Commercial Wealth Strategy Lead

Job Description

• Lead the strategy to increase Wealth engagement and Commercial-to-Wealth attachment across KeyBank’s Commercial Bank portfolio in Cleveland, OH.
• Identify liquidity events, succession planning needs, business transitions, asset monetization opportunities, and wealth transfer strategies.
• Coordinate referrals and joint coverage between Commercial Banking and Wealth teams across Private Banking, BAS, Trust, and Family Office solutions.
• Build and manage the Wealth opportunity pipeline, monitoring referrals, conversion rates, engagement, attachment metrics, and business outcomes.
• Requires a Bachelor's degree in Business, Finance, Economics, or a related field (or equivalent experience), significant financial-services experience, and strong relationship-management and stakeholder-influence capabilities.