Family Wealth Senior Fiduciary Advisor

Location:

127 Public Square, Cleveland Ohio

Job Summary
The Senior Fiduciary Advisor plays a pivotal role in delivering expert fiduciary guidance and strategic wealth planning to Ultra High Net Worth (UHNW) clients (net worth > $25MM) and their beneficiaries. As a senior member of the Family Wealth relationship management team, this individual leads the delivery of complex fiduciary services, ensuring compliance, innovation, and a premier client experience. The Senior Fiduciary Advisor serves as a key relationship steward, trusted advisor, and internal thought leader, driving excellence in fiduciary strategy and execution.

Essential Functions

• Provide advanced fiduciary counsel as part of a comprehensive wealth management strategy.
• Navigate complex family dynamics and multigenerational planning needs with discretion and insight.
• Evaluate estate planning documents and legal instruments to ensure alignment with client objectives and evolving laws.
• Deliver strategic alternatives for trust and estate planning, integrating tax, legal, and financial considerations.
• Collaborate with external advisors to coordinate and optimize client outcomes.
• Lead initiatives to expand client relationships and identify new business opportunities across wealth disciplines.
• Recognize and act on opportunities in investment management, trust structuring, lending, and insurance.
• Cultivate loyalty and long-term engagement with clients, beneficiaries, and family office representatives.
• Contribute to pricing strategy and revenue optimization through deep understanding of client complexity.
• Oversee onboarding of new UHNW clients and ensure seamless integration into the Family Wealth platform.
• Serve as the senior fiduciary contact for legacy and high-complexity relationships.
• Lead the development and execution of annual wealth plans in collaboration with internal partners.
• Ensure delivery of a high-touch, personalized client experience that reflects the sophistication of the Family Wealth offering.
• Independently manage complex fiduciary relationships with a disciplined, proactive approach.
• Maintain deep knowledge of state-specific estate and tax laws and their implications for trust administration.
• Stay abreast of changes in fiduciary, tax, and investment law; share insights with internal stakeholders.
• Provide strategic oversight of trust administration and ensure alignment with client goals and fiduciary standards.
• Uphold the highest standards of fiduciary compliance and risk management.
• Ensure adherence to internal policies, regulatory requirements, and industry best practices.
• Advise internal partners on fiduciary matters and contribute to the resolution of complex compliance issues.
• Collaborate with the Regional Trust Director and Family Wealth team to continuously enhance service delivery and risk controls.
• Perform other duties as assigned.
• Comply with all KeyBank policies and procedures, including professional conduct and ethical business practices.
• 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 (preferred)
• Doctorate Juris Doctorate (JD) (preferred)

• OR equivalent experience (required)

Work Experience

• 10 years of experience in fiduciary advisory, estate planning, or trust administration, with a focus on UHNW clients. (preferred)
• Demonstrated expertise in multigenerational wealth planning, complex trust structures, and estate settlement. (preferred)
• Proven ability to lead client relationships, deliver strategic advice, and collaborate across disciplines. (preferred)
• Strong interpersonal and communication skills, with the ability to engage effectively with clients, beneficiaries, and professional advisors. (preferred)

Skills

• Mastery in administering complex fiduciary accounts and interpreting trust instruments with precision and integrity.
• Advanced knowledge of estate planning strategies and trust structures for multigenerational wealth transfer.
• Deep understanding of federal and state tax regulations, including estate, gift, and generation-skipping transfer taxes.
• Expertise in managing estate settlements, asset distribution, and coordination with executors and beneficiaries.
• Proficient in delivering integrated wealth strategies tailored to UHNW client needs.
• Advises on retirement income strategies and integration with estate and tax planning.
• Aligns fiduciary strategies with long-term client goals and anticipates regulatory and market shifts.
• Ensures strict adherence to fiduciary policies and proactively mitigates risk.
• Applies analytical and legal expertise to resolve complex client issues.
• Builds enduring relationships through personalized, high-touch service.
• Communicates complex concepts clearly and effectively in both written and verbal formats.
• Skilled in Microsoft Office and wealth management platforms; leverages digital tools for client engagement.
• Leads and partners across teams to deliver cohesive, client-centric solutions.
• Demonstrates accountability and drive to achieve client and business objectives.
• Aligns fiduciary and estate planning with broader financial strategies to support long-term client and institutional goals.
• Applies deep knowledge of private banking and investment advisory to deliver integrated, high-value solutions.
• Navigates complex interpersonal and family dynamics with diplomacy and professionalism to preserve client relationships and fiduciary integrity.

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.

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: 03/01/2026 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.

 

 

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