Senior Strategist, Financial Wellness in Cleveland, OH at Key Bank- Corporate

Date Posted: 7/4/2018

Job Snapshot

Job Description


The Senior Strategist reports to the Strategic Growth Alliances Leader and is responsible for monitoring, analyzing and improving the company’s business development objectives of growing households at KeyBank through KeyBank’s Financial Wellness solutions. Individual will be responsible for the supporting business development throughout the sales life cycle including but not limited to conducting research, building business models to quantify the business opportunity for prospective clients; support the identification and acquisition of new clients and maintain and develop current business relationships. The individual will also document and work with internal partners to deliver business requirements to support business development.

  • Build out business models and reports to analyze and track financial wellness business results and clearly communicate out results
  • Responsible for conducting, analyzing, organizing and communicating research on market insights, business opportunities, industry trends, competitors, customer demographics and needs, new technologies and more
  • Provides logistical and technical support to Business Development Manager in helping to acquire new business relationships
  • Work directly with internal Financial Wellness and KeyBank partners to deliver required capabilities to support new clients including but not limited to building out business requirements for technical integrations, marketing materials to support the sales process and the creation of legal documents
Additional Responsibilities:

  • May serve as a project member on Financial Wellness related projects

  • College Degree or equivalent experience
  • Minimum of five years’ experience in business analysis
  • Excellent verbal and written communication and presentation skills and ability to work within a team environment.
  • Proven ability to solve problems
  • Able to analyze data and sales statistics and translate results into better solutions
  • Ability to multi-task, prioritize and manage time effectively
  • Self-motivated and self-directed
  • Proficient computer skills including Microsoft Office Suite (Word, PowerPoint, Outlook, Excel)
  • Strong financial acumen
  • Ability to interact with business partners such as Financial Wellness Partners and other internal partners such as Marketing, Strategy, Technology and Operations and Legal
  • Undergraduate degree in a business related field

KeyCorp's roots trace back 190 years to Albany, New York. Headquartered in Cleveland, Ohio, Key is one of the nation's largest bank-based financial services companies, with assets of approximately $134.5 billion at March 31, 2017. Key provides deposit, lending, cash management, insurance, and investment services to individuals and businesses in 15 states under the name KeyBank National Association through a network of more than 1,200 branches and more than 1,500 ATMs. Key also provides a broad range of sophisticated corporate and investment banking products, such as merger and acquisition advice, public and private debt and equity, syndications, and derivatives to middle market companies in selected industries throughout the United States under the KeyBanc Capital Markets trade name. KeyBank is Member FDIC.

Key Technology and Operations (KTO) is Key Bank’s shared services organization for technology, operational, and servicing functions supporting business partners and clients across all lines of business. Within the overall organization, KTO provides efficient, reliable and secure technology; creates an effective variable cost technology delivery model that maximizes the return on IT spend; orchestrates the efficient use of corporate information and technology assets; and supports innovation that creates competitive distinction. KTO is effective and efficient in payment and deposit servicing, loan servicing, exception and dispute processing, investment and support services, sourcing and procurement, as well as enterprise-wide fraud prevention, investigations and operational support to human resources and the Bank’s BSA/AML program.


KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to engaging a diverse workforce and 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, disability, or veteran status.

JobID: 28452BR

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