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Wealth Services Portfolio Manager Job in Cleveland, Ohio US

Wealth Services Portfolio Manager

KeyBank NA - Cleveland, OH

Posted: 5/5/2021 - Expires: 8/3/2021

Job ID: 226938842


Job Description

1 Canal Plaza - Portland, Maine 04101

About the Job:

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 investment strategies.
Evaluates client goals and objectives, contributes to team development of relationship strategy and constructs investment portfolios to execute strategy.
Reviews and structures investment portfolios in accordance with client objectives and investment policy, initiates investment programs and executes appropriate transactions consistent with investment strategy.
Advises clients and executes investment strategies consistent with the Principals of an open architecture platform.
Pursues and implements broad asset allocation strategies consistent with the Wealth Segment's investment strategy guidance.
Reviews portfolios to analyze investment performance.
Maintains compliance with all internal policies and procedures.
Maintains deep expertise in financial markets and other related areas while also participating on or contributing to various investment committees.
Has the knowledge and ability to manage investment portfolios within a fiduciary framework.
Assists the relationship management team in the development of investment policy and strategy.
Actively engages with the relationship management team in relationship reviews and offer ideas and strategies to actualize client aspirations and further position Key as the client's trust advisor.
Interfaces with other Wealth Segment advisors and sales team members as necessary to provide exemplary service to the client.
Provides timely feedback to the Relationship Manager regarding important/critical events and/or discussions that occur with the client.
Confers with clients other advisors to provide advice relating to asset allocation and the execution of overall investment strategy.
Works within the relationship management team to introduce existing clients to the breadth and depth of products and services of the Wealth Segment, showcasing capabilities to further business development objectives.
Is well versed in, and can articulate the competitive advantages of the Key Private Bank platform and process as a portfolio advisor.
Responsible for either meeting or exceeding assigned individual sales goals which can include expanding existing client business, referrals and or new business growth.
In conjunction with other members of the relationship team, meets and communicates with clients, prospective clients, and centers of influences, fostering business relationships to develop new business referrals and to enhance the Community Bank's image.

Required Qualifications:

Undergraduate degree in a business related field.
5 to 10 years of experience in the investment management field.
Excellent interpersonal and communications skills (both written and verbal).
Strong client focus.
Strong presentation skills.
Ability to work as part of a sales and client servicing team.
Experience and proven success in an open architecture environment.
Progress towards advanced degree or professional certification.
Demonstrated track record of sales success.
Experience managing a high net worth book of business.
Ability to use: office equipment, Trust accounting system and portfolio management system.

KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to building a diverse, equitable and inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or other protected category.

Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing .

KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to engaging a diverse workforce and sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.

Identified Skills

Job Summary

Employment Type:
Full Time Employee
Job type:
Federal Contractor
Skill Based Partner:
Education Level:
Bachelor's degree
Work Days:
Mon, Tue, Wed, Thu, Fri
Job Reference Code
Licenses / Certifications:
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