Senior Relationship Strategist - PNC Private Bank
About The Position
The Senior Relationship Strategist is part of PNC’s Private Bank organization and is based in Boston, Massachusetts, supporting the Boston market and growth of the New England business across Maine, Connecticut, Vermont, New Hampshire, and Rhode Island. The position leads client management, develops and executes relationship plans to acquire and retain clients, manages a book of business, and is accountable for an exceptional client experience. The role may also assist with developing team members. The strategist works with the team to discover and assess client needs, coordinate appropriate solutions, and review those needs regularly. The role is accountable for book-of-business growth through client expansion and new client acquisition, proactively sourcing new relationships, and building an external business-development network. It also includes managing client risk, collaborating with risk partners, making appropriate introductions to partner offerings, and following through on client communication. The position maintains accurate sales and relationship-management records and ensures execution of team processes such as pre-call planning, post-call debriefs, and relationship reviews. The strategist may train, coach, or mentor team members and participate in projects that strengthen the business. PNC describes itself as an in-office company and encourages candidates to discuss workplace expectations with their recruiter and hiring manager. Employment visa sponsorship and STEM OPT participation are not available for this position.
Requirements
- Typically requires a university or college degree; a comparable combination of education, job-specific certifications, and experience, including military service, may be considered in lieu of a degree.
- Typically requires 8 or more years of industry-relevant experience.
- Demonstrated sales capability, including driving the sales process rather than only managing relationships.
- Technical knowledge relevant to the position.
- Knowledge of the local network, such as attorneys, accountants, and wealth-oriented organizations.
- Skills and competencies include client relationship management, communication, decision-making and critical thinking, influencing, managing multiple priorities, knowledge of products and services, understanding customer needs, and value selling.
- Preferred skills include book-of-business management, client relationship building, customer engagement, decision-making, financial analysis, and identifying sales opportunities.
- Bachelor’s degree listed under Education.
- No required certifications or licenses are listed.
Nice To Haves
- Higher education such as a master’s degree or PhD, or certifications, is desirable.
- A local professional network, including attorneys, accountants, and wealth-oriented organizations.
- Preferred skills: book of business, client relationship building, customer engagement, decision making, financial analysis, and identifying sales opportunities.
Responsibilities
- Lead client management activities for existing and prospective clients.
- Develop and execute relationship management plans to acquire and retain clients.
- Manage a book of business and provide an exceptional client experience.
- Coordinate with the team to discover client needs and determine action plans; consistently review client needs assessments.
- Deliver proactive and responsive service aligned with client goals and hold the team accountable for deliverables.
- Grow the book of business through client expansion and new client acquisition.
- Develop and execute strategies to source new bank relationships and expand the external business-development network.
- Own communication and contact with existing clients to identify and capture expansion opportunities.
- 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.
- Use knowledge of partner offerings to make appropriate introductions, and follow up with partners and clients after introductions.
- 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.
- May train, coach, or mentor team members and participate in special projects to strengthen the business.
Benefits
- Medical and 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 plan
- Stock purchase plan
- 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
- Up to 11 paid holidays each year
- 9 occasional absence days each year, unless otherwise required by law
- 15 to 25 vacation days each year, depending on career level and years of service
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What This Job Offers
Job Type
Full-time
Career Level
Senior
