Key Private Bank Sr. Relationship Manager

Location 1675 Broadway, Denver Colorado 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 Sr. KPB Relationship Manager (RM) 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. Essential Functions Act as the primary client advisor by recommending banking, borrowing and investment solutions that help the client achieve their financial goals. Lead, coordinate, and assemble the extended advisory team, including trust, investment and planning strategists, based on the complexity of the relationship. Develop 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. Capture the client’s goals in a financial plan and prepare and deliver client presentations, individually and as part of a team, presenting appropriate financial solutions via consultative review and proactive, regular contact. Meet or exceed assigned individual sales goals by expanding existing client relationships, closing referrals and/or capturing new business growth. Employ and maintain a disciplined approach to prospecting and maintain a pipeline by leveraging referrals from internal and external sources. Actively participate in community organizations to source business development opportunities and demonstrate Key’s commitment to the local community. Develop and maintain an in-depth knowledge of financial wealth management services and products, as well as knowledge of competitors and competitive products. Perform other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice. Comply with all KeyBank policies and procedures, including 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 or equivalent work experience (preferred) Master's Degree in business related field (preferred) OR equivalent experience (required) Work Experience 7+ years of demonstrated sales and business development experience with proven results (required) Licenses and Certifications FINRA License S7 (required) and FINRA License S66 (preferred) or FINRA License S63 (required) and FINRA License S65 (preferred) Certified Financial Planner (CFP) (preferred) Certified Investment Management Analyst (CIMA) (preferred) Certified Public Accountant (CPA) (preferred) Chartered Financial Analyst (CFA) (preferred) Licensed Attorney/JD (varies by state) (preferred) Certified Wealth Strategist (CWS) (preferred) Skills Ability to build trust by taking a proactive client‑centric approach Demonstrated expert functional knowledge of Investments, Trust and Credit; ability to advise Demonstrated expert 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 or 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 $116,000.00 - $216,000.00 annually. Placement within the pay range may differ based on various factors, including but not limited to skills, experience and geographic location. Compensation also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives. KeyCorp Equal Opportunity Statement 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 View email address on click.appcast.io. KeyBank Commitment KeyBank is an organization collectively committed to helping you unlock your potential and discover what truly drives you. Working here means sharing our purpose to help our clients, colleagues, and communities thrive. You’ll find genuinely supportive teammates, a flexible, inclusive work environment, challenging projects, accessible leaders, and opportunities to grow in your position and your career. For 200 years, Key has opened doors in our communities. 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