Top 23 Cfa Jobs in Stow, Oh

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Director, Family Governance and Development Services
KeyBank National Association —Pepper Pike, OH
- $128,000 - $268,000 a year
- Full-time
- Hybrid work
- CPA
- Office
- Master's degree
8d
Relationship Manager, Portfolio Management
Glenmede Trust Co —Beachwood, OH
- Full-time
- Hybrid work
- Mid-level
- Office
- Business development
- Commuter assistance
- Health savings account
Key Private Bank Relationship Manager
KeyBank National Association —Akron, OH
- $94,000 - $175,000 a year
- Full-time
- Hybrid work
- 5 years
- Data analysis skills
- Office
Senior Analyst
IRG Realty Advisors —Richfield, OH
- Full-time
- Hybrid work
- Finance
- Analysis skills
- Bachelor's degree
Quick Apply
Wealth Management Advisor
Equitable Advisors —Independence, OH
- $27,550 - $125,000 a year
- Full-time
- Background check
- Sales
- Mid-level
- Health savings account
- Employee stock purchase plan
Quick Apply
Director, Business Valuation & Litigation Support Services
Bober Markey Fedorovich —Akron, OH
- Full-time
- CPA
- Data analysis skills
- Finance
Quick Apply
Project Manager, Finance
Americhem —Cuyahoga Falls, OH
- CPA
- 5 years
- Office
Quick Apply
Portfolio Strategist
Sequoia Financial Group Llc —Akron, OH
- Full-time
- Research
- Office
- Business development
Quick Apply
Cash Manager
Myers Industries Inc —Akron, OH
- Full-time
- CPA
- 5 years
- Office
Quick Apply
4d
Litigation & Forensic Advisory Manager, Senior Manager, Director
Meaden & Moore —Akron, OH
- $110,000 - $350,000 a year
- Hybrid work
- CPA
- Finance
- Master's degree
- Profit sharing
- Paid holidays
Quick Apply
Senior, FP&A Analyst
DRB Systems LLC —Akron, OH
- Hybrid work
- Oracle
- CPA
- 5 years
Quick Apply
Executive Director, Private Banking
Northwest Bank —Independence, OH
- Full-time
- Office
- Finance
- Bachelor's degree
Quick Apply
Vice President, Global Finance
Americhem —Cuyahoga Falls, OH
- Oracle
- CPA
- Finance
Quick Apply
Portfolio Manager
MAI WEALTH MANAGEMENT, INC. —Independence, OH
- Full-time
- Research
- Finance
- Business development
- Paid parental leave
- Health savings account
Quick Apply
Director of Financial Planning & Analysis - Remote, U.S.
AML RightSource, LLC —Highland Hills, OH
- $170,000 - $180,000 a year
- Full-time
- Remote
- CPA
- 11+ years
- Finance
- Paid holidays
- Dental insurance
Quick Apply
Financial Planning and Analysis Manager
PREMIER HOME PROS LLC —Akron, OH
- $115,000 - $150,000 a year
- Full-time
- Bachelor of Science
- Office
- Residential
Quick Apply
Senior Financial Analyst, FP&A
Kinetico —Newbury Center, OH
- Full-time
- Hybrid work
- Management
- CPA
- 5 years
- Wellness program
- Paid holidays
Wealth Advisor
MAI WEALTH MANAGEMENT, INC. —Independence, OH
- $90,000 - $120,000 a year
- Full-time
- CPA
- Mid-level
- Bachelor's degree
- Paid parental leave
- Health savings account
Quick Apply
Lecturer (Part-time), in Economics, Finance, and Personal Financial Planning
John Carroll University —University Heights, OH
- Part-time
- Classroom
- Mid-level
- Residential
Key Private Bank Senior Relationship Manager
KeyBank National Association —Akron, OH
- $112,000 - $210,000 a year
- Full-time
- Hybrid work
- 7 years
- CPA
- Writing skills

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Director, Family Governance and Development Services

KeyBank National Association -
Pepper Pike, OH

Apply Now

Job Details

Full-time
$128,000 - $268,000 a year
8 days ago

Qualifications

Vendor relationship building
Driver's License
Stakeholder management

Full Job Description

Location:

127 Public Square, Cleveland Ohio

Job Summary
The Director of Family Governance and Development Services is a senior advisory leader within Key Family Wealth, responsible for the design, delivery, and evolution of family governance, legacy planning, philanthropic advisory, and family education services for ultra-high-net-worth (UHNW) clients. This role serves as the enterprise subject matter expert on family dynamics and generational wealth strategies, partnering across the Family Wealth platform to help families define purpose, strengthen governance structures, prepare future generations, and navigate complex transitions. The Director also plays a critical role in driving client acquisition, deepening relationships, and enhancing the overall client experience through differentiated advisory solutions.

Essential Functions

Lead delivery of family governance, legacy planning, philanthropic advisory, and family education services for UHNW clients ($25MM+).
Facilitate guided discovery to help families define vision, values, and long-term wealth objectives.
Design and implement governance structures, including family meetings, councils, and decision-making frameworks.
Advise on complex family dynamics, including conflict resolution and multi-generational engagement.
Partner with Business Advisory Services on family business transition planning, succession, and governance risk mitigation.
Identify and address governance gaps such as unclear roles, lack of succession planning, and competing financial priorities.
Develop customized philanthropic strategies aligned to family values and long-term impact goals.
Collaborate with Fiduciary Advisors and Family Office Directors to deliver integrated wealth and advisory solutions.
Serve as a trusted advisor and facilitator for family meetings and ongoing governance initiatives.
Drive new client acquisition and expand existing relationships through differentiated advisory capabilities.
Build and maintain relationships with third-party partners and centers of influence to support business growth.
Act as a national subject matter expert on family governance, philanthropy, and family dynamics.
Educate and coach advisors on governance and philanthropic capabilities to strengthen client delivery.
Lead program development, including vendor management and continuous enhancement of service offerings.
Stay current on industry trends and competitive offerings to enhance value proposition and client experience.
Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients and Key.

Education

Bachelor's Degree (preferred)
Master's Degree or professional designation (e.g., JD, CPA, CFA, CFP) (preferred)
OR equivalent experience (required)

Work Experience

10 years of experience advising ultra-high-net-worth families and/or family offices (required)

Skills

Deep expertise in family governance, family dynamics, legacy planning, and philanthropic strategy
Demonstrated success in business development, including attracting new client relationships and expanding existing engagements
Proven ability to operate effectively within a matrixed, team-based environment
Experience advising highly complex families with significant interpersonal and governance challenges
Strong facilitation, communication, and influencing skills across diverse stakeholders
Strategic advisory and consultative selling
Executive presence and facilitation
Influencing and stakeholder management
Emotional intelligence and conflict navigation
Program and partner management
Thought leadership and continuous learning

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, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.

Travel

Occasional travel to include overnight stay.

Driving Requirements

Ability to occasionally operate a motor vehicle with a valid driver's license.

Work Location Category

Hybrid (Sales)

COMPENSATION AND BENEFITS

This position is eligible to earn a base salary in the range of $128,000.00 - $268,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives.

Please click here for a list of benefits for which this position is eligible.

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.

Job Posting Expiration Date: 08/24/2026 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, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.

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 [email protected].

#LI-Hybrid

Apply Now

Refine Your Search

cfa jobs in stow, oh

Director, Family Governance and Development Services

Relationship Manager, Portfolio Management

Key Private Bank Relationship Manager

Senior Analyst

Wealth Management Advisor

Director, Business Valuation & Litigation Support Services

Project Manager, Finance

Portfolio Strategist

Cash Manager

Litigation & Forensic Advisory Manager, Senior Manager, Director

Senior, FP&A Analyst

Executive Director, Private Banking

Vice President, Global Finance

Portfolio Manager

Director of Financial Planning & Analysis - Remote, U.S.

Financial Planning and Analysis Manager

Senior Financial Analyst, FP&A

Wealth Advisor

Lecturer (Part-time), in Economics, Finance, and Personal Financial Planning

Key Private Bank Senior Relationship Manager

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