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$96k–$181k/yr
Full-time
bachelor degree
Posted 1d ago
Apply by Nov 27
~40 hrs/week
Responsibilities
The Relationship Manager acts as the primary advisor for high net worth clients, developing personalized financial strategies and coordinating with an extended advisory team. They are responsible for meeting sales goals, acquiring new business, and deepening existing client relationships through proactive engagement.
Requirements
Candidates must have at least 5 years of demonstrated sales and business development experience and a bachelor's degree in a business-related field. Professional certifications such as CFP, CFA, or CPA are preferred, along with relevant FINRA licenses.
Full job description
Location:
301 East Fourth Street, Cincinnati Ohio
Job Summary Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing, and investment solutions. The Relationship Manager is at the center of this client promise, acting as the primary client advisor, developing and implementing strategies based on the client's financial goals, and coordinating with the extended KPB relationship team to execute and advise on the client's needs. The RM is responsible for serving high net worth clients in their existing book as well as collaborating with internal and external partners to acquire new and deepen existing KeyBank client relationships.
Essential Functions
Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will help the client achieve their financial goals. Leads, coordinates, and assembles the extended advisory team, including trust, investment and planning strategists, based on complexity of the relationship.
Develops a comprehensive understanding of the client’s needs, based on the review and analysis of personal and business financial data gathered through Relationship Reviews, the Customer Relationship Manager (CRM) system, and personal meetings. Captures the client’s goals in a financial plan.
Prepares and delivers client presentations, individually and as part of a team, presenting appropriate financial solutions via consultative review and proactive, regular contact.
Meets or exceeds assigned individual sales goals by expanding existing client relationships, closing referrals and/or capturing new business growth.
Employs and maintains a disciplined approach to prospecting and maintains a pipeline by leveraging referrals from internal and external sources.
Actively participates in Community organizations to source business development opportunities and demonstrate Key’s commitment to the local community.
Develops and maintains an in-depth knowledge of financial wealth management services and products as well as knowledge of competitors and competitive products.
Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients and Key.
Education
Bachelor's Degree in business related field (preferred)
OR equivalent experience (required)
Work Experience
Minimum of 5 years of demonstrated sales and business development experience with proven results (required)
Licensed Attorney/JD (varies by state) (preferred)
Skills
Ability to build trust by taking a client-centric approach. To prepare for Talent
Demonstrated strong or advanced knowledge of Investments, Trust, and Credit; ability to consult and prioritize client needs.
Demonstrated in-depth knowledge of financial products and banking regulations.
Demonstrated strong client advisory skills.
Demonstrated experience with and broad understanding of personal and commercial financial statements.
Proven experience with and comprehensive understanding of consumer and commercial lending.
Excellent verbal and written communication skills.
Proficient in personal computer applications to drive results.
Core Competencies
All KeyBank employees are expected to demonstrate Key’s Values and abide by Key’s Code of Conduct.
Physical Demands
General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.
Travel
Occasional travel to include overnight stay.
Driving Requirements
Ability to routinely and frequently operate a motor vehicle with a valid driver's license.
Work Location Category
Hybrid (Sales)
COMPENSATION AND BENEFITS
This position is eligible to earn a base salary in the range of $96,000.00 - $181,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives.
Please click here for a list of benefits for which this position is eligible.
Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.
Job Posting Expiration Date: 11/27/2026

KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.
#LI-Hybrid
Related keywords
Key Private BankRelationship ManagerWealth ManagementFinancial PlanningBusiness DevelopmentSalesHigh Net WorthInvestmentTrustCreditFINRACFPCFACPACIMACRM
For every financial need, we'll meet you in the moment. KeyBank Opens Doors.
Industry
Banking
Company size
10,001+ employees
Headquarters
Cleveland , Ohio
LinkedIn followers
134,147
Total funding
$3.3B
At KeyBank we’ve made a promise to our clients that they will always have a champion in us. To deliver on our promise, we’re committed to building a team of engaged employees who do the right thing for our clients and shareholders, and help them achieve financial wellness each and every day.
Headquartered in Cleveland, Ohio, KeyCorp is one of the nation’s largest financial services companies. Key Companies provide investment management, retail and commercial banking, consumer finance and investment banking products to individuals and companies throughout the United States and, for certain businesses, internationally.
Follow along for business and industry insights, expert advice and more resources to help you achieve your financial goals.
KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.
KeyBank is Member FDIC. Equal Housing Lender. Credit applications are subject to credit approval.
Offices: 127 Public Square, Cleveland , Ohio 44114, US
How many Management & Leadership jobs are open in Cincinnati, OH right now?
There are currently 2,388 open management & leadership positions in Cincinnati, OH listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Management & Leadership roles in Cincinnati, OH?
Companies currently hiring include Fifth Third Bank, Medpace, Procter & Gamble, UC Health, TriHealth, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Management & Leadership jobs in Cincinnati, OH?
Yes — 622 of the 2388 open management & leadership positions offer remote or hybrid work (150 remote, 472 hybrid).
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