Wealth Strategist Market Manager - PNC Private Bank

PNC • Atlanta, GA

1d • 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 Wealth Strategist Market Manager within PNC's Private Bank organization, you will be based in Atlanta, GA. PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.

Requirements

• Roles at this level typically require a university / college degree.
• Industry experience is typically 8+ years.
• At least 5 years of prior management experience is typically required.
• In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
• JD
• No Required Certification(s)
• No Required License(s)

Nice To Haves

• Higher level education such as a Masters degree, PhD, or certifications is desirable.

Responsibilities

• Directs and oversees the Wealth Strategy function, including critical measurements of assigned market or group.
• Supports the overall mission and vision of the business.
• Coordinates/conducts acquisition, performance management, mentoring and coaching reviews of Wealth Strategists while attaining noteworthy customer experience results.
• Develops and executes strategies to ensure that the goals and objectives of the geographic area (and/or team) can be met.
• Monitors adherence to AMG's risk and compliance policies and processes for the assigned area.
• Builds relationships and works closely with internal and external business leaders to facilitate integrated business development opportunities and solutions for clients.
• Assesses the scope and resources required for various modular tax, estate and financial plans and manages the resources for efficiency.
• Serves as a subject matter authority for the assigned team and business leadership.
• Manages the execution of group project activities to support the ongoing strategic plans of the Wealth Strategy group.

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
• years of service

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Education Level: Ph.D. or professional degree