisor to auto dealer clients and prospects functioning as the dealer finance industry expert. Possesses firm understanding of industry-specific commercial lending products, including floor plan, real estate and construction financing, working capital term loans, acquisition financing, and equipment...

Location: 1 California Street, San Francisco California Job Summary The Corporate Banking Director is responsible for driving business development, managing client relationships, and originating corporate finance opportunities. This role focuses on middle and upper middle market public and private companies across various sectors including industrial, consumer, energy, healthcare, technology, business services, and financial services. The Director will collaborate with internal product specialists to deliver comprehensive financial solutions and enhance the bank's market presence. Essential Functions Develop and execute a strategic business development plan to generate new corporate and investment banking opportunities. Build and manage a pipeline of prospects through internal referrals, external networks, and industry events. Lead client relationship management efforts, serving as the primary point of contact for corporate clients. Source, evaluate, and structure...

Location: 1301 5th Avenue, Seattle Washington Job Summary The Family Wealth Strategist serves as the lead advisor for Ultra High Net Worth (UHNW) families with $25MM+ in investible assets. This senior-level role is responsible for prospecting new clients, deepening existing relationships, and managing the full spectrum of client needs including investment management, wealth planning, trust services, and banking solutions. The ideal candidate will be a trusted advisor with deep expertise in the UHNW space, capable of orchestrating complex financial strategies and delivering a white-glove client experience across generations. Essential Functions Advisory & Relationship Management Serve as the primary advisor for UHNW families, developing deep trust and understanding of their financial and personal goals. Lead the development and execution of comprehensive, multi-generational wealth strategies. Collaborate with internal specialists (Family Office Directors,...

Location: 4910 Tiedeman Road, Brooklyn Ohio About the Role As a member of the Enterprise Marketing and Brand Engagement team, the Marketing Manager – Paid Media will report to the LOB Marketing Director and serve as the strategic lead for KeyBank's paid media programs across Consumer and B2B audiences. This role leads media strategy, people leadership, agency partnership, and cross-LOB coordination, ensuring media investments drive measurable brand and business results. This is a highly strategic role with broad visibility and influence, responsible for translating enterprise marketing goals into effective, measurable paid media programs while building strong team talent and modern media operations. Essential Functions & Responsibilities Media Strategy & Planning Develop the enterprise media strategy across Consumer and B2B campaigns, including channel mix, flighting, audience targeting, and budget allocation Lead annual and quarterly media planning...