LOCATION:

401 Plymouth Road - Plymouth Meeting, Pennsylvania 19462
Job DescriptionThe Sr. Fiduciary Advisor is primarily responsible for fulfilling the fiduciary responsibilities of KeyBank by providing client advisory services to Ultra High Net Worth (UHNW) clients with a net-worth greater than 25MM and their beneficiaries. As a member of the Family Wealth relationship management team, they proactively collaborate with team members to build insights and solutions to attract, retain and grow UHNW client relationships. This role is entrusted with the responsibility of delivering the Family Wealth standard in ensuring consistent, sophisticated advisory delivery, while managing fiduciary risk. For Family Wealth legacy relationships, the Fiduciary Advisor serves as the primary point of contact and manages the day-to-day services and team interactions, in such cases, the role is responsible for the coordination and delivery of all Family Wealth services and ensures the client receives an industry leading family office experience.
While serving UHNW clients, the Fiduciary Advisor also identifies opportunities to protect, grow and transition family wealth. They are charged with retaining and deepening client relationships.

REQUIRED QUALIFICATIONS

Experience working with high-net-worth clients.
Deep tax, investment, estate planning, business succession or fiduciary experience
Excellent interpersonal and communications skills (both written and verbal) on full spectrum of client and COI personality profiles.
Demonstrated dedicated commitment and proven track record in cultivating existing client relationships with a view toward revenue enhancement and profitability.
Professional Designation preferred – JD, CPA, LLM , CTFA , CFP or advanced degree as appropriate.
Self-motivated, goal and results driven.
Demonstrated ability to be accountable for a process and/or delivery from end to end.

COMPETENCIES/SKILLS

Client Focus - Is dedicated to meeting the expectations and requirements of internal and external customers; gets first-hand client information and uses it for improvements in products and services; acts with client in mind; establishes and maintains effective relationships with and gains their trust and respect.
Action Oriented - Enjoys working hard; is action oriented and full of energy for the things he/she sees as challenging; not fearful of acting with a minimum of planning; seizes the more opportunities than others.
Business Acumen- Know how businesses work; knowledgeable in current and possible future policies, practices, trends, and information affecting his/her business and organization; knows the competition; is aware of how strategies and tactics work in the marketplace.
Creativity – Comes up with a lot of new and unique ideas; easily makes connections among previously unrelated notions; tends to be seen as original and value-added in brainstorming settings.
Functional / Technical Skills - Has the functional and technical knowledge and skills to do the job at a high level of accomplishment.
Intellectual Horsepower - Is bright and intelligent; deals with concepts and complexity comfortably; described as intellectually sharp, capable, and agile.
Problem Solving – Uses rigorous logic and methods to solve difficult problems with effective solutions; probes all fruitful sources for answers; can see hidden problems; is excellent at honest analysis; looks beyond the obvious and doesn’t stop at the first answers.
Presentation Skills - Is effective in a variety of formal presentation settings; one-on-one, small and large groups, with peers and superiors, clients, prospects and centers of influence; is effective both inside and outside the organization, on both cool data and hot and controversial topics; will show and project confident, caring demeanor in client settings to enhance overall client experience; can change tactics midstream when something isn’t working.
Strategic Agility – Can quickly understand and embrace corporate and line of business initiatives and changes and can confidently represent KPB internally among teammates and externally among clients, prospects, and centers of influence.

EQUIPMENT USED/PHYSICAL REQUIREMENTS

Microsoft Office products and other computer applications
Internet and print media to research planning issues

Please refer the Job description for details