Location: 1301 Avenue of the Americas - New York, New York 10019

You could be just the right applicant for this job Read all associated information and make sure to apply. Job Overview The senior banker will source, pitch and execute transactions in the Financial Services industry; specifically Insurance, Asset Management, Wealth or RIA Investment Banking . The incumbent is highly skilled at managing clients, identifying opportunities and running all aspects of an M&A process. They are widely recognized for deal origination and execution capabilities across a wide variety of transaction types, including sell‑sides, buy‑sides, going private, corporate divestitures, capital raises and fairness opinions. They have extensive transaction experience with public and private companies, as well as private‑equity owned businesses, and possess proven client relationship skills to conduct independent business development in partnership with industry partners.

Essential Job Functions

Responsible for revenue generation through the origination, execution and closing of M&A transactions.

Establish trusted advisor relationships with key corporate and private‑equity clients to drive increased M&A advisory wallet share and a consistent revenue stream.

Build new relationships through thoughtful and targeted business development activities; identify prospects and bring in the appropriate team and resources to drive new client growth.

Provide technical and developmental support to junior and mid‑level bankers on the deal team.

Collaborate with team members to promote other lines of business with referrals.

Required Qualifications

Minimum of 10+ years M&A experience, with proven client relationships and execution capabilities.

Strong preference for coverage/business development experience in Insurance, Asset Management, Wealth or RIA Investment Banking. Open to insurance services, agency & brokerage, wealth advisory, asset management or specialty finance.

Series SIE, 7/79, 63 licenses.

Possess broad M&A product knowledge and technical expertise.

Exceptional at developing and maintaining important client relationships and generating M&A revenue from these relationships.

Possess superior M&A execution capabilities with excellent client management and presentation skills, and an ability to source and win new business.

What You’ll Get

Results are rewarded and growth is encouraged: You will do impactful work and be rewarded for doing the right thing for our clients. You can build a career and have the flexibility to explore opportunities within our branches and throughout the organization.

Diversity and inclusion are valued: KeyBank has been recognized by DiversityInc for our best‑in‑class performance and has scored a perfect 100 on the Human Rights Campaign’s Corporate Equality Index, among other accolades.

We invest in our employees: Through benefit programs such as 401(k) matching, profit sharing, generous paid time off, parental leave, fitness reimbursement, education assistance, employee banking/discounts and wellness incentives, you will be recognized for your contributions and given the support necessary to achieve your financial goals.

We have a strong sense of community: We encourage championing one another and our clients’ success. Together, we create a community where each member has opportunities for personal growth and can do work that truly matters.

Core Competencies

Trusted Advisor

Revenue Driven

Strategic Thinker

Enterprise Mindset

Technical Expertise

Effective Sales Approach

Compensation and Benefits This position is eligible to earn a base salary of $325,000 annually, depending on location and job‑related factors such as level of experience. Compensation also includes eligibility for short‑term incentive compensation and deferred incentive compensation subject to individual and company performance.

Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.

Equal Opportunity KeyCorp is an Equal Opportunity Employer committed to 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.

Job Posting Expiration Date: 10/31/2025

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