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Provide investment advice and financial planning to mass-affluent clients ($50k+), grow relationships and referrals, meet sales and referral goals, cross-sell bank products, mentor branch staff, coordinate investment product delivery, and maintain compliance with bank policies.

Provide investment advice and financial planning to mass-affluent clients ($50k+ assets), grow and expand relationships ($250k–$2M target), cross-sell bank products, achieve sales and referral goals, partner with branch staff and Centers of Influence, deliver investment product delivery and branch coaching, and comply with KeyBank policies.

Provide investment advisory services to mass-affluent clients ($50K+), build and expand client relationships, deliver comprehensive financial plans, meet sales and referral goals, coordinate investment product delivery with branch teams, and develop center-of-influence partnerships to drive cross-sell opportunities.

Provide investment advice and financial planning to mass-affluent clients, grow and expand client relationships, meet sales and referral goals, cross-sell bank products, partner with branch teams and centers of influence, coordinate investment product delivery, and mentor branch personnel while maintaining required licenses and compliance.

Provide investment services and financial planning to mass-affluent clients ($50K+; $250K–$2M target), grow and expand relationships, cross-sell bank products, meet sales and referral goals, coordinate investment delivery with branch teams, mentor branch staff, and develop centers of influence.

Supports Private Client Advisors in delivering investment products and financial wellness solutions to mass affluent clients. Provides client service, identifies referral opportunities, conducts needs-based financial planning, supports consultative sales, develops banking partnerships, and helps achieve sales and revenue goals. The role operates in a branch environment, requires required FINRA and insurance licenses, and may involve driving between locations.

Provide investment services and financial planning to mass affluent clients ($50k+ assets), grow relationships, cross-sell bank products, meet sales and referral goals, coordinate investment product delivery with branch teams, and coach branch personnel while complying with KeyBank policies.

Provides in-branch financial service transactions, cash handling, client issue resolution, and personalized financial wellness guidance. Builds and deepens client relationships through proactive conversations, referrals, calling, networking, and product recommendations. Educates clients on banking products and digital platforms, meets sales and service goals, follows compliance and security procedures, maintains cash drawer accuracy, and collaborates with branch teammates. The role may require Saturday work and driving between multiple branch locations.

Advance the cyber threat intelligence program by collecting and analyzing threat data, producing strategic forecasts and executive briefings, assessing control gaps, and translating cyber, geopolitical, financial services, and emerging technology risks into business decisions. The role supports incident response, risk prioritization, threat hunting, vulnerability management, exercises, intelligence sharing, stakeholder engagement, and mentorship of junior analysts.

Administer and enhance enterprise data security platforms, including SecuPi, while implementing access controls, masking, encryption, tokenization, monitoring, classification, and DLP across databases, cloud platforms, applications, and AI services. The role integrates security tools with IAM, PAM, SIEM, SOAR, and monitoring systems; troubleshoots complex environments; develops automation; investigates anomalous access; supports audits and incidents; and partners with infrastructure, cloud, database, application, privacy, and governance teams.