As a member of the Key Private Bank (KPB) relationship management team, they represent the local ... , LLM, CTFA, and/or CFP (preferred) Skills * Ability to lead relationship development and ...
As a member of the Key Private Bank (KPB) relationship management team, they represent the local ... , LLM, CTFA, and/or CFP (preferred) Skills * Ability to lead relationship development and ...
As a member of the Key Private Bank (KPB) relationship management team, they represent the local ... , LLM, CTFA, and/or CFP (preferred) Skills * Ability to lead relationship development and ...
As a member of the Key Private Bank (KPB) relationship management team, they represent the local ... , LLM, CTFA, and/or CFP (preferred) Skills * Ability to lead relationship development and ...
Wealth Manager
Seattle, WA · Hybrid
The Wealth Manager may lead, co-lead or support client relationships depending upon size and ... J.D.), tax (esp. CPA, LLM), philanthropy, and family governance. * Certification (Series 65 or ...
Wealth Manager
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The Wealth Manager may lead, co-lead or support client relationships depending upon size and ... J.D.), tax (esp. CPA, LLM), philanthropy, and family governance. * Certification (Series 65 or ...
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The Wealth Manager may lead, co-lead or support client relationships depending upon size and ... J.D.), tax (esp. CPA, LLM), philanthropy, and family governance. * Certification (Series 65 or ...
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Seattle, WA · Hybrid
The Wealth Manager may lead, co-lead or support client relationships depending upon size and ... J.D.), tax (esp. CPA, LLM), philanthropy, and family governance. * Certification (Series 65 or ...
Wealth Manager
Seattle, WA · Hybrid
The Wealth Manager may lead, co-lead or support client relationships depending upon size and ... J.D.), tax (esp. CPA, LLM), philanthropy, and family governance. * Certification (Series 65 or ...
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Job Category Development & Strategy Job Details About Salesforce Salesforce is the #1 AI CRM, where ... Salesforce.com organization and product knowledge is a plus We have a public-facing website that ...
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Serve as the primary client relationship manager for key accounts in a fully remote environment ... Active CPA license required * 7-12+ years of progressive tax experience in public accounting
Quick apply
Serve as the primary client relationship manager for key accounts in a fully remote environment ... Active CPA license required * 7-12+ years of progressive tax experience in public accounting
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Seattle, WA · On-site
You'll build and maintain relationships with key technology, consumer electronics, and smart home ... manage agency relationships and external PR resources as needed. Key job responsibilities
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Seattle, WA · On-site
$150K - $200K/yr
... Senior Tax Manager, CPA to join its leadership team in Seattle, Washington . This is a unique ... Diverse and sophisticated client relationships * Flexible and entrepreneurial culture * Relocation ...
Quick apply
Senior Tax Manager, CPA
Seattle, WA · On-site
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S. and we're proud to carry forward the legacy and relationships of the firms that have joined our ... Who You Are Dower & Associates is hiring an experienced CPA Senior Manager to lead complex tax and ...
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In this role, you will be trusted to manage client relationships, guide project teams, and oversee ... Build and strengthen relationships with municipal and public agency clients through proactive ...
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Public Relationship Manager information
See Renton, WA salary details
$38.8K - $49K
1% of jobs
$49K - $59.2K
7% of jobs
$59.2K - $69.3K
11% of jobs
$74K is the 25th percentile. Wages below this are outliers.
$69.3K - $79.5K
13% of jobs
$79.5K - $89.7K
15% of jobs
The median wage is $91.1K / yr.
$89.7K - $99.9K
23% of jobs
$104.9K is the 75th percentile. Wages above this are outliers.
$99.9K - $110K
10% of jobs
$110K - $120.2K
7% of jobs
$120.2K - $130.4K
5% of jobs
$130.4K - $140.6K
4% of jobs
$140.6K - $150.7K
3% of jobs
$38.8K
$94.1K
$150.7K
How much do public relationship manager jobs pay per year?
What does a public relationship manager do?
Is public relationship manager a high paying career?
Is a public relationship manager a stressful job?
What are some common challenges faced by public relationship managers when handling crisis communications, and how can they be effectively managed?
What are the key skills and qualifications needed to thrive as a public relationship manager, and why are they important?

KeyBank rating
8.2
Based on 99 frontline employees who took The Breakroom Quiz
51st of 170 rated banks
Job description
1301 5th Avenue, Seattle Washington
Job Summary
The Sr Fiduciary Strategist is responsible for fulfilling the fiduciary responsibilities of KeyBank by providing client advisory services to high-net-worth clients and their beneficiaries. As a member of the Key Private Bank (KPB) relationship management team, they represent the local / in market delivery for clients with appropriate revenue and advisory needs. The Sr Fiduciary Strategist proactively collaborates in person with team members to build insights and solutions to attract, retain and grow client relationships. This role is entrusted with the responsibility of delivering the KPB fiduciary mandate to ensure consistent advisory delivery, while managing fiduciary risk.
Essential Functions
- Leads the delivery of fiduciary advice as part of client servicing and execution of client experience.
- Develops a strong understanding of family relationships and the needs of current clients as well as beneficiaries.
- Obtain and reviews and monitors all estate planning documents periodically to ensure that they fit individual client's current circumstances.
- Analyzes and interprets legal instruments to determine duties and responsibilities of bank and to provide well-coordinated estate, tax and financial planning alternatives to meet client's needs.
- Facilitate the estate, tax, and philanthropic planning process for all relationships regardless of whether Key serves as trustee.
- Identifies any potential trust and estate tax-related issues and works with the client and external advisors to resolve.
- Collaborate with external client advisors (attorneys, accountants, etc.) to deliver advice.
- Be in close proximity to the Relationship Management Team to identify and prioritize opportunities to deepen relationships.
- Identifies Investment Management and Trust Opportunities as well as any other banking, lending or insurance needs.
- Assess client revenue opportunity based on complexity and service required. Actively participate in pricing conversations for new KPB opportunities and proactively seek opportunities to reduce discounts on existing client pricing to move revenue closer to the national schedule.
- Leads the onboarding process for new clients in partnership with the Relationship Team
- Demonstrate community leadership through active participation on boards and professional organizations.
- Responsible for engaging appropriate fiduciary partners to support administration or expertise in the delivery of client advice.
- If appropriate, function as the lead contact on a client relationship while engaging a Relationship Manager to ensure a complete and positive client experience.
- Responsible for retaining and deepening the relationship with a client, including the next generation.
- Responsible contributing to the development of the annual client plan and actively participating in the execution.
- Shares intellectual capital with the Relationship Management Team as part of the pre-call and weekly sales meeting.
- Fulfills Key's fiduciary responsibilities with utmost adherence to all internal fiduciary policies and procedures, regulatory and legal requirements.
- Assumes accountability for all delegated fiduciary administrative work on assigned accounts.
- Advises relationship managers and all other partners on all internal fiduciary issues.
- Work closely with Sales Leader, Regional Trust Director and local team members on pricing, client service, compliance and litigation issues, as needed and appropriate.
- 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 or equivalent experience (preferred)
- Master's Degree , JD, or other advanced degree (preferred)
Work Experience
- Minimum of 10 years of client advisory experience to ultra-affluent business owners; tax or legal services to clients regarding trust and fiduciary matters, and in trust administration or fiduciary advisory services or equivalent work experience (required)
- Demonstrated fiduciary experience (required)
- Experience working with high-net-worth clients (required)
- Demonstrated agility working with local Private Banking Teams, Commercial Bankers and Investment Bankers (preferred)
Licenses and Certifications
- CPA, LLM, CTFA, and/or CFP (preferred)
Skills
- Ability to lead relationship development and engagement for beneficiaries.
- Demonstrates awareness of state specific estate and tax planning issues.
- Demonstrates experience working directly and independently with clients and families with a broad array of estate and financial planning issues which often arise with wealthy clients (including but not limited to distribution planning, philanthropic goals and tools, retirement planning)
- Maintains deep expertise in fiduciary, investment, tax, and other related wealth issues by keeping current as to estate and tax law changes through legal education opportunities.
- Anticipates and mitigates risk on assigned accounts.
- Administers complex accounts with a proactive, disciplined, consistent and comprehensive approach.
- Fosters close business relationships to develop client loyalty and new business opportunities.
- Self-motivated, goal and results driven.
- Demonstrated ability to be accountable for a process and/or delivery from end to end
Core Competencies
- All KeyBank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies.
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.
Driving Requirements
- Ability to routinely and frequently operate a motor vehicle with a valid driver's license.
COMPENSATION AND BENEFITS
This position is eligible to earn a base salary in the range of $94,000.00 - $175,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives.
Please click here for a list of benefits for which this position is eligible.
Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.
Job Posting Expiration Date: 08/20/2026KeyCorp 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 HR_Compliance@keybank.com.
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About KeyBank
Sourced by ZipRecruiter
Key is one of the nation's largest bank-based financial services companies. Key provides deposit, lending, cash management, insurance, and investment services to individuals and businesses in 15 states under the name KeyBank National Association through a network of more than 1,200 branches and more than 1,500 ATMs. Key also provides a broad range of sophisticated corporate and investment banking products, such as merger and acquisition advice, public and private debt and equity, syndications, and derivatives to middle market companies in selected industries throughout the United States under the KeyBanc Capital Markets trade name.
Industry
Banking and credit intermediation
Company size
10,000+ Employees
Headquarters location
Cleveland, OH, US
Year founded
1849