Private Business Strategist

PNC • Chicago, IL

79d • $96,000 - $269,000

About The Position

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Private Business Strategist within PNC's Private Bank organization, you will be based in Chicago or Milwaukee. The position is primarily based in a PNC location. Responsibilities require time in the office or in the field on a regular basis. Some responsibilities may be performed remotely, at the manager’s discretion. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.

Requirements

• Client Relationship Management
• Customer Experience Management
• Decision Making and Critical Thinking
• Financial Services Industry knowledge
• Networking skills
• Sales Scoping and Qualification
• Value Selling

Nice To Haves

• Higher level education such as a Masters degree, PhD, or certifications is desirable.
• Industry relevant experience is typically 8+ years.

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.

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
• Paid maternity and/or parental leave
• Up to 11 paid holidays each year
• 8 occasional absence days each year
• Between 15 to 25 vacation days each year, depending on career level and years of service

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Bachelor's degree
• Number of Employees: 5,001-10,000 employees