KPB Lead Institutional Advisor

Job Listing ID:

4495163

Job Title:

KPB Lead Institutional Advisor Application Deadline:

Open Until Filled

Job Location:

Portland

Date Posted:

05/20/2026

Hours Worked Per Week:

Not Provided Shift:

Not Provided Duration of Job:

Either Full or Part Time, more than 6 months You may contact this employer directly. (Obtain the contact information to print or add to your jobs.)

Job Summary:

Location:

1301 5th Avenue, Seattle Washington Job Summary The Institutional Advisor develops and manages investment management and fiduciary relationships with non-profit, public, corporate, and government clients. This role is responsible for new client acquisition, prospect development, and investment sales across designated markets and business segments. The Advisor partners with the IA Investment Team on portfolio construction and investment solution delivery, collaborates with local Key Private Bank (KPB) markets to execute IA strategy, and works with Specialized Services and Philanthropic Consultants to address specific client needs. Relationship management is central to this role, with a focus on broadening and deepening client relationships and delivering exceptional client service. Essential Functions Lead new client acquisition, prospect development, and investment sales in assigned markets. Manages a book of business of Institutional Investment clients. Engage with local Key Private Bank markets to develop and execute IA strategy. Identify and cultivate opportunities within assigned markets and business segments. Partner with the IA Investment Team to design and implement customized portfolios. Support delivery of investment solutions and ensure alignment with client objectives. Coordinate and deliver all client reviews with Institutional colleagues (Investment, Philanthropic and Specialized Services). Serve as the primary point of contact for external sales opportunities, mastering effective outreach and prospect qualification. Deliver holistic solutions that integrate philanthropic planning, trust services, and other specialized offerings. Partner with Specialized Services and Philanthropic Advisors to serve clients with complex or specific needs. Broaden and deepen existing client relationships by understanding client needs and delivering tailored solutions. Manage client service delivery, ensuring a proactive and high-touch client experience. Collaborate with Private Bank Relationship Managers and other team members to execute client strategies and meet sales goals. Provide ongoing contact with new and existing clients to enhance their experience and uncover additional opportunities. Regularly seek client feedback and referrals to expand business reach. 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 (accounting, finance, economics, or related) (preferred) OR equivalent experience (required) Work Experience A minimum of 10 years of institutional banking, investment management/consulting, or trust experience, with successful sales management. (required) Skills Demonstrated ability to balance sales focus with exceptional client service. Effective management and delivery of results in a matrixed organization. Proven ability to acquire new clients and develop prospects.

Investment Acumen:

Strong understanding of investment products, portfolio construction, and OCIO models. Exceptional interpersonal skills with a track record of deepening client relationships and delivering high-touch service.