Key Private Bank Sr. Fiduciary Strategist

Key Private Bank is seeking a Senior Fiduciary Strategist to provide expert advisory services to high-net-worth clients and their beneficiaries. This role involves collaborating with relationship management teams to attract, retain, and grow client relationships while managing fiduciary risk and ensuring consistent advisory delivery.

• Lead fiduciary advice delivery and client experience
• Develop understanding of family relationships and client needs
• Analyze estate planning documents and legal instruments
• Collaborate with external advisors and internal teams
• Identify and assess client revenue opportunities
• Manage client onboarding and retention