Mid Level Private Wealth Management Specialist Jobs
Mid level private wealth management specialist jobs go to professionals ready to own client portfolios end to end, guide junior staff, and shape investment strategies with minimal oversight. Roles are concentrated across Banking & Financial Services, Investment & Asset Management, and Fintech, with a mix of on-site, remote, and hybrid settings, and employers like Goldman Sachs, Regions Bank, and Huntington National Bank hiring at this level now.
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Showing 5 of 28+ Mid Level Private Wealth Management Specialist jobs
Location:
4900 Tiedeman Road, Brooklyn OhioABOUT THE JOB (JOB BRIEF):
Manages and constructs investment portfolios in accordance with client investment goals and objectives. Advises clients on appropriate strategies and constructs and customizes portfolios according to client needs or preferences. Maintains a high level of collaboration with relationship team to provide effective strategies, solutions and optimal levels of service that exceeds client expectations. Position is expected to offer the complete breadth and depth of the Wealth Segment suite of capabilities. Position may manage Portfolio Advisor Associates and/or mentor less experienced Portfolio Managers. This position collaborates and performs as part of the relationship management team to assure that the Wealth Segment goals are met by executing the client strategy.
ESSENTIAL JOB FUNCTIONS:
Manages investment accounts of a large and complex nature with discretionary latitude for advising, planning and executing investment strategies. Evaluates client goals and objectives, contributes to team development of relationship strategy and constructs investment portfolios to execute strategy. Reviews and structures investment portfolios in accordance with client objectives and investment policy, initiates investment programs and executes appropriate transactions consistent with investment strategy. Advises clients and executes investment strategies consistent with the Principals of an open architecture platform. Pursues and implements broad asset allocation strategies consistent with the Wealth Segment's investment strategy guidance. Reviews portfolios to analyze investment performance. Maintains compliance with all internal policies and procedures. Maintains deep expertise in financial markets and other related areas while also participating on or contributing to various investment committees. Has the knowledge and ability to manage investment portfolios within a fiduciary framework. Assists the relationship management team in the development of investment policy and strategy. Actively engages with the relationship management team in relationship reviews and offer ideas and strategies to actualize client aspirations and further position Key as the client's trust advisor. Interfaces with other Wealth Segment advisors and sales team members as necessary to provide exemplary service to the client. Provides timely feedback to the Relationship Manager regarding important/critical events and/or discussions that occur with the client. Confers with clients other advisors to provide advice relating to asset allocation and the execution of overall investment strategy. Works within the relationship management team to introduce existing clients to the breadth and depth of products and services of the Wealth Segment, showcasing capabilities to further business development objectives. Is well versed in and can articulate the competitive advantages of the Key Private Bank platform and process as a portfolio advisor. Responsible for either meeting or exceeding assigned individual sales goals which can include expanding existing client business, referrals and or new business growth. In conjunction with other members of the relationship team, meets and communicates with clients, prospective clients, and centers of influences, fostering business relationships to develop new business referrals and to enhance the Community Bank's image.
REQUIRED QUALIFICATIONS:
- Undergraduate degree in a business-related field
- A minimum of 5 years of experience in the investment management field
- Excellent interpersonal and communications skills (both written and verbal)
- Strong client focus
- Strong presentation skills
- Ability to work as part of a sales and client servicing team
- Experience and proven success in an open architecture environment
- Progress towards advanced degree or professional certification
- Demonstrated track record of sales success
- Experience managing a high-net-worth book of business
- Ability to use: office equipment, Trust accounting system and portfolio management system
COMPENSATION AND BENEFITS
This position is eligible to earn a base salary in the range of $63,000.00 - $96,000.00 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: 12/31/2026 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
Location:
4900 Tiedeman Road, Brooklyn OhioABOUT THE JOB (JOB BRIEF):
Manages and constructs investment portfolios in accordance with client investment goals and objectives. Advises clients on appropriate strategies and constructs and customizes portfolios according to client needs or preferences. Maintains a high level of collaboration with relationship team to provide effective strategies, solutions and optimal levels of service that exceeds client expectations. Position is expected to offer the complete breadth and depth of the Wealth Segment suite of capabilities. Position may manage Portfolio Advisor Associates and/or mentor less experienced Portfolio Managers. This position collaborates and performs as part of the relationship management team to assure that the Wealth Segment goals are met by executing the client strategy.
ESSENTIAL JOB FUNCTIONS:
Manages investment accounts of a large and complex nature with discretionary latitude for advising, planning and executing investment strategies. Evaluates client goals and objectives, contributes to team development of relationship strategy and constructs investment portfolios to execute strategy. Reviews and structures investment portfolios in accordance with client objectives and investment policy, initiates investment programs and executes appropriate transactions consistent with investment strategy. Advises clients and executes investment strategies consistent with the Principals of an open architecture platform. Pursues and implements broad asset allocation strategies consistent with the Wealth Segment's investment strategy guidance. Reviews portfolios to analyze investment performance. Maintains compliance with all internal policies and procedures. Maintains deep expertise in financial markets and other related areas while also participating on or contributing to various investment committees. Has the knowledge and ability to manage investment portfolios within a fiduciary framework. Assists the relationship management team in the development of investment policy and strategy. Actively engages with the relationship management team in relationship reviews and offer ideas and strategies to actualize client aspirations and further position Key as the client's trust advisor. Interfaces with other Wealth Segment advisors and sales team members as necessary to provide exemplary service to the client. Provides timely feedback to the Relationship Manager regarding important/critical events and/or discussions that occur with the client. Confers with clients other advisors to provide advice relating to asset allocation and the execution of overall investment strategy. Works within the relationship management team to introduce existing clients to the breadth and depth of products and services of the Wealth Segment, showcasing capabilities to further business development objectives. Is well versed in and can articulate the competitive advantages of the Key Private Bank platform and process as a portfolio advisor. Responsible for either meeting or exceeding assigned individual sales goals which can include expanding existing client business, referrals and or new business growth. In conjunction with other members of the relationship team, meets and communicates with clients, prospective clients, and centers of influences, fostering business relationships to develop new business referrals and to enhance the Community Bank's image.
REQUIRED QUALIFICATIONS:
- Undergraduate degree in a business-related field
- A minimum of 5 years of experience in the investment management field
- Excellent interpersonal and communications skills (both written and verbal)
- Strong client focus
- Strong presentation skills
- Ability to work as part of a sales and client servicing team
- Experience and proven success in an open architecture environment
- Progress towards advanced degree or professional certification
- Demonstrated track record of sales success
- Experience managing a high-net-worth book of business
- Ability to use: office equipment, Trust accounting system and portfolio management system
COMPENSATION AND BENEFITS
This position is eligible to earn a base salary in the range of $63,000.00 - $96,000.00 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: 12/31/2026 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.
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Mid Level Private Wealth Management Specialist Jobs: Frequently Asked Questions
How do I get a mid level private wealth management specialist job?
Position your existing experience around measurable outcomes: client assets retained, portfolios grown, or relationships deepened. Highlight technical competencies like financial planning software, risk analysis, and regulatory compliance. Applications that demonstrate independent client management and comfort with complex financial instruments stand out most. Tailor your resume to show ownership, not just task completion, and emphasize the breadth of client types you have served.
Which companies hire mid level private wealth management specialists?
Companies hiring mid level private wealth management specialists right now include Goldman Sachs, Regions Bank, and Huntington National Bank, based on current listings on Migrate Mate as of November 2026. At this level, hiring comes from a broad range of employers, including regional wealth advisory firms, national brokerage houses, private banks, and family office operations looking for professionals who can manage client relationships with limited supervision.
Are there remote mid level private wealth management specialist jobs?
Yes, though client-facing responsibilities mean fully remote roles are less common than in other fields. About 27% of mid level private wealth management specialist openings are remote or hybrid as of November 2026, with hybrid arrangements being the most prevalent. Many employers offer schedule flexibility while still expecting regular in-person client contact, particularly for portfolio reviews and onboarding meetings.
How do I move up to a mid level private wealth management specialist role?
Moving into a mid level role requires building a record of independent client ownership, not just supporting senior advisors. Over your first few years, focus on deepening expertise in portfolio construction, tax-efficient investing, and estate planning basics. Taking on progressively larger books of business, earning credentials like the CFP or CFA, and demonstrating the ability to retain clients through market volatility are the clearest signals that you are ready to operate at the mid level.
Which industries hire the most mid level private wealth management specialists?
Mid Level private wealth management specialist roles concentrate in Banking & Financial Services, Investment & Asset Management, and Fintech, based on current listings on Migrate Mate as of November 2026. These sectors drive hiring at this level because their client bases, including high-net-worth individuals, business owners, and retirees, require dedicated specialists who can provide ongoing, personalized financial guidance rather than transactional advice.