Relationship Mgr III - AMG

PNC•Pittsburgh, PA

6d•Onsite

About The Position

At PNC, employees work to deliver the best experience for customers and foster an inclusive workplace. This Relationship Manager III role is within PNC's Private Bank Connect organization and may be based in Pittsburgh, Pennsylvania, or another location within the PNC Private Bank footprint. PNC describes its workplace as in-office and encourages candidates to discuss workplace expectations with their recruiter and hiring manager. The role is a business development officer position focused on managing an established book of business and contacting nationwide clients who are already part of the team’s book. The Relationship Manager will make outbound calls to warm leads, meet calling goals, identify investment and banking opportunities, and support client communication. This is not a client-facing role, although it involves significant client communication. Investment and sales experience, particularly in investment management or wealth management, is considered advantageous. Previously held Series 7 or 63 licenses are a plus but are not required. The Relationship Manager leads client management activities, develops and executes plans to acquire and retain clients, and is accountable for an exceptional client experience and the growth of a book of business. The role involves sourcing new relationships, identifying expansion opportunities, coordinating with the team and business partners, managing risk, and completing timely and accurate sales and client relationship administration. PNC does not provide employment visa sponsorship or participate in STEM OPT for this position.

Requirements

Typically, a university or college degree and 5 or more years of industry-relevant experience; a comparable combination of education, job-specific certifications, and experience, including military service, may be considered instead of a degree.
Bachelor's degree listed under education.
Demonstrated knowledge, skills, and abilities appropriate to the role.
Ability to develop and manage client relationships and deliver an exceptional client experience.
Ability to manage a book of business, identify sales opportunities, and support client growth.
Customer focus and the ability to create solutions aligned with customer needs and satisfaction.
Ability to assess and manage risks associated with business objectives and activities.
No required certifications or licenses.
No required language assessments.

Nice To Haves

Experience with investments and sales.
Strong investment knowledge and experience.
Prior experience in investment management or wealth management.
Background in sales or investments.
Previously held Series 7 or Series 63 license; these licenses are not required.
Skills in book-of-business management, client relationship building, customer engagement, decision-making, financial analysis, and identifying sales opportunities.
Competencies in client relationship management, communicating for impact, critical thinking, influencing, managing multiple priorities, knowledge of products and services, understanding customer needs, and value selling.

Responsibilities

Lead client management activities with clients and prospective clients.
Develop and execute relationship management plans to acquire and retain clients.
Manage a book of business and pursue its growth through client expansion and new client acquisition.
Proactively source new relationships for the bank and expand an external business-development network.
Contact nationwide clients in the team's established book of business, including making outbound calls to warm leads and meeting calling goals.
Own communication and contact with existing clients to identify and capture expansion opportunities.
Coordinate with the team to determine action plans based on thorough discovery of client needs.
Review client needs assessments to identify changes and deliver responsive service aligned with client goals.
Use knowledge of business-segment capabilities, offerings, and partner services to make appropriate introductions.
Hold the team accountable for deliverables and ensure client commitment and advocacy.
Manage risk through appropriate client selection and ensure service delivery is consistent with fees charged.
Work with risk partners to escalate client concerns and support timely resolution.
Follow up with partners and communicate with clients after an initial introduction.
Maintain timely, accurate, and complete sales and client relationship management administration.
Ensure execution of team processes, including pre-call planning, post-call debriefs, and relationship reviews.
Apply customer-focused practices and manage risks in accordance with PNC's Enterprise Risk Management Framework.

Benefits

Medical and prescription drug coverage, with a Health Savings Account feature, for eligible employees.
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 and elder care.
Adoption, surrogacy, and doula reimbursement.
Educational assistance, including select fully paid programs.
Wellness program with financial incentives.
Maternity and/or parental leave, depending on eligibility.
Up to 11 paid holidays each year, depending on eligibility.
Nine occasional absence days each year, unless otherwise required by law, depending on eligibility.
Between 15 and 25 vacation days each year, depending on career level and eligibility.