Key Family Wealth Investment Consultant, Manager
Clevelandonsitemanager$128K – $268K
Posted today · via Workday
About this role
Location: 127 Public Square, Cleveland Ohio Job Summary The Family Wealth Investment Consultant Manager leads a team of Portfolio Strategists responsible for managing and constructing customized investment portfolios for ultra-high-net-worth clients within a fiduciary framework. This role provides strategic, technical, and people leadership to ensure consistent investment excellence, risk management, and client outcomes across the platform. The Manager operates in a player-coach capacity, balancing team leadership responsibilities with managing a select portfolio of client relationships and providing investment advice.…
Read the full description on 0100 Key Bank National Association's site →
What we'd score you on
reqspace match rubricFive dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.
1
Skills match
For this role: segment
2
Level fit
This role is manager-level. We check your trajectory against it.
3
Domain experience
Your work in the role's domain matters more than your years total. We weight recent and direct experience.
4
Recency
A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.
5
Location fit
This role is based in Cleveland. We weight your proximity and willingness to relocate.
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Skills in this role
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