About this role
Senior Fiduciary Strategist at Keybank. Location: Toledo, Ohio, United States. Role: advising clients, managing accounts, collaborating advisors Requirements: 10+ years client advisory and fiduciary experience with high‑net‑worth clients; strong estate, tax and trust knowledge; ability to analyze legal instruments and collaborate with external advisors. Category: Finance and Accounting Seniority: Senior Level Certifications: cpa, llm, ctfa, cfp Commitment: Full Time Workplace: Hybrid Languages: English