56 matching jobs for “Key Private Bank Senior Relationship Manager”

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KeyCorp

Key Private Bank Sr. Relationship Manager

Tarrytown, NY

Full time

Pay posted by employer$116,000–$216,000 per year

Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and …

Added Nov 3, 2026

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KeyCorp

Key Private Bank Sr. Relationship Manager

Denver, Colorado, United States +1 location

Full time

Pay posted by employer$116,000–$216,000 per year

Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and …

Added Nov 3, 2026

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KeyCorp

Key Private Bank Senior Relationship Manager

Dayton, Ohio, United States

Full time

Pay posted by employer$116,000–$216,000 per year

Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and …

Added Nov 3, 2026

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KeyCorp

Key Private Bank Senior Relationship Manager

South Bend, Indiana, United States

Full time

Pay posted by employer$116,000–$216,000 per year

Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and …

Added Nov 3, 2026

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KeyCorp

Key Private Bank Senior Relationship Manager

Pittsburgh, Pennsylvania, United States

Full time

Pay posted by employer$116,000–$216,000 per year

Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and …

Added Nov 3, 2026

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KeyCorp

Key Private Bank Senior Relationship Manager

Seattle, Washington, United States

Full time

Pay posted by employer$116,000–$216,000 per year

Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and …

Added Nov 3, 2026

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KeyCorp

Key Private Bank Senior Relationship Manager

Pepper Pike, OH

Full time

Pay posted by employer$116,000–$216,000 per year

Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and …

Added Nov 3, 2026

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KeyCorp

Key Private Bank Senior Relationship Manager

Buffalo, New York, United States

Full time

Pay posted by employer$112,000–$210,000 per year

Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and …

Added Nov 3, 2026

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KeyCorp

Key Private Bank Senior Relationship Manager

Akron, Ohio, United States

Full time

Pay posted by employer$112,000–$210,000 per year

Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and …

Added Nov 3, 2026

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KeyCorp

Key Private Bank Senior Wealth Planner

Tacoma, Washington, United States

Full time

Pay posted by employer$116,000–$216,000 per year

The Senior Wealth Planner (Planner) is responsible for delivering financial planning experience to Key Private Bank …

Added Nov 3, 2026

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KeyCorp

Key Private Bank Sr. Fiduciary Strategist

Akron, Ohio, United States

Full time

Pay posted by employer$96,000–$181,000 per year

… 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 …

Added Nov 3, 2026

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KeyCorp

Key Private Bank Senior Portfolio Strategist

Seattle, Washington, United States

Full time

Pay posted by employer$116,000–$216,000 per year

… portfolios according to client needs or preferences. Maintains a high level of collaboration with the relationship team to ensure that investment advice is integrated with all aspects of clients' planning and personal …

Added Nov 3, 2026

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KeyCorp

Key Private Bank Senior Portfolio Strategist

Toledo, Ohio, United States

Full time

Pay posted by employer$116,000–$216,000 per year

Added Nov 3, 2026

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Bank of America

Private Wealth Relationship Manager

Atlanta, Georgia, United States

… and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted …

Added Oct 27, 2026

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Bank of America

Sr. Relationship Manager - Global Commercial Bank - Middle Market - Atlanta

Atlanta, Georgia, United States

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of …

Added Oct 27, 2026

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Bank of America

Sr. Relationship Manager - Global Commercial Bank - Middle Market - Nashville

Nashville, Tennessee, United States

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of …

Added Oct 27, 2026

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Bank of America

Product & Strategy Exec/Senior Relationship Manager (Private Markets Focused)

New York

Pay posted by employer$180,000–$280,000

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of …

Added Oct 28, 2026

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Bank of America

Sr. Relationship Manager - Global Commercial Bank - Middle Market - Greenville, SC

Greenville

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of …

Added Oct 27, 2026

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KeyCorp

Senior Relationship Manager, Institutional Capital Group

Cleveland, Ohio, United States +2 locations

Full time

Pay posted by employer$116,000–$216,000 per year

… Capital platform. Specifically, IREG is focused on the unique capital and banking needs of public and private REITs, real estate operating companies, real estate fund sponsors, and real estate private equity firms. …

Added Nov 3, 2026

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KeyCorp

Senior Relationship Manager, Income Property Group

Newport Beach, California, United States

Full time

Pay posted by employer$116,000–$216,000 per year

The Senior Relationship Manager serves as the Trusted Advisor for clients and prospects who are primarily active …

Added Nov 3, 2026

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KeyCorp

Key Private Bank Sr. Relationship Manager

Tarrytown, NY

Full time

Pay posted by employer$116,000–$216,000 per year

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Skills · employer excerpt

Ability to build trust by taking a proactive client centric approach
Demonstrated expert functional knowledge of Investments, Trust and Credit; ability to advise
Demonstrated expert knowledge of financial products and banking regulations
Demonstrated strong client advisory skills
Demonstrated experience with and broad understanding of personal and commercial financial statements

3 more in the full description below.

About this opportunity

Original employer description

Location:

660 White Plains Road, Tarrytown New York

Job Summary
Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing, and investment solutions. The Sr. KPB Relationship Manager (RM) is at the center of this client promise, acting as the primary client advisor, developing and implementing strategies based on the client's financial goals, and coordinating with the extended KPB relationship team to execute and advise on the client's needs. The Sr. RM is responsible for serving high net worth clients in their existing book as well as collaborating with internal and external partners to acquire new and deepen existing Key Bank client relationships.

Essential Functions

Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will help the client achieve their financial goals. Leads, coordinates, and assembles the extended advisory team, including trust, investment and planning strategists, based on complexity of the relationship.
Develops a comprehensive understanding of the client’s needs, based on the review and analysis of personal and business financial data gathered through Relationship Reviews, the Customer Relationship Manager (CRM) system, and personal meetings. Captures the client’s goals in a financial plan.
Prepares and delivers client presentations, individually and as part of a team, presenting appropriate financial solutions via consultative review and proactive, regular contact.
Meets or exceeds assigned individual sales goals by expanding existing client relationships, closing referrals and/or capturing new business growth.
Employs and maintains a disciplined approach to prospecting and maintains a pipeline by leveraging referrals from internal and external sources.
Actively participates in Community organizations to source business development opportunities and demonstrate Key’s commitment to the local community.
Develops and maintains an in-depth knowledge of financial wealth management services and products as well as knowledge of competitors and competitive products.
Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
Complies with all KeyBank policies and procedures, including without limitation, 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 in business related field or equivalent work experience (preferred)
Master's Degree in business related field (preferred)

OR equivalent experience (required)

Work Experience

7+ years of demonstrated sales and business development experience with proven results (required)

Licenses and Certifications

FINRA License S7 () and
FINRA License S66 (preferred) or
FINRA License S63 () and
FINRA License S65 (preferred)
Certified Financial Planner (CFP) (preferred)
Certified Investment Management Analyst (CIMA) (preferred)
Certified Public Accountant (CPA) (preferred)
Chartered Financial Analyst (CFA) (preferred)
Licensed Attorney/JD (varies by state) (preferred)
Certified Wealth Strategist (CWS) (preferred)

Skills

Ability to build trust by taking a proactive client centric approach
Demonstrated expert functional knowledge of Investments, Trust and Credit; ability to advise
Demonstrated expert knowledge of financial products and banking regulations
Demonstrated strong client advisory skills
Demonstrated experience with and broad understanding of personal and commercial financial statements
Proven experience with and comprehensive understanding of consumer or commercial lending
Excellent verbal and written communication skills
Proficient in personal computer applications to drive results

Core Competencies

All KeyBank employees are expected to demonstrate Key’s Values and abide by Key’s Code of Conduct.

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, computer bags up to 10 lbs.

Travel

Occasional travel to include overnight stay.

Driving Requirements

Ability to routinely and frequently operate a motor vehicle with a valid driver's license.

Work Location Category

Hybrid (Sales)

COMPENSATION AND BENEFITS

This position is eligible to earn a base salary in the range of $116,000.00 - $216,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives.

Please click here for a list of benefits for which this position is eligible.

Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.

Job Posting Expiration Date: 10/12/2026

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 [email protected].

#LI-Hybrid

Why this result? · Employer labels

Related title wording

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