Regional Consultant – Special Services

KeyBank

Regional Consultant managing custodial services for institutional clients across corporate, ERISA, government, and nonprofit sectors. Delivering special servicing advice and solutions with a focus on client expansion.

Posted 4/14/2026full-timeCleveland • Connecticut, New York, Ohio • 🇺🇸 United StatesSeniorLead💰 $71,000 - $125,000 per yearWebsite

About the role

Key responsibilities & impact

Manage a portfolio of clients for custodial services, including benefit payments.
Partner with Institutional Advisors on new special servicing opportunities in the markets (corporate, ERISA, government, and nonprofit).
Serve as regional sales support and client advisory support with travel required as needed.
Support client expansion efforts by identifying and delivering solutions tailored to client needs.
Responsible for delivering service and advice, including both custody and benefit payments.
Ensure accurate, superior, and proactive service delivery in accordance with governing documents, policies, and regulatory requirements.
Partner with Philanthropic Consultants to deliver special services, reporting, and solutions for nonprofit client acquisition and servicing.
Foster and maintain strong client relationships, acting as a trusted advisor and advocate.
Serve as a mentor to others on the team, further enhancing their consulting and advisory capabilities.
Conduct regular client reviews and solicit feedback to enhance service delivery and identify new opportunities.
Retain and expand client relationships through consultative engagement and proactive solutions.
Ensure all client relationships are managed in compliance with organizational policies, procedures, and regulatory requirements.
Analyze and interpret legal documents for client relationships and apply sound fiduciary judgment.

Requirements

What you’ll need

Bachelor’s degree in business, finance, accounting, or related field.
A minimum of 10 years of experience in institutional banking, trust/custody administration, or investments.
Experience managing complex custody relationships.
Strong analytical, communication (oral and written), interpersonal, and problem resolution skills.
Working knowledge of custodial services and benefit payment processing.
Familiarity with regulatory requirements and compliance standards.
Strong PC skills, especially Excel, Word, and PowerPoint.

Benefits

Comp & perks

Eligible for incentive compensation which may include production, commission, and/or discretionary incentives.
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.

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

custodial servicesbenefit payment processinginstitutional bankingtrust administrationinvestmentscomplex custody relationshipsregulatory compliancefiduciary judgmentanalytical skillsproblem resolution

Soft Skills

communication skillsinterpersonal skillsclient relationship managementconsultative engagementmentoringservice deliveryproactive solutionsclient advisory supportfeedback solicitationtrust advisor