PNC · 3 months ago
Private Business Strategist
WI - Milwaukee (53202)
Full-time
Onsite
Senior Level, Lead/Staff
$96K/yr - $269K/yr
8+ years expPNC Bank is committed to delivering the best experience for its customers and fostering an inclusive workplace culture. As a Private Business Strategist, you will consult with clients on succession planning solutions, manage resources for financial plans, and develop new client relationships through networking and referrals.
BankingFinanceFinancial Services
No H1B
Responsibilities
Participates in consultations with clients and prospects on PNC's ability to assist them across the full range of succession planning solutions
Partners internally with the Asset Management Group and C&IB
Engages in strategic discussions with clients and/or prospects to maintain and/or strengthen our relationships and to provide industry insights that are beneficial to both the individual and the company
Assesses the scope and resources required for various modular tax, estate and financial plans and manages the resources for efficiency
Identifies, researches, and evaluates the market
Regularly engages with relationship managers, Corporate Banking leadership team, and the transactional teams to ensure open and continued communication regarding the alignment of strategic alternatives offered by PNC
Conducts and reviews research as appropriate, and develops tax, estate and financial analyses and plans
Makes generally accepted recommendations to team and may make recommendations to clients
May provide direction to wealth strategists and associates
Retains and grows assets under management by working with clients, prospective clients, and Centers of Influence and by providing advice and implementation
Identifies solutions and PNC services as sales opportunities to enhance existing client relationships
Develops new client relationships through networking, prospecting and referrals
Qualification
Required
Client Relationship Management
Customer Experience Management
Decision Making and Critical Thinking
Financial Services Industry
Networking
Sales Scoping and Qualification
Value Selling
University / college degree
8+ years of industry relevant experience
Bachelors degree
Preferred
Higher level education such as a Masters degree, PhD, or certifications
Benefits
Medical/prescription drug coverage (with a Health Savings Account feature)
Dental and vision options
Employee and spouse/child life insurance
Short and long-term disability protection
401(k) with PNC match
Pension and stock purchase plans
Dependent care reimbursement account
Back-up child/elder care
Adoption, surrogacy, and doula reimbursement
Educational assistance, including select programs fully paid
A robust wellness program with financial incentives
Maternity and/or parental leave
Up to 11 paid holidays each year
8 occasional absence days each year, unless otherwise required by law
Between 15 to 25 vacation days each year, depending on career level
Company
PNC
PNC is a financial service company providing bank deposits products and services to its community.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
unknown1975-11-17IPO
Leadership Team
Keith Hayes
SVP, PNC Aviation Finance
M
Michael Gaber
Senior Vice President - Originations
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