- KeyBank (Cleveland, OH)
- …degree in a business-related field. + 15 years of experience in the investment management field. + Excellent interpersonal and communications skills (both ... a Portfolio Strategist . + Shares intellectual capital with the Relationship Management Team as part of the pre-call and weekly sales meeting **Administration** +… more
- KeyBank (Toledo, OH)
- …**ESSENTIAL JOB FUNCTIONS:** **Fiduciary Expertise** + Maintains deep expertise in fiduciary, investment , tax, and other related wealth issues. + Designs and ... tax- related issues. + Applies sound fiduciary judgment to trust matters. **Client Management ** + Works with Investment Sales Specialists (ISSs) and RMs to… more
- KeyBank (Pepper Pike, OH)
- …goals. ESSENTIAL JOB FUNCTIONS: Fiduciary Expertise - Maintains deep expertise in fiduciary, investment , tax, and other related wealth issues. - Designs and ... estate tax- related issues. - Applies sound fiduciary judgment to trust matters. Client Management - Works with Investment Sales Specialitsts (ISSs) and RMs to… more
- KeyBank (Canton, OH)
- …Onboarding Process, Officer Transitions, and Service Reviews. + Understanding of the Investment Management & Trust (IM&T) onboarding process, including account ... all client activities with KPB Sales Team (including Client Experience and Strategist Associates, and Client Relationship Specialist), Wealth Services and… more
- KeyBank (Columbus, OH)
- …to the local community. + Develops and maintains an in-depth knowledge of financial wealth management services and products as well as knowledge of competitors ... & 65) (preferred) + Certified Financial Planner (CFP) (preferred) + Certified Investment Management Analyst (CIMA) (preferred) + Certified Public Accountant… more