KPB Lead Institutional Advisor

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Job Summary
The Institutional Advisor develops and manages investment management and fiduciary relationships with non-profit, public, corporate, and government clients. This role is responsible for new client acquisition, prospect development, and investment sales across designated markets and business segments. The Advisor partners with the IA Investment Team on portfolio construction and investment solution delivery, collaborates with local Key Private Bank (KPB) markets to execute IA strategy, and works with Specialized Services and Philanthropic Consultants to address specific client needs. Relationship management is central to this role, with a focus on broadening and deepening client relationships and delivering exceptional client service.

Essential Functions

• Lead new client acquisition, prospect development, and investment sales in assigned markets.
• Manages a book of business of Institutional Investment clients.
• Engage with local Key Private Bank markets to develop and execute IA strategy. Identify and cultivate opportunities within assigned markets and business segments.
• Partner with the IA Investment Team to design and implement customized portfolios.
• Support delivery of investment solutions and ensure alignment with client objectives.
• Coordinate and deliver all client reviews with Institutional colleagues (Investment, Philanthropic and Specialized Services).
• Serve as the primary point of contact for external sales opportunities, mastering effective outreach and prospect qualification.
• Deliver holistic solutions that integrate philanthropic planning, trust services, and other specialized offerings.
• Partner with Specialized Services and Philanthropic Advisors to serve clients with complex or specific needs.
• Broaden and deepen existing client relationships by understanding client needs and delivering tailored solutions.
• Manage client service delivery, ensuring a proactive and high-touch client experience.
• Collaborate with Private Bank Relationship Managers and other team members to execute client strategies and meet sales goals.
• Provide ongoing contact with new and existing clients to enhance their experience and uncover additional opportunities.
• Regularly seek client feedback and referrals to expand business reach.
• 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 (accounting, finance, economics, or related) (preferred)

• OR equivalent experience (required)

Work Experience

• A minimum of 10 years of institutional banking, investment management/consulting, or trust experience, with successful sales management. (required)

Skills

• Demonstrated ability to balance sales focus with exceptional client service.
• Effective management and delivery of results in a matrixed organization.
• Proven ability to acquire new clients and develop prospects.
• Investment Acumen: Strong understanding of investment products, portfolio construction, and OCIO models.
• Exceptional interpersonal skills with a track record of deepening client relationships and delivering high-touch service.
• Ability to develop and execute market-specific strategies.
• Skilled in cross-functional partnership, especially with investment teams, specialized services, and philanthropic advisors.
• Experience managing multiple markets or business segments.
• Excellent written and verbal communication skills.
• Strong analytical and problem-solving capabilities.
• Familiarity with industry regulations and compliance standards.

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

• Routine and frequent 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 (3+ days)

COMPENSATION AND BENEFITS

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.

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.