Teams at KeyBank

The Institutional Advisor is responsible for managing investment relationships with various institutional clients, focusing on client acquisition, portfolio construction, and delivering tailored investment solutions.

Provide client-facing financial service transactions and support, identify financial wellness opportunities, educate clients on digital channels, meet activity and sales goals, maintain compliance and cash-handling, collaborate with branch team, and perform occasional outreach and branch duties including weekend work.

Analyze balance sheets and income statements, research general ledger variances, reconcile accounts, manage accruals/amortizations, support month-end close, ensure GAAP compliance, respond to audit requests, and act as liaison between Financial and Servicing Operations.