KPB Sr. Fiduciary Strategist

Location: 10 West Market Street, Indianapolis, Indiana
Job Summary

The Sr Fiduciary Strategist is responsible for fulfilling the fiduciary responsibilities of KeyBank by providing client advisory services to high‑net‑worth clients and their beneficiaries. As a member of the Key Private Bank (KPB) relationship management team, they represent the local/in‑market delivery for clients with appropriate revenue and advisory needs. The Sr Fiduciary Strategist proactively collaborates in person with team members to build insights and solutions to attract, retain and grow client relationships. This role is entrusted with delivering the KPB fiduciary mandate to ensure consistent advisory delivery, while managing fiduciary risk.
Essential Functions

Lead the delivery of fiduciary advice as part of client servicing and execution of client experience.
Develop a strong understanding of family relationships and the needs of current clients and beneficiaries.
Obtain, review, and monitor all estate planning documents periodically to ensure they fit the client’s current circumstances.
Analyze and interpret legal instruments to determine duties and responsibilities of the bank and provide well‑coordinated estate, tax, and financial planning alternatives.
Facilitate the estate, tax, and philanthropic planning process for all relationships, regardless of whether Key serves as trustee.
Identify potential trust and estate tax‑related issues and work with the client and external advisors to resolve them.
Collaborate with external client advisors (attorneys, accountants, etc.) to deliver advice.
Work closely with the Relationship Management Team to identify and prioritize opportunities to deepen relationships.
Identify investment management and trust opportunities, as well as other banking, lending, or insurance needs.
Assess client revenue opportunity based on complexity and required service.
Actively participate in pricing conversations for new KPB opportunities and seek opportunities to reduce discounts on existing client pricing to align revenue with the national schedule.
Lead the onboarding process for new clients in partnership with the Relationship Team.
Demonstrate community leadership through active participation on boards and professional organizations.
Engage appropriate fiduciary partners to support administration or expertise in the delivery of client advice.
Function as the lead contact on a client relationship (when appropriate) while engaging a Relationship Manager to ensure a complete and positive client experience.
Retain and deepen relationships with clients, including the next generation.
Contribute to the development of the annual client plan and actively participate in its execution.
Share intellectual capital with the Relationship Management Team during pre‑call and weekly sales meetings.
Fulfill Key’s fiduciary responsibilities in full adherence to all internal fiduciary policies, procedures, regulatory and legal requirements.
Assume accountability for all delegated fiduciary administrative work on assigned accounts.
Advise relationship managers and all other partners on internal fiduciary issues.
Work closely with the Sales Leader, Regional Trust Director, and local team members on pricing, client service, compliance, and litigation issues, as needed and appropriate.
Perform other duties as assigned; duties, responsibilities, and/or activities may change or new ones may be assigned at any time with or without notice.
Comply with all KeyBank policies and procedures, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients and Key.
Education

Bachelor's Degree or equivalent experience (preferred).
Master's Degree, JD, or other advanced degree (preferred).
Work Experience

Minimum of 10 years of client advisory experience to ultra‑affluent business owners.
Tax or legal services to clients regarding trust and fiduciary matters, and in trust administration or fiduciary advisory services or equivalent work experience (required).
Demonstrated fiduciary experience (required).
Experience working with high‑net‑worth clients (required).
Demonstrated agility working with local Private Banking Teams, Commercial Bankers and Investment Bankers (preferred).
Licenses and Certifications

CPA, LLM, CTFA, and/or CFP (preferred).
Skills

Ability to lead relationship development and engagement for beneficiaries.
Demonstrates awareness of state‑specific estate and tax planning issues.
Experience working directly and independently with clients and families on a broad array of estate and financial planning issues commonly encountered by wealthy clients (e.g., distribution planning, philanthropic goals and tools, retirement planning).
Maintains deep expertise in fiduciary, investment, tax, and related wealth issues, keeping current with estate and tax law changes through legal education opportunities.
Anticipates and mitigates risk on assigned accounts.
Administers complex accounts with a proactive, disciplined, consistent and comprehensive approach.
Fosters close business relationships to develop client loyalty and new business opportunities.
Self‑motivated, goal‑ and results‑driven.
Demonstrated ability to be accountable for a process and/or delivery from end to end.
Core Competencies

All KeyBank employees are expected to demonstrate Key’s values and sustain proficiency in identified leadership competencies.
Physical Demands

General office: prolonged sitting, ability to communicate face‑to‑face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks or computer bags up to 10lbs.
Driving Requirements

Ability to routinely and frequently operate a motor vehicle with a valid driver’s license.
Compensation and Benefits

Base salary range: $96,000.00–$181,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location.
Eligibility for incentive compensation, which may include production, commission and/or discretionary incentives.
Benefits include flexible workspace options prioritizing in‑office presence while allowing for mobile work when roles can be performed effectively.
For a list of benefits for which this position is eligible, refer to the benefits overview on the company’s career site.
Job Posting Expiration Date

07/08/2026
Equal Opportunity Employer Statement

KeyCorp is an Equal Opportunity Employer committed to 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, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. 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 HR_Compliance@keybank.com.

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