2026 Wealth Management Internship - Client Support & Experience - Cleveland

Key Wealth Management Client Support & Experience Internship

Location: 4900 Tiedeman Road - Brooklyn, Ohio 44144-2302 Program Duration: MAY 27, 2026 - AUGUST 7, 2026

Key's Enterprise Internship is a 10.5-week program that provides meaningful work that matters, offers feedback and coaching, and creates engaging events and conversations that will spark excitement and interest in bringing one's full-time career to Key. Interns are involved in a host of line of business specific projects that directly impact and benefit Key's business and strategic pillars. The program includes networking with Key teammates across all levels of the organization, a series of Learning Labs where internal and external speakers provide insight on Key's competitive landscape, financial wellness, and professional development best practices, and an assigned mentor who shares knowledge, experience, and advice.

Key Wealth Management "KWM" has a long history (over 150 years) of providing trust, custody, and investment management solutions to high-net-worth individuals, families, and institutional/non-profit clients with over $40 billion in assets. The Key Wealth Management Client Support & Experience Internship is a 10.5-week experience designed to provide meaningful exposure to the wealth management industry. Interns will engage in impactful work, receive ongoing feedback and coaching, and participate in dynamic events and discussions that foster professional growth and interest in a long-term career at Key.

Essential Functions:

• Support optimized client experience strategies across all Key Private Bank business lines.
• Deliver analysis and insights regarding the consistency and effectiveness of KPB Client Support & Experience teams, with particular emphasis on process automation.
• Demonstrate a commitment to fostering a positive team experience by engaging actively with each team lead and team member.
• Construct systems to facilitate the three main verticals within the Enablement Team: New Hire Onboarding, Ongoing Advisor Development, and Sales Market Leader Coaching.
• Develop automated processes to support the migration of pertinent documentation to the Enablement Share Point.
• Effectively communicate with Line of Business leaders to support the development of coaching cadences.
• Perform other duties as assigned; duties, responsibilities, and/or activities may change or new ones may be assigned at any time with or without notice.
• Comply with all KeyBank policies and procedures, including acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key.
• Engage in Key Corp Enterprise learning labs and networking events.

Qualifications:

• Must have completed at least two years toward a four-year, undergraduate degree program with focused coursework in wealth management, finance, accounting, business, and/or economics (preferred)
• Demonstrated leadership and teamwork through past experience and/or extracurricular activities
• Outstanding academic achievement (minimum undergraduate 3.0 GPA)

Skills:

• Time Management: ability to receive directions and manage line of business expectations by providing deliverables in a timely manner.
• Problem Solving: capability to identify issues and develop effective solutions in a financial services context.
• Communication: strong verbal and written communication skills for team collaboration.
• Presentation Skills: ability to create and deliver presentations using tools like PowerPoint.
• Technical Proficiency: proficiency in Microsoft Excel and PowerPoint for data analysis and reporting.

Physical Demands:

General Office: Prolonged sitting, ability to communicate face to face in-person or on the phone with teammates and clients, frequent use of PC/laptop, oc