KPB Sr. Fiduciary Strategist

Job description

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 the responsibility of delivering the KPB fiduciary mandate to ensure consistent advisory delivery, while managing fiduciary risk. Essential Functions: - Leads the delivery of fiduciary advice as part of client servicing and execution of client experience. - Develops a strong understanding of family relationships and the needs of current clients as well as beneficiaries. - Obtain and reviews and monitors all estate planning documents periodically to ensure that they fit individual client’s current circumstances. - Analyzes and interprets legal instruments to determine duti...