KeyBank in Toledo, OH seeks a Senior Portfolio Strategist to advise clients on investment strategies and to construct portfolios tailored to their needs, working with the relationship team to align advice with client planning and personal goals.
The role collaborates with relationship management to drive growth, expand existing client relationships, and exceed revenue targets while ensuring compliance and integration with tax/estate/retirement planning.
#J-18808-LjbffrSenior Portfolio Strategist — Private Wealth Advisory in toledo at Unknown Company
This position is listed as full time and onsite.