From Maine to Alaska, Key Private Bank has many opportunities for the right candidates. We work with a wide array of clients, including high-net-worth individuals and families, foundations, businesses, institutions, endowments, executives and professionals. As dedicated stewards of our client’s wealth, we’re proven professionals whose experience, accessibility and ability to listen provide our clients with award-winning wealth management.
The Relationship Manager is the primary client advisor working to optimize client relationships and provide pertinent financial advice to meet client needs. This position is focused mainly on the acquisition of new Key Private Bank (KPB) relationships. In addition to having established Centers of Influence (COIs) in their market(s), KeyBank Relationship Managers develop new COIs in the market(s) including commercial banking, business banking and retail that can be leveraged into profitable relationships. Leading the development and implementation of client strategy and vision, Relationship Managers coordinate the Key Private Bank relationship team to identify and prioritize critical client financial issues and advocate solutions that lead to the attainment of the clients’ financial aspirations and life goals.
Key Private Bank is honored to have received multiple prestigious awards for our wealth management solutions - ranging from best private wealth manager for client service from Private Asset Management Magazine, to private banking’s best overall performance. Key Family Wealth was also recognized by wealthmanagement.com, receiving its annual family office client initiative award. These accolades are a testament to Key Private Bank’s proven track record of providing our clients with outstanding service, expert advice and sound financial direction year after year.
Related Backgrounds
- Banking
- Financial services
- Registered investment advisors
Core Competencies
- Client Focus: A Relationship Manager is dedicated to meeting the expectations and requirements of internal and external clients; gets first-hand client information and uses it for improvements in products and services; acts with clients in mind; establishes and maintains effective relationships with and gains their trust and respect.
- Strategic Agility: Sees ahead clearly; can anticipate future consequences and trends accurately; has broad knowledge and perspective; is future oriented; can articulately paint credible pictures and visions of possibilities and likelihoods; can create competitive and breakthrough strategies and plans.
- Command Skills: Relishes leading; takes unpopular stands if necessary; encourages direct and tough debate but isn’t afraid to end it and move on; is looked to for direction in a crisis; faces adversity head on; energized by tough challenges.
- Negotiating: Can negotiate skillfully in tough situations with both internal and external groups; can settle differences with minimum noise; can win concessions without damaging relationships; can be both direct and forceful as well as diplomatic; gains trust quickly of other parties to the negotiations; has a good sense of timing.
- Building Effective Teams: Blends people into teams when needed; creates strong morale and spirit in his or her team; shares wins and successes; fosters open dialogue; lets people finish and be responsible for their work; defines successes in terms of the whole team; creates a feeling of belonging in the team.
- Measuring and Managing Work: Clearly assigns responsibility for tasks and decisions; sets clear objectives and measures; monitors process, progress and results; designs feedback loops into work.
We offer a wide range of wealth management opportunities in our Private Bank. Click “Search Jobs” below to see the full list of current Private Bank opportunities.
I have found that the people that are the most successful here at our team, who really thrive here at Key are those who are team players, who are willing and wanting to collaborate with others to bring solution to our clients. We don't really do well with the lone wolf or the lone ranger who wants to just take their ideas and kind of be the only winner in the scenario. We work as a team and I think that you have to be open to that.
So I think the type of individual that would be successful here on a Private Bank team first would have to be somebody who is curious and genuinely want to know more about your clients and can do a deep discovery, and so that we can deliver the best outcome. So I believe curiosity is an important trait to have.
So in the Private Bank, a significant number of my clients, and when I engage them, have either acquired wealth through a death, acquired wealth through a divorce, acquired wealth through a transition of a business that may be they put their heart and soul into, and so, now, they have to get accustomed to a different lifestyle. So I think having integrity and empathy is extremely important.
Thriving in Key Private Bank
To Thrive at Key, we focus on teamwork. In a client-centric culture, there's no room for self-serving behavior of a lone wolf. We put people first and work together to make things happen for the greater good.
I really do believe that we have the best client care model in the industry. I think in most places that people would go to for asset management, their expectations, they're going to talk to one financial advisor who is wearing all of the hats that they might need. And while it's good that that person has a broad base of knowledge, it's not enough. I think that our clients deserve better.
I think our clients deserve to have people who are uniquely skilled, uniquely trained in each of their areas of specialty, because only then are they really going to be able to get to the heart of what the client's need is and truly help them. We have that at Key and I don't know that everybody has that kind of a model. And I think our clients really benefit from the fact that Key Private Bank is able to offer that kind of service to them.
Private Bank Client Care Model
At Key Private Bank, we understand clients want more out of a financial institution than merely a return on your investment. Led by a Relationship Manager, a team of specialists will spend time understanding the needs of a client and provide them with tailored advice and a broad array of solutions.
Key is making an investment in the place that I love. And so it's meaningful to me, for my friends, for my family, for my clients, that where I work is making an investment in this community. So it means a whole lot. Being involved in the community, whether it be on a nonprofit board, or just seeing that Key Bank has been a sponsor, that's where a number of our clients choose to spend their time. And the ways in which they choose to deploy their philanthropy. So this is another way in which we can help clients meet their goals and objectives, by working with them for a common goal in the community. Something that's bigger than ourselves. And I think that really resonates with clients.
We've got connections everywhere. We've got connections at Playhouse Square. We've got connections with the Cavs and with the Browns. In the arts community, with the art museum, we've got all of these various connections so the client almost can't go anywhere for entertainment in the city without seeing Key somewhere. Nobody else has that brand presence in this town.
The Importance of Community Connections
Key is making meaningful philanthropic investments in the communities we serve, aligning with our private bank clients' interests. We are working together for our common goal to support something bigger than ourselves.
One of my niches is women and wealth. So we spend some time during the year putting on seminars for our women clients and their friends, their daughters, so that we can better explain to them one-on-one about the benefits of working with Key Private Bank. As some of the research has told, by 2030, there'll be a significant amount of transition to women and wealth, whether that be through the passing of a parent and/or spouse. So women really need to be educated in terms of what they need to be doing in terms of whether it be investments, whether it be planning. And women in particular, take a little bit longer than men to make decisions about financial issues. So that's why it's important for us to continue to educate women, because if they're going to be accumulating a significant amount of wealth, how do we then protect that wealth? How do we then preserve it for the next generation? That's extremely important to women. And we also know that women within a year of the passing of their spouse end up firing their current, their spouse's financial advisor. So we want them to have a comfort level with us in that we've answered all their questions so that when they're ready to make a change or when they're having that liquidity event, that they look to Key Private Bank as a place where they're comfortable. They're assured that we have the expertise and we will make sure that they have a fantastic client experience.
Women & Wealth
Women's wealth and income are growing faster than ever. Key Private Bank understands women place a greater emphasis on security and privacy and value a trusted relationship.
So this is my 10th year in private banking, and I am amazed at how our business has changed over those 10 years. And I would say even in the past four years, under our current leadership, we have come miles in terms of what we can deliver to our clients. And I do credit that to Terry Jenkins and his team really understanding this business.
We have a really supportive leadership group here. So, from the standpoint of progression within our career, or even just giving us the space and the latitude to approach our practice and the way that we know will work for our clients, that leadership supports that. If I come to my boss with an idea, "Hey, I want to do something really cool for our clients." Like, oh, I want to do a wine tasting event, or I want to do a golf outing with my clients. There's room for that, if it makes sense to do it. So, from a leadership standpoint, it's just less red tape and a lot more supportive than what I've had in the past, which is really nice.
And then from the other piece that I think is really important, we talk about the coworkers aspect, right? From who do you work with? It's not just working around nice and good, talented people. It's having those people directly working with you on specific client issues within their areas of specialty. I think that that's really nice when I've been in team environments elsewhere. It hasn't always been in that way. It might be other individuals who do the same thing as I do that we could bounce ideas off of one another, but here we're actually working together within unique lines of areas of specialty to help client needs. And I just haven't experienced that before elsewhere.
What Sets Us Apart
KPB Relationship Managers are given the support and the space they need to manage the relationships with their clients. At Key, we take pride in developing and nurturing relationships—both internally and with the communities and clients we serve.
So I think it's an exciting time, particularly in the wealth management business because there's a number of people, like I said, who've been in this industry for a long time and they're transitioning to retirement. So with that, I believe there's a lot of opportunity to bring in maybe some younger folks or maybe somebody who might be looking to make a lateral move from a different line of business. I also think with wealth management, with the amount of retirees just in Cleveland alone. I know that's the only demographic that's growing, age 65 and older. There's going to be a lot more people that need our assistance. And so I think there will certainly be an opportunity to get more business.
So I wanted to join key because it's a middle market sized bank. Its corporate headquarters is in Cleveland. It's a brand has a great reputation. I knew some people that worked here and they spoke highly of the experience, but one, I felt that I would have the greatest opportunity to thrive in this type of environment. So that's one of the reasons why I wanted to come here. Two, I wanted to work for a bigger organization that would be willing to invest in me. So to continue to educate me above and beyond where I got my degrees and you know get maybe possibly additional certificates, things of that nature. And three, somebody that would be supportive of me as an African American woman in corporate America. I believe that this is the place and I believe it was the right decision.
Working for Key Private Bank
There's a lot of opportunity for career and client growth due to upcoming retirements with the Baby Boomer generation. As a Middle Market bank, we know that we owe our success, in large part, to our team's diversity of thought, experience, and abilities.
