[Skip to main content](#main-content) [ OpenNash ](https://opennash.com/) / [Jobs](https://jobs.opennash.com/) [ 01 Search jobs](https://jobs.opennash.com/search/)[ 02 Companies](https://jobs.opennash.com/explore/)[ 03 Hiring report](https://jobs.opennash.com/reports/hiring/)[ 04 AI assistants](https://jobs.opennash.com/connect/)[ 05 How it works](https://jobs.opennash.com/methodology/) KeyCorp · Cleveland, OH # Managing Director, Family Wealth Investments & Advice Cleveland, OH Full-time Director $165,000.00 - $345,000.00 annually Finance & Accounting Listed on KeyCorp’s official careers site. Posted October 29, 2026. Check that it is still open and apply there. [Apply on KeyCorp’s careers site →](https://keybank.wd5.myworkdayjobs.com/External_Career_Site/job/Cleveland-OH/Managing-Director--Family-Wealth-Investments---Advice_R-42545-1) [OpenNash Jobs](https://jobs.opennash.com/) / [KeyCorp](https://jobs.opennash.com/companies/keycorp/) / Managing Director, Family Wealth Investments & Advice ## Job description ### Location 127 Public Square, Cleveland Ohio ### Job Summary The Managing Director of Family Wealth Investments and Advice leads and oversees the management of Ultra High Net Worth (UHNW) clients' investment portfolios. The Managing Director is responsible for providing exceptional financial guidance, driving investment strategies, and ensuring the highest level of client satisfaction. Responsibilities also include the creation, leading and execution of various strategies aimed at developing new business opportunities. This position is a player/coach role that leads a team of experienced UHNW portfolio managers and investment consultants. This is a senior-level position that requires a deep understanding of UHNW clients' unique needs, a strong track record in portfolio management, and excellent leadership abilities. ### Responsibilities Serves on the FW Leadership Team: Contributes to the overall thought leadership in developing a best-in-class Multi Family Office business including a deep understanding of the strengths and weaknesses of leading industry competitors. This role is expected to stay abreast of competitive trends, economic conditions, and regulatory changes to maintain a competitive edge. ### Portfolio Management Develop and implement comprehensive investment strategies for UHNW clients based on their financial goals, risk tolerance, and market conditions. Monitor and optimize portfolios to achieve superior returns while minimizing risks. ### Client Relationship Management Serve as the primary point of contact for UHNW clients, fostering strong relationships built on trust, transparency, and exceptional service. Understand clients' financial objectives, communicate investment strategies effectively, and provide regular updates on portfolio performance. Manage a team of Investment Consultants and Portfolio Strategists that do the same. ### Team Leadership Lead a team of experienced investment consultants, portfolio managers and analysts, providing guidance, mentoring, and support to ensure the delivery of exceptional client experiences. Foster a collaborative and high-performing culture, promoting professional development and knowledge sharing. ### Compliance and Risk Management Ensure compliance with relevant regulatory requirements and internal policies. Mitigate investment risks by implementing robust risk management practices, conducting thorough due diligence, and applying best practices in portfolio construction. ### Business Development Contribute to business growth by identifying opportunities to expand the UHNW client base, deepening existing client relationships, and collaborating with the marketing and sales teams to develop effective strategies. ### Thought Leadership Coordinates with the Investment Center to optimize a thought leadership engine for distributing best-in-class strategies to advisors so they may scale the Family Office experience to the needs of every client. Contribute significantly to expanding the Family Office’s presence through speaking engagements and client-facing events. 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 Qualifications Bachelor's Degree Business Administration, Finance, or related discipline (required) Master's Degree in business administration or related field (preferred) ### Experience Qualifications A minimum of 10 years investment and portfolio management experience (required) Licenses and Certifications Chartered Financial Analyst (CFA) (preferred) Tactical Skills Detailed knowledge of relevant asset classes. Strong communication skills and experience with face-to-face client interactions. Demonstrated ability to work both independently and as part of a team. Personal Skills Collaboration Critical Thinking Persuasion Resilience Practical Skills Analytical Thinking Business Acumen Oral & Written Communication Risk Management ### 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. Travel Occasional travel to include overnight stay. COMPENSATION AND ### BENEFITS This position is eligible to earn a base salary in the range of $165,000.00 - $345,000.00 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 11/09/2026 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, 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. #LI-Hybrid ## At a glance - Posted by the employer: Oct 29, 2026 - First seen by OpenNash: Oct 31, 2026 - Last checked: Oct 31, 2026 - Listed for: 2 days - Location: Cleveland, OH - Employment type: Full-time - Pay: $165,000.00 - $345,000.00 annually[Apply on KeyCorp’s careers site →](https://keybank.wd5.myworkdayjobs.com/External_Career_Site/job/Cleveland-OH/Managing-Director--Family-Wealth-Investments---Advice_R-42545-1) ## Hiring at KeyCorp - Open jobs: 569 - New in the last 7 days: After two weekly collections - Tracked since: Jul 10, 2026 [All KeyCorp jobs](https://jobs.opennash.com/companies/keycorp/) · [Weekly hiring report](/reports/hiring/) ## More jobs at KeyCorp ### [Key Private Bank Family Wealth Investment Consultant](https://jobs.opennash.com/companies/keycorp/jobs/c544ced0a74b3e760994/) Cleveland, OH ### [Lead Finance Analyst - Corporate FP&A](https://jobs.opennash.com/companies/keycorp/jobs/4c56e968d9d1bb020544/) Cleveland, OH ### [M&A Investment Banking Associate](https://jobs.opennash.com/companies/keycorp/jobs/f4a34d93378a8f527f55/) Cleveland, OH ### [2027 Commercial Bank Rotational Analyst Program – Product, Risk & Operations Track](https://jobs.opennash.com/companies/keycorp/jobs/9300c1b8d1c861227d74/) Cleveland, OH ### [2027 Summer Real Estate Capital Internship - Cleveland](https://jobs.opennash.com/companies/keycorp/jobs/3fea0bb5fe47d3c9042a/) Cleveland, OH ## Similar jobs at other companies ### [U.S. Private Bank – Wealth Advisor – Executive Director or Managing Director](https://jobs.opennash.com/companies/jpmorganchase/jobs/6b38090352c71382e798/) JPMorganChase · Chicago, IL, United States ### [Managing Director - International Corporate Banking](https://jobs.opennash.com/companies/huntington-bank/jobs/934890517ede0eba3022/) Huntington Bank · Cincinnati, OH ### [Managing Director - Warehouse Lending](https://jobs.opennash.com/companies/huntington-bank/jobs/a0b671256333dbc7fa8d/) Huntington Bank · New York, NY ### [Managing Director of Data & AI](https://jobs.opennash.com/companies/ntt/jobs/55662f142a209659f2ba/) NTT · Plano, TX, US, United States OpenNash lists jobs from employers’ own careers sites and does not handle applications. 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