Senior UHNW Family Wealth Investment Consultant (Hybrid)
KeyCorp
KeyCorp's Family Wealth unit seeks an experienced Investment Consultant to serve as the senior advisor for ultra-high-net-worth clients within the FWNST. You will lead investment strategy, support sales and relationships, and drive growth through new client acquisition and relationship expansion. The role requires a proven track record in sophisticated investment strategies and strong communication with diverse client groups. #J-18808-Ljbffr KeyCorp
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Senior UHNW Family Wealth Investment Consultant (Hybrid) in Cleveland, OH vacancy
$128k - $268k
...Public Square, Cleveland Ohio Job Summary The Key Family Wealth Investment Consultant serves as the senior investment advisor to the Family Wealth National Strategy... ...a valid driver's license. Work Location Category Hybrid (Sales) Compensation and Benefits This position is...SuggestedWork experience placementWork at officeFlexible hoursNight shift- Associated Materials is seeking a Senior Financial Analyst for a hybrid role at our corporate HQ in Ohio. You will lead forecasting, budgeting, and reporting for manufacturing plants and operations, driving efficiency and strong financial performance. A successful candidate...Senior
- CFS in Cleveland, OH is seeking a Senior Financial Analyst to own FP&A modeling, analysis, and strategic reporting for leadership in a... ...-level Excel skills to build complex models and dashboards in a hybrid, full-time role with local Northeast Ohio close collaboration....SeniorFull timeLocal area
- Wellspring, a multi-family office, seeks a Portfolio Manager to lead public markets strategy, trading, and research while partnering closely with the CIO and advisory teams. You will build model portfolios, oversee client onboarding, and translate market views into actionable...SuggestedWork at office
$15k
...and inspire love. Join us! The Senior IT Auditor participates in... ...Stay abreast of and provide consultative input on major change initiatives... ...and able to be on-site for a hybrid work schedule BENEFITS AND... ...insurance to keep you and your family covered - available on day 1...SeniorLocal areaWorldwide$95k - $115k
Benesch, Friedlander, Coplan & Aronoff is seeking a Sr. Financial Analyst to join their Cleveland office. This hybrid position includes responsibilities like preparing and analyzing financial reports, monitoring key performance metrics, and supporting budgeting and forecasting...SeniorWork at office- KeyBank in Cleveland offers a Sr. Risk Analyst role within the General Location: Hybrid in Cleveland, OH. You will own governance and tactical execution of risk frameworks across core treasury receivables and fraud products, coordinating audits and regulatory inquiries...Senior
- The Strategic Implementer is seeking a Financial Advisor to join their team in Independence, Ohio. The position offers a hybrid work model after training and involves leading client meetings, collaborating with teams, and maintaining strong client relationships. Candidates...Senior
$70k - $140k
Summary: The HFA Financial Advisor Senior - Branch partner closely with branch staff to uncover client needs and offer most appropriate... ...for all assigned branches and/or book of business. Provide investment/insurance solutions to customers based on a comprehensive financial...SeniorTemporary workWork at officeRemote workWork from homeFlexible hours$64.2k - $116.4k
...margin improvement and investment decisions. The... ...Business Advisor (EBA) – Senior Associate role, you... ...led and leader-enabled hybrid model. Our expectation... ...Summer breaks, Personal/Family Care, and other leaves... ...in assurance, consulting, tax, strategy and transactions...SeniorContract workWork experience placementSummer holidayWork at officeFlexible hours- PNC invites applications for an Investment Advisor III in its Private Bank based in Cleveland, OH. You will manage client accounts, deliver investment guidance, and implement complex asset strategies while driving growth in assets under management. Role emphasizes risk...SeniorFull time
- Medical Mutual, headquartered in Ohio, is seeking a senior financial analyst to support provider contract negotiations and strategic decision-making. You will partner with Provider Contracting, collaborate with cross-functional experts, and develop complex models to evaluate...SeniorContract work
- ...through financial analysis and continuous monitoring. The ideal candidate should have a degree in finance or accounting and at least a year of experience in commercial credit. The position is hybrid and offers competitive benefits. #J-18808-Ljbffr M&T Bank Corporation
$37.4 - $56.11 per hour
...service to our patients and families commitment to our philosophy... ...Full-time / Benefits Eligible / Hybrid Schedule Location: 1077 Gorge... ...support to operating and senior management, including: cost/benefit... ...healthcare analysis or consulting position Other Skills, Competencies...SeniorDaily paidFull timeTemporary workFlexible hours$77k - $202k
...Description & SummaryThe OpportunityAs a Deals - Financial Due Diligence, Senior Associate, you will provide strategic advice and business... ..., dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit...SeniorFull timeH1b- A respected CPA firm in Cleveland is looking for an experienced Senior Bookkeeper to manage bookkeeping for small and mid-sized business... .... This role offers a stable work environment with hybrid working arrangements and focuses on predictable deadlines without...Senior
- KeyBank is hiring an Investment Banking Associate for KeyBanc Capital Markets in Cleveland.... ...client materials while coordinating with senior bankers. Ideal candidates have 3+ years... ...projects in a fast-paced team setting. Hybrid work with client exposure. #J-18808-Ljbffr...
$80k - $100k
Meaden & Moore is seeking an Audit Senior for its Akron/Cleveland area offices. The Senior Accountant will lead fieldwork on engagements... ...accounting, auditing, and tax engagements. The firm offers a hybrid work environment and competitive compensation with a salary range...Senior- Overview Represent lenders and borrowers in varied and complex financial transactions for private equity funds, family offices, and long-term care investors and providers. Work involves structuring, negotiating, documenting, and closing complex M&A transactions, real estate...SeniorPermanent employment
- Ringside Talent is seeking an Internal Audit Manager in Cleveland, OH for a hybrid role. You will lead planning, execution, and reporting of internal audits across financial, operational, and compliance areas, and present findings to management and the audit committee....Senior
$80k
Brook + Whittle in Cleveland, OH is seeking a Senior Accountant to manage month-end close duties, reconcile ledgers, intercompany accounting... ..., and support internal and external financial reporting. This hybrid role reports to the Corporate Accounting Manager and works with...Senior- Meaden & Moore in Cleveland, Akron, or Wooster is seeking an Audit Senior Accountant to join our growing client service team. You will... ...related experience; CPA preferred but not required. The firm offers hybrid work, comprehensive benefits, and opportunities to shape our...Senior
- ...Job Description We are looking for a Senior FP&A Analyst to work for our client. The ideal candidate aligns with the responsibilities... ..., reporting, and operational decision-making initiatives. This hybrid role will partner closely with finance leadership and business stakeholders...Senior
- Mercer seeks a Senior (Executive) Compensation Consultant to join our Career team. This hybrid role supports clients nationwide and may be based in Chicago, Minneapolis, Indianapolis, Detroit, Cleveland, or Columbus, with in-office presence at least three days a week. You...SeniorWork at office3 days per week
- A professional services company near Cleveland is seeking a Senior Staff Accountant to lead month-end close processes and prepare financial... ..., and be familiar with accounting software. The position offers hybrid flexibility and a comprehensive benefits package, supporting...Senior
- Cohen & Co in Cleveland, Ohio, is seeking an experienced staff member for their Family Office (Business & Accounting) team. The successful candidate will support a high-touch client environment through accounting and operational support across multiple clients. The ideal...SeniorWork at office
- ...will have 5-7 years of litigation experience (non-insurance defense) and strong writing and advocacy skills. This position offers a hybrid work environment with flexibility, and a collegial team culture that values professional growth and mentorship opportunities. #J-18...Senior
- EY’s US P2C Finance group seeks an Engagement Business Advisor Senior Associate to own engagement-level financial activities and provide... ..., and compliance while coordinating across teams in a flexible, hybrid environment. Strong analytic and communication skills are...SeniorFlexible hours
- Huntington Bank in Beachwood, OH seeks a Private Bank Wealth Advisor IV to manage high-net-worth client Wealth Plans, grow assets under... ...provide legendary client service while working across Huntington's private-banking and investment teams. #J-18808-Ljbffr Huntington BankSenior
- Elanco is seeking a Senior Tax Analyst to join our Global VAT team. The role focuses on indirect tax, primarily VAT, and supports multiple... ...VAT reporting and advisory across regions. The position offers hybrid work, close collaboration with external advisors, and...SeniorLocal area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior UHNW Family Wealth Investment Consultant (Hybrid). Be the first to apply!
Related searches
- financial advisor Cleveland, OH
- financial associate Cleveland, OH
- estate planning consultant Cleveland, OH
- associate leveraged finance Cleveland, OH
- financial advisor associate Cleveland, OH
- financial planning associate Cleveland, OH
- financial planning assistant Cleveland, OH
- finance associate Cleveland, OH
- financial counselor Cleveland, OH
- financial planning administrator Cleveland, OH

