- KeyBank (Seattle, WA)
- **Location:** 1301 5th Avenue, Seattle Washington **Job Summary** The Sr Fiduciary Strategist is responsible for fulfilling the fiduciary ... for clients with appropriate revenue and advisory needs. The Sr Fiduciary Strategist proactively collaborates...role is entrusted with the responsibility of delivering the KPB fiduciary mandate to ensure consistent advisory… more
- KeyBank (Cleveland, OH)
- …+ 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. + Actively engages with the relationship management team in relationship reviews and offer ideas and strategies to actualize client aspirations and further position Key as the client's trust advisor. + Interfaces with other… more