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Portfolio Management Team Manager, Ultra-Affluent Segment; Key Private Bank
About Key:
Cleveland-based KeyCorp is one of the nation's largest bank-based financial services companies, with assets of approximately $97 billion. Key companies provide investment management, retail and commercial banking, consumer finance, and investment banking products and services to individuals and companies throughout the United States and, for certain businesses, internationally. The company's businesses deliver their products and services through branches and offices; a network of 1,439 ATMs; telephone banking centers 1-800-KEY2YOU® (1-800-539-2968); and a website, Key.com®, that provides account access and financial products 24 hours a day.
ABOUT THE JOB:
Reporting to the KPB Director of Portfolio Management, the Ultra Affluent PM Team Manager is responsible for managing a team of experienced Portfolio Managers and support staff in directing client management activities, consistently executing Key Private Bank's investment philosophy and strategy and rigorously adhering to compliance mandates. In addition, the Team Manager will have responsibility for maintaining and growing a portfolio of clients and participating in the development of KPB's investment management process. All activities to be conducted within the framework of KPB's team oriented relationship model.
ESSENTIAL JOB FUNCTIONS:
-Leads, challenges and develops portfolio managers and related support staff in the ultra affluent segment of KPB in the achievement of individual job performance goals and objectives through active management, interaction, oversight and the conduct of mid-year and year-end job performance appraisals for all team members.
-Manages a portfolio of existing clients in the achievement of their investment goals through adherence to KPB's investment philosophy and strategy.
-Supports the business development efforts of the ultra affluent portfolio management team of KPB by participating actively in the sales process and in the attainment of annual business development goals as specified.
-Actively participates in the investment management process of KPB through membership in its various teams and committees and through the achievement of relevant measures of their success.
-Promotes the Key Values of Teamwork, Respect, Accountability, Integrity and Leadership within the existing relationship model of the ultra affluent segment of KPB, within KPB and KeyCorp.
-Rigorously adheres to KPB and KeyCorp compliance mandates and ensure that all team members do the same through timely completion of all compliance testing and other requirements.
REQUIRED QUALIFICATIONS:
· 10+ years experience in the management and development of portfolio managers serving high net worth clients.
· 10+ years experience managing portfolios for an ultra affluent clientele.
· Undergraduate Degree in business or related field, or equivalent professional experience.
· MBA and/or CFA preferred, or progress towards an advanced degree or professional certification.
· Proficiency in personal computing skills and various office management, financial information and accounting software systems.
· Ability to work as part of an integrated sales and client servicing team.
· Demonstrated track record of sales and investment performance success.
Life at Key is exciting, challenging, and rewarding. Just as we help our customers reach their financial goals, we're committed to helping you achieve your personal and professional goals. We offer competitive compensation and comprehensive benefits that will help you fulfill a healthy work/life balance.
For more information about KeyBank and to complete an online application and submit your resume, go to www.key.com/careers and search "Portfolio Management" and locate job id #99979207.
KeyCorp is an equal opportunity employer M/F/D/V. We're proud to be one of DiversityInc magazine's "Top 50 Companies for Diversity" in 2009.