Private Business Strategist

PNC Bank•Sarasota, FL

2d•Onsite

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 Sarasota, FL.

Requirements

Demonstrated ability to engage business owners in discussions about their business goals and translate those conversations into insights regarding business growth and the corresponding impact on the owner’s personal wealth.
Ability to integrate transition-planning strategies into both personal and corporate planning, including: Evaluation of transition methods (e.g., retain vs. sell). Preservation of capital through effective estate-planning techniques. Explanation of how various transition strategies affect a company’s capital structure and the owners’ tax positions (e.g., redemptions, dividend recapitalizations, equity grants).
Experience navigating behavioral and family dynamics with business owners (e.g., addressing “fair vs. equal” considerations).
Working knowledge of corporate structures, owner cash‑flow considerations, and the estate‑tax landscape.
Client Relationship Management
Customer Experience Management
Decision Making and Critical Thinking
Financial Services Industry
Networking
Sales Scoping and Qualification
Value Selling
Roles at this level typically require a university / college degree.
Industry relevant experience is typically 8+ years.
Bachelors

Nice To Haves

Background as a credit analyst.
Corporate and/or personal tax experience in public accounting.
Combined Trust & Estate and Corporate Tax experience as an attorney or CPA.
Experience in a similar role within a financial institution.
Advising family office clients.
Higher level education such as a Masters degree, PhD, or certifications is desirable.
Specific certifications are often required.
In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.

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
maternity and/or parental leave
up to 11 paid holidays each year
9 occasional absence days each year, unless otherwise required by law
between 15 to 25 vacation days each year, depending on career level; and years of service.