KeyBank

Financial Planning and Analysis

• Assisting the KIS Sales Force in achieving sales goals, customer service, business growth and client retention
• Primary contact for clients when their licensed representative is unavailable
• Accepting or assisting with daily activities including heavy trade volume requests from clients and sales force, timely and with a high degree of accuracy
• Follow up on all order executions for payment and remittance as required
• Accepting and processing of client account maintenance requests from the sales force and clients
• Reviewing client requests, accounts and determining appropriate resolution
• Recognize and report sales opportunities
• Client contact regarding Required Minimum Distributions
• Develop and maintain strong working relationship with clients, sales force and team members
• Perform marketing-related activities to promote business growth
• Contacting KIS clients for review of accounts and issue resolution
• Cross train and back up on various functions within the Service and Support teams
• Project involvement and/or assignments from management as required

Investment Associate – FINRA Registered

• Analysts on the Public Finance team are expected to build their basic skills in analyzing, structuring, and executing transactions
• Responsible for performing industry research and preparing pitches, management presentations, and other written materials as well as performing financial and bond modeling
• Team member in support of business unit goals and objectives
• Continue developing basic skills in analyzing, structuring, and executing transactions while improving business expertise and technical analysis
• Actively participate in client planning sessions
• Research and analyze data, preparing and presenting analytical information
• Focused on product transactions/executions as opposed to sales originations
• Majority of time is spent on the basic work related to financings
• Financial and bond modeling
• Responsible for general departmental office functions, administrative support for bankers, production of sales/marketing materials, and other office management tasks
• Partnering with sales/product team members, responsible for performing industry research, preparing pitch, management presentations, and other written materials using analytical skills
• Analysts are not assigned new business responsibilities and have limited/no client contact
• Performs other duties as assigned

Public Finance Analyst, Healthcare

• Develop and execute a strategic business development plan
• Build and manage a pipeline of prospects
• Lead client relationship management efforts
• Source, evaluate, and structure corporate finance transactions
• Drive deal execution, including pitching, structuring, negotiating, and closing transactions
• Maintain deep knowledge of industry trends and financial products

Director, Corporate Banking – Native American Financial Services

Compliance

• Participate on a team working with management to develop policies and procedures that ensure compliance with applicable laws and regulations
• Lead compliance projects and provide guidance to less experienced Compliance Analysts
• Support a function, product, or process to ensure adherence to all required rules and regulations
• Resolve complex problems or transactions, often owning one or more processes, reports, or procedures and serving as a subject matter expert on cross-functional projects
• Conduct risk-based monitoring and evaluation activities including assessments, testing, analysis, and reporting
• Demonstrate working knowledge of banking/consumer compliance regulations and laws, and apply this to risk management strategies
• Use data analysis tools to assess risks and evaluate controls for weaknesses or gaps
• Document testing results in concise management reports and escalate significant risks
• Review policies and procedures for consistency with current banking and securities regulations
• Identify process improvement opportunities and provide control advisory services
• Develop and maintain strong relationships with internal stakeholders and Audit
• Participate in special projects and assist in enhancing the REA Program and compliance procedures
• Pursue training and continuing education to stay current on regulatory compliance and industry trends.
• Comply with all KeyBank policies and procedures.

Compliance Officer – Risk Evaluation and Assurance

Product Manager

• Responsible for the strategic planning, development, and management of a portfolio of banking products and services.
• Collaborates with cross-functional teams and senior leadership to plan, develop, implement and measure product and sales initiatives.
• Design, develop, and enhance product portfolios that meet client needs and align with business goals.
• Conduct competitive analysis and forecast industry trends.

Consumer Bank Product Manager II

Artificial Intelligence

• Responsible for measuring business performance and surfacing actionable quantitative and qualitative insights
• Define, govern and maintain performance frameworks that measure progress against strategic goals
• Establish and manage KPIs, success metrics, and scorecards that reflect outcomes and effectiveness
• Synthesize quantitative data with qualitative inputs to deliver holistic insights
• Design and manage feedback mechanisms like surveys and qualitative interviews
• Evaluate the effectiveness of initiatives and identify opportunities to improve performance
• Serve as a connector between AI enablement, analytics, and business teams to ensure AI insights are scalable

Senior Analyst, AI Business Performance & Insights

System Administrator

• Administer Workfront at the system level, including user and group management, access levels, layout templates, and custom forms.
• Train users as Workfront access is provisioned, develop training resources (e.g., user guides and guided walkthroughs), and troubleshoot platform issues as they arise.
• Design, build, and maintain request queues, routing rules, approval processes, and automated workflows within Workfront to streamline intake, improve routing efficiency, reduce manual handoffs, and accelerate time-to-market for marketing programs.
• Design and maintain Workfront Fusion scenarios to support automation and API integrations.
• Create, maintain, and enhance reports and dashboards within Workfront.
• Partner with project coordination team members to ensure work is completed on time and within expectations, using automation to proactively surface at-risk timelines and bottlenecks before they escalate.
• Champion a culture of continuous improvement by actively identifying manual, repetitive processes that can be automated and leading or contributing to the implementation of those improvements.
• Deliver measurable efficiency gains through automation and continuous process improvement.
• Collaborate effectively with internal and external partners, using shared platforms and workflow tools to keep stakeholders informed and aligned throughout project execution.
• Communicate clearly and confidently with a variety of stakeholders, translating technical automation and AI concepts into accessible language for non-technical audiences.

Senior Workfront System Administrator – Marketing Operations

Analyst

• Manage a cross section of accounts while being the client's voice.
• Coordinate quarterly/annual reviews with the Credit Campus.
• Ensure compliance and document accuracy for closings.
• Establish relationships as the primary contact for customers.
• Analyze financial statements and manage risks.
• Mentor junior analysts to distribute workloads efficiently.

Senior Commercial Analyst, Commercial Healthcare

• Develops or enhances existing driver-based forecast models to predict financial performance under different scenarios and reduces limitations related to qualitative overlays
• Supports the monthly forecast process with Line of Business partners, maintaining oversight of performance versus Plan and history, with the ability to quickly identify risks and opportunities to the forecast
• Understands macroeconomic factors that impact the business and connect the trends to the financials and the performance of the business
• Utilizes analytics to create linkages across different client or product sets to provide insight into profitability and behavior across each cohort
• Creates reporting to track progress relative to strategic initiatives
• Provides perspective on external benchmarks to business performance and strategic positioning
• Serves as a strategic finance partner to the Business Banking Senior Leadership team
• Partners with the Line of Business and Finance teams to provide insight and transparency into performance relative to strategic priorities and key performance metrics
• Presents to senior leadership on a monthly or quarterly basis with a focus on translating business driver trends to forward looking financial risks and opportunities
• Proactively reviews financials/client activity and works closely with Line of Business partners to elevate critical topics for monthly business reviews
• Provides support around month-end close including variance analysis and impact to future performance
• Proactively seeks out opportunities to eliminate inefficient or redundant activities and reporting
• Continuously identifies areas where manual processes can be transformed to automated or self-service activities
• Supports Finance initiatives as needed

Lead Financial Analyst

• Build and manage a team of technology professionals
• Own end-to-end delivery and production ownership for portfolio modeling, rebalancing, trading, subscription, and financial data provider platforms.
• Establish delivery governance and agile ways of working; partner with Product Management where applicable to align priorities, scope, and outcomes.
• Lead cross-functional delivery (Technology, Product, Operations, vendors): manage plans, cutovers, dependencies, risks, test readiness, and releases.
• Provide technical oversight for architecture and integrations across OMS/EMS platforms, custodians/brokers, market data providers, and downstream reporting (APIs, messaging, streaming).
• Advance the private investments technology stack, integrating into portfolio management workflows (subscription/commitments, capital calls/distributions, valuations, Schedule K1s/documents, data onboarding).
• Own and report on platform stability/reliability and operational readiness: resilience, performance/latency, capacity, and recovery planning for market-hours workloads.
• Lead incident/problem management (on-call readiness, root-cause analysis) and ensure high-quality releases/cutovers with rollback plans.
• Maintain data integrity and control from source through execution and reporting in a regulated environment.

Senior Manager – Wealth Investment & Portfolio Management Platforms

Manager

• Provide independent oversight of the firm’s capital management framework
• Oversee capital adequacy assessments and capital buffer management across baseline and stress scenarios
• Lead oversight of the firm’s regulatory and internal stress-testing programs
• Review stress-testing scenarios, capital actions, projections, and key outputs
• Oversee governance and monitoring of RWA calculations

Capital Oversight Manager

• Assists with the design, implementation, and administration of Key's Shared Services programs
• Analyzes compensation or benefits data to determine trends, anomalies, and gaps
• Completes job evaluations and benchmarks internal positions
• Performs annual market pricing reviews
• Collaborates with HR, finance, business leaders, and vendors

Compensation Analyst

• Lead the development and maintenance of the enterprise data domain model, taxonomy, and ontologies to ensure shared understanding, semantic consistency, and discoverability of data and knowledge assets.
• Design and evolve information and semantic models that make enterprise data AI‑ready, supporting use cases ranging from traditional analytics and BI to applied machine learning and LLM‑based experiences (e.g., search, retrieval‑augmented generation, and copilots).
• Operationalize data models, taxonomies, and semantic structures through the Enterprise Data Catalog (Alation).
• Define and enforce standards for data modeling, taxonomy, nomenclature, and semantic structures to ensure consistency and interoperability across business domains and downstream consumption patterns.
• Provide authoritative guidance on semantic conflicts—resolve definition discrepancies, harmonize terms, and mediate cross‑domain dependencies to establish trusted, reusable business meaning.
• Contribute to the enterprise data product framework by defining domain boundaries, shared dimensions, and semantic contracts that enable cross‑domain interoperability and AI consumption.
• Confirm and document prioritized metadata elements for key business processes, analytical use cases, and AI‑enabled workflows, ensuring alignment with governance standards and risk expectations.
• Identify simplification opportunities—reduce redundancy, converge overlapping datasets, and promote canonical sources to improve trust, efficiency, and reusability across analytics and AI platforms.
• Partner with analytics, data science, and AI engineering teams to ensure information architecture, metadata, and semantic context are sufficient to support explainable, governed, and trustworthy AI outcomes.
• Serve as a thought partner, provide insights from modeling, catalog adoption, and AI enablement to shape governance strategy and roadmaps.

AI-Ready Knowledge Architect

Client Partner

• Collaborates with partners to expand and retain business clients who have treasury management and other enterprise payments needs.
• Own maintenance of cash management services to fully meet the needs of existing clients including project completion and tracking (e.g. product/service updates and upgrades; new service level introduction/enhancements, compliance projects, etc.) as well as necessary review of any existing services utilized.
• Prepare, deliver, and review agreements.
• Adhere to all Risk policies and procedures including ECP Risk Testing initiatives.
• Initiate and conduct necessary research that may need to be done in conjunction with on-going client needs.
• Generate cross-sell leads to sales teams and participate in regular Client Management sales initiatives.
• Partner with the Implementation Specialist Team on more complex client implementations.
• Work with Client Implementation Specialist to manage the request for new product set-up, ensuring timely processing of Client Service Orders (CSO’s).

Senior Client Manager, Middle Market

Client Services Representative

• As part of the Consumer Client Servicing team, the Lead Specialist is responsible for responding to internal and external loan servicing requests while performing maintenance, research, reporting, and transaction processing for Non‑Real Estate Secured Loans, Lines of Credit, and Auto Loans.
• Monitor assigned work queues and inboxes throughout the day, ensuring all daily tasks are completed timely and accurately within departmental Service Level Agreements.
• Process monetary and non‑monetary transactions, including client requests, interdepartmental requests, and project-related activities, using automated posting applications to ensure accounts balance appropriately.
• Perform account maintenance accurately while meeting department productivity and quality goals.
• Balance accounts at the end of the day; research and resolve discrepancies by partnering with Accounting or Balance & Control teams and posting corrective entries as needed.
• Conduct basic to complex research using multiple banking systems and applications, bringing requests to a logical conclusion and executing appropriate remedial actions.
• Communicate research results and resolutions to requesters in an effective and timely manner.
• Perform careful and timely review of reports to identify potential customer impact issues, ensure system integrity, and take appropriate corrective action.
• Provide world‑class customer service to internal and external customers, maintaining professionalism and adherence to Key values.
• Assist other team members with daily workload to support timely completion of team assignments.
• Identify issues or problems and escalate appropriately to management.
• Actively seek opportunities to improve process efficiency, quality, and the overall client experience; communicate ideas to effect meaningful change.
• Review, update, and support team procedures as needed.
• Actively pursue self‑development to better support the team and future advancement.
• Meet goals as stated and perform other duties as assigned, including overtime as required by business needs.