Location:

4900 Tiedeman Road - Brooklyn, Ohio 44144-2302

ABOUT THE JOB (JOB BRIEF)

The Trust Team Manager manages a group of trust professionals that are focused on professional quality administration with emphasis on high technical competence and client service to ensure that needs of High Net Worth clients and beneficiaries are met.  Confidentiality and privacy of client information is paramount.  The role will have leadership responsibility for a team of Officers, Analysts and/or Associates/Assistants.

Fulfills fiduciary responsibilities of KeyBank by providing expert administration and counsel to High Net Worth clients and beneficiaries. Actively manages trust relationships, in accordance with established policies and procedures, to a high professional standard. Retains and deepens profitable client relationships within assigned revenue base.

ESSENTIAL JOB FUNCTIONS

The role of the Trust Team Manager is to act as a player coach to the Private Bank specialty trust team to develop a holistic understanding of each client’s needs, engaging the appropriate resources to provide solutions to meet those needs through:

Leadership

Serves as on-site business lead for urgent matters in cases where functional management is remoteSupports business objectives through active advocacy and behavioral adoptionPromotes professional team atmosphere that encourages open expression of ideas and opinions leading to successful sales environmentManages and promotes consistent integration of critical fiduciary processes and systems into the team to maximize resource utilization, efficiency and return on investment. Coordinates, promotes and enhances working relationships with Portfolio Management, Legal, Relationship Managers and Operations for effective delivery of client services within the team.

Fiduciary Expertise

Maintains deep expertise in fiduciary, investment, tax, and other related wealth issuesDesigns and delivers sophisticated fiduciary solutions, using relationship team model, to high net worth clients with complex financial needsFulfills Key’s fiduciary responsibilities, ensuring retention of business and reputationAdvises partners on internal fiduciary issues

Trust Administration

Guides and influences the administration of fiduciary accountsAnalyzes and interprets legal instruments to determine duties and responsibilities of bankCollaborates with Fiduciary Management to prevent and resolve fiduciary issues. Applies sound fiduciary judgment to trust mattersProvides guidance to staff on complex issues

Client Management

Provides guidance to other members of the client service team that is proactive and relevantAnticipates and advises clients on evolving financial goals and objectives

Compliance

Exerts managerial control to ensure compliance with all internal policies and procedures, as well as regulatory and legal requirements on individual book of business and assigned team.  Assumes responsibility for the timely resolution of Compliance-related issues on team-assigned fiduciary accounts. Assumes accountability for all delegated work on assigned accounts

Reputation

Meets and engages with clients, prospective clients, attorneys, accountants, consultants, and co-fiduciariesFosters close business relationships to develop client loyalty and new business opportunitiesCreates and executes on opportunities to showcase as subject-matter-expert presenterEnhances Key’s reputation with high net worth individuals and their influencersDevelops and maintains knowledge of Key’s investment process and resultsParticipates in KeyCorp’s commitment to community

Sales

Participates in the closing of new business as needed. Coaches team members to a level of outstanding to support the relationship team on the referral of new business. Pro-actively communicates with clients, prospective clients, attorneys, accountants, consultants, and co-fiduciaries, fostering business relationships to develop new business referrals and to enhance Key Private Bank's image.

Human Capital Leadership

Acquires and builds bench strength, including the development of strategic sourcing strategies, appropriate employee development and business training.Creates a positive work environment, establishes high standards for work quality and provides opportunities for career growth and job satisfaction in order to develop and retain a highly trained and motivated staff.Builds an effective, cohesive team based upon integrity and application of Key Values.Establishes and tracks performance objectives for team members; manages and evaluates staff performance to established objectives and differentiates performance.Oversees administrative requirements for the team.

REQUIRED QUALIFICATIONS

A minimum of 10 years of trust administration and fiduciary advisory services or its equivalentUndergraduate degree in business related field or equivalent experienceAdvanced degree or Certified Trust and Financial Advisor preferredAbility to advance business success of his/her sales and client servicing team through personal contributionCompletion of Cannon Trust Schools I, II and III or equivalent knowledge from other industry training or equivalent experience preferred

PREFERRED QUALIFICATIONS

Professional Designation preferred – JD, CPA, LLM, CTFA, CFP, CWS or advanced degree as appropriateDemonstrated proficiency and effectiveness in client service skills (including handling client/prospect and Center of Influence (COI) inquiries and relationships), communication skills (including verbal, phone and written), and problem resolution skills.Demonstrated proficiency and effectiveness in organizational skills including the ability to balance multiple requests and prioritize tasks in an efficient manner or order to support multiple people.Ability to interact effectively and collaboratively in a team environment.Ability to work, make decisions and manage client relationships independently while managing competing priorities.Ability to multi-task, quickly change direction and have an independent work ethic.Ability to exercise discretion due to accessing and handling highly sensitive information.Demonstrated attention to detail.Ability to learn and use proprietary software, databases and systems.Proficient in all Microsoft Office Applications

COMPETENCIES/SKILLS

Developing Direct Reports - Provides challenging and stretching tasks and assignments; holds frequent development discussions; is aware of each direct report’s career goals; constructs compelling development plans and executes them; pushes direct reports to accept developmental moves; will take direct reports who need work; is a people builder.

Building Effective Teams - Blends people into teams when needed; creates strong morale and spirit in his/her team; shares wins and successes; fosters open dialogue; lets people finish and be responsible for their work; defines successes in terms of the whole team; creates a feeling of belonging in the team.

Motivating Others - Creates a climate in which people want to do their best; can motivate many kinds of direct reports and team or project members; can assess each person’s hot button and use it to get the best out of him/her; pushes tasks and decisions down; empowers others; invites input from each person and shares ownership and visibility; make each individual feel his/her work is important; is someone people like working for and with.

Business Acumen - Know how businesses work; knowledgeable in current and possible future policies, practices, trends, and information affecting his/her business and organization; knows the competition; is aware of how strategies and tactics work in the marketplace.

Customer Focus – Dedicated to meeting the expectations and requirements of clients; gets first-hand customer information and uses it for improvements in products and services; acts with customers in mind; establishes and maintains effective relationships with customers and gains their trust and respect.

Peer Relationships - Can quickly find common ground and solve problems for the good of all; can represent his/her own interests and yet be fair to other groups; can solve problems with peers with a minimum of noise; is seen as a team player and is cooperative; easily gains trust and support of peers; encourages collaboration; can be candid with peers.

Drives for Results - Can be counted on to exceed goals successfully; is constantly and consistently one of the top performers; very bottom-line oriented; steadfastly pushes self and others for results.

Creativity Ability to develop new and unique ideas and tends to be seen as original and value-added in brainstorming settings.

Functional / Technical Skills - Has the functional and technical knowledge and skills to do the job at a high level of accomplishment.

Intellectual Horsepower - Is bright and intelligent; deals with concepts and complexity comfortably; described as intellectually sharp, capable, and agile.

Problem Solving – Uses rigorous logic and methods to solve difficult problems with effective solutions; probes all fruitful sources for answers; can see hidden problems; is excellent at honest analysis; looks beyond the obvious and doesn’t stop at the first answers.

Presentation Skills - Is effective in a variety of formal presentation settings; one-on-one, small and large groups, with peers and superiors, clients, prospects and centers of influence; is effective both inside and outside the organization, on both cool data and hot and controversial topics; will show and project confident, caring demeanor in client settings to enhance overall client experience; can change tactics midstream when something isn’t working.

Strategic Agility – Can quickly understand and embrace corporate and line of business initiatives and changes and can confidently represent KPB internally among teammates and externally among clients, prospects and centers of influence.

Interpersonal Savvy - Relates well to all kinds of people, up, down, and sideways, inside and outside the organization; builds appropriate rapport; builds constructive and effective relationships; uses diplomacy and tact; can diffuse even high-tension situations comfortably.

EQUIPMENT USED/PHYSICAL REQUIREMENTS

Trust Accounting System, Quest, Salesforce, various web-based platforms, and Microsoft OfficeOffice equipment

TRAINING REQUIRED

Cannon Level I, II or III or equivalent preferredOn the job and as required to maintain licenses and certifications

WORKSPACE CATEGORY

Office-Based/Assigned teammates primarily work from their designated Key location (at least 4 days a week), but they have the flexibility to work remotely on occasion.

Job Posting Expiration Date: 09/07/2025

KeyCorp 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, disability or veteran status.

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.