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Key Private Bank Sr Portfolio Manager 10/12/2017

KeyCorp New York, NY

Company
KeyCorp
Location
New York, NY
AJE Ref #
579736384
Job Classification
Full Time
Job Type
Regular
Company Ref #
24928BR
Experience
Mid-Career (2 - 15 years)
Education
Bachelors Degree

JOB DESCRIPTION

APPLY
Key Private Bank Sr Portfolio Manager

FLSA Status
Exempt

Schedule Type
Full-Time

Job Description
Manages and constructs investment portfolios in accordance with client investment goals and objectives. Advises clients on appropriate strategies and constructs and customizes portfolios according to client needs or preferences. Maintains a high level of collaboration with relationship team to provide effective strategies, solutions and optimal levels of service that exceed client expectations. Position is expected to offer the complete breadth and depth of the Wealth Segment suite of capabilities. This position collaborates and performs as part of the relationship management team to assure that the Wealth Segment goals are met by executing the client strategy.

ESSENTIAL JOB FUNCTIONS

Technical

* Manages investment accounts of a large and complex nature with discretionary latitude for advising, planning and executing investment strategies.

* Evaluates client goals and objectives, contributes to team development of relationship strategy and constructs investment portfolios to execute strategy.

* Reviews and structures investment portfolios in accordance with client objectives and investment policy, initiates investment programs and executes appropriate transactions consistent with investment strategy.

* Advises clients and executes investment strategies consistent with the Principals of an open architecture platform.

* Pursues and implements broad asset allocation strategies consistent with the Wealth Segment s investment strategy guidance.

* Reviews portfolios to analyze investment performance.

* Maintains compliance with all internal policies and procedures, including but not limited to, Reg 9 reviews and other compliance reporting functions.

* Maintain deep expertise in financial markets and other related areas while also participating on or contributing to various investment committees.

* Has the knowledge and ability to manage investment portfolios within a fiduciary framework.

* Assists the relationship management team in the development of investment policy and strategy.

Relationship Management

* Actively engages with the relationship management team in relationship reviews and offers ideas and strategies to actualize client aspirations and further position Key as the client s trusted advisor.

* Interface with other Wealth Segment advisors and sales team members as necessary to provide exemplary service to the client. Provide timely feedback to the Relationship Manager regarding important/critical events and/or discussions that occur with the client.

* Confers with clients other advisors to provide advice relating to asset allocation and the execution of overall investment strategy.

Sales

* Works within the relationship management team to introduce existing clients to the breadth and depth of products and services of the Wealth Segment, showcasing capabilities to further business development objectives.

* Is well versed in, and can articulate the competitive advantages of the Key Private Bank platform and process as a portfolio advisor.

* This position is responsible for either meeting or exceeding assigned individual sales goals which can include expanding existing client business, referrals and or new business growth.

* In conjunction with other members of the relationship team, meets and communicates with clients, prospective clients, and centers of influence, fostering business relationships to develop new business referrals and to enhance the Community Bank s image.

MARGINAL OR PERIPHERAL FUNCTIONS

* Prepare client presentations

* Participate in KeyCorp s commitment to the community

REQUIRED QUALIFICATIONS

Portfolio Manager III

* Ten plus years of experience in the investment management field

* Undergraduate degree in business or related field

* Excellent interpersonal and communications skills (both written and verbal).

* Strong client focus

* Strong presentation skills

* Ability to work as part of a sales and client servicing team

* Experience and proven success in an open architecture environment

* Progress towards advanced degree or professional certification

* Demonstrated track record of sales success

* Experience managing a high net worth book of business

* Previous experience in managing assigned staff of professionals

Portfolio Manager IV

* Ten plus years of experience in the investment management field

* Undergraduate degree in business or related field

* Excellent interpersonal and communications skills (both written and verbal).

* Strong client focus

* Strong presentation skills

* Ability to work as part of a sales and client servicing team

* Experience and proven success in an open architecture environment

* Progress towards advanced degree or professional certification

* Demonstrated track record of sales success

* Experience managing a high net worth book of business

* Previous experience in managing assigned staff of professionals

* May advise on a portfolio of Investment Management and Trust clients.

Producing Portfolio Manager

* Ten plus years of experience in the investment management field

* Undergraduate degree in business or related field

* Excellent interpersonal and communications skills (both written and verbal).

* Strong customer focus

* Strong presentation skills

* Ability to work as part of a sales and client servicing team

* Experience and proven success in an open architecture environment

* Progress towards advanced degree or professional certification

* Previous experience in managing assigned staff of professionals

* Demonstrated track record of sales success

* Experience managing a high net worth book of business

About the Business
Key Community Bank serves individuals and small to midsized businesses from Maine to Alaska through our 15-state network of over 1,200 branches, 1,500 ATMs, telephone banking and robust online and mobile platforms. KeyBank s Consumer/Business Banking segment provides consumers and small business owners with straightforward banking solutions and personal finance expertise that helps them make confident financial decisions today and plan for tomorrow. Key Private Bank offers wealth planning that follows a consistent, disciplined approach guided by objective advice based on each unique situation. KeyBank Commercial Bank offers midsize business financial services that drive growth and profitability and help business owners identify new opportunities with products and services including deposit, cash management, investment services, commercial lending, equipment leasing, and asset-based lending.

About Key
KeyCorp s roots trace back 190 years to Albany, New York. Headquartered in Cleveland, Ohio, Key is one of the nation s largest bank-based financial services companies with assets of approximately $136.5 billion at December 31, 2016. Key provides deposit, lending, cash management and investment services to individuals and small and mid-sized businesses in 15 states under the name KeyBank National Association and First Niagara Bank, National Association, through a network of more than 1,200 branches and more than 1,500 ATMs. Key also provides a broad range of sophisticated corporate and investment banking products, such as merger and acquisition advice, public and private debt and equity, syndications and derivatives to middle market companies in selected industries throughout the United States under the KeyBanc Capital Markets trade name.

KeyCorp is an Equal Opportunity and Affirmative Action Employer Min/Fem/Vet/Disabled.

Additional Benefits

Paid Time Off
Employee Assistance Program
Short-term Medical Leave
Key Discounts
Banking Products Discounts
Wellness Programs
Matching Gift Program
Education Assistance/Tuition reimbursement
Commuter Benefits Program