KeyBank
Chicago, IL
Location: 227 West Monroe Street, Chicago Illinois Job Summary The Senior Fiduciary Advisor plays a pivotal role in delivering expert fiduciary guidance and strategic wealth planning to Ultra High Net Worth (UHNW) clients (net worth > $25MM) and their beneficiaries. As a senior member of the Family Wealth relationship management team, this individual leads the delivery of complex fiduciary services, ensuring compliance, innovation, and a premier client experience. The Senior Fiduciary Advisor serves as a key relationship steward, trusted advisor, and internal thought leader, driving excellence in fiduciary strategy and execution. Essential Functions Provide advanced fiduciary counsel as part of a comprehensive wealth management strategy. Navigate complex family dynamics and multigenerational planning needs with discretion and insight. Evaluate estate planning documents and legal instruments to ensure alignment with client objectives and evolving laws....

