Business Analyst - Product & Project Support - PNC Wealth Management

PNC; Pittsburgh (Allegheny County); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Health insurance

Dental and vision coverage

401(k) with match

Paid time off

Educational assistance

Wellness program

Job summary

PNC Wealth Management seeks a Business Analyst based in Pittsburgh, PA, to drive the financial planning platform strategy and improve advisor and client experiences. You will partner with technology teams, vendors, and business stakeholders to deliver enhanced planning capabilities and increase adoption.

Qualified candidates typically have 2+ years in business analysis or related fields within wealth management or financial services, with strong analytical, communication, and project

Qualifications

• 2+ years of experience in business analysis, product management, project management, consulting, business operations, or program coordination in wealth management or financial services.
• Experience supporting software platforms, digital products, technology roadmaps, or vendor-managed solutions is highly desirable.
• Experience applying AI tools to improve advisor productivity, automate workflows, or enhance client experiences is strongly preferred.

Responsibilities

• Support the execution of the Financial Planning platform roadmap and enhancements for advisor, planner, and client experiences.
• Manage multiple initiatives through governance, risk, and compliance processes.
• Act as a business owner and SME for financial planning platforms, tools, and workflows.
• Collaborate with vendors on product releases and evaluate new functionality for advisor needs.
• Translate business requirements into platform capabilities and oversee delivery through implementation.

Skills

Business analysis

Stakeholder management

Data analysis

Project coordination

Financial services knowledge

Education

Bachelors

Tools

Financial Planning Software

BI Tools

Job description

Position Overview

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 Business Analyst within PNC's Wealth Management organization, you will be based in Pittsburgh, PA.

R235963

Job Profile

Position Overview

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 Business Analyst within PNC's Wealth Management organization, you will be based in Pittsburgh, PA.

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.

Job Description

About This Role

This Business Analyst position supports the Financial Planning team within PNC Wealth Management and serves as a key contributor to the strategy, management, and evolution of the financial planning platform. The role resides within the line of business rather than technology and is responsible for the tools, technology, workflows, and platform capabilities that enable Financial Advisors and Financial Planners to deliver planning advice to clients. The position plays a critical role in executing the financial planning technology roadmap across advisor-facing and direct-to-client experiences, while partnering with technology teams, vendors, and business stakeholders to enhance planning capabilities and drive adoption.

This role helps shape the future of financial planning at PNC by ensuring advisors, planners, and clients have access to modern, intuitive, and scalable planning technology. Success in this position directly influences advisor productivity, client engagement, financial planning adoption, and the delivery of PNC Wealth Management's long-term digital planning strategy.

What You'll Do

• Support the execution of the Financial Planning platform roadmap, including enhancements that improve advisor, planner, and client experiences.
• Manage multiple concurrent initiatives, advancing projects through internal governance, risk, compliance, and approval processes.
• Serve as a business owner and subject matter expert for financial planning technology platforms, tools, and workflows.
• Partner with financial planning software vendors on product releases, evaluating new functionality, prioritizing enhancements, and advocating for advisor and planner needs.
• Collaborate with technology teams to translate business requirements into platform capabilities and oversee delivery through implementation.
• Manage the incoming request queue from sales, advisory, planning, and field teams, including prioritization, stakeholder communication, expectation setting, and issue resolution.
• Identify opportunities to streamline and automate planning processes through digital tools, workflow enhancements, and artificial intelligence capabilities.
• Communicate platform enhancements, roadmap updates, and technology changes to advisors, planners, and business partners in user-friendly terms.

What We're Looking For

Strong organizational, communication, and stakeholder management skills, along with the ability to balance strategic initiatives and day-to-day platform support. The ideal candidate can serve as the primary liaison among advisors, planners, vendors, technology teams, and business leadership while helping drive the evolution of the Financial Planning platform.

We are seeking a candidate with 2+ years of experience in business analysis, product management, project management, consulting, business operations, or program coordination, ideally within wealth management, financial services, brokerage, banking, or investment advisory organizations. Experience supporting software platforms, digital products, technology roadmaps, or vendor-managed solutions is highly desirable. Experience applying artificial intelligence tools to improve advisor productivity, automate workflows, or enhance client experiences is strongly preferred.

• Leverages analytical tools to provide business and technical expertise for the analytics process, tools and applications for a business function or business unit to create data driven solutions.
• Recommends appropriate performance measures to be produced including lifts, efficiencies, confidence intervals and other statistical metrics.
• Analyzes and processes data, builds and maintains models and report templates, and develops dynamic data-driven solutions.
• Provides business clients with detailed actionable reports documenting findings from data processing and data analysis.
• Consults on using business intelligence data for predictive analytics and facilitates implementation of new tools and data marts.

PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:

• Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
• Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.

Qualifications

Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.

Preferred Skills

Analytical Thinking, Business Intelligence (BI), Concept Development, Data-Driven Decision Making, Data Integration, Market Research, Performance Metrics, Qualitative Research, Strategic Planning

Competencies

Analytical Thinking, Business Acumen, Business Analytics, Consulting, Decision Making and Critical Thinking, Effective Communications

Work Experience

Roles at this level typically require a university / college degree, with 2+ years of relevant professional experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.

Education

Bachelors

Certifications

No Required Certification(s)

Licenses

No Required License(s)

Benefits

No Required or Preferred Language Assessments

PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: 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.

In addition, PNC generally provides the following paid time off, depending on your eligibility: 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.

To learn more about these and other programs, including benefits for full time and part-time employees, visit pncthrive.com.

Disability Accommodations Statement

If an accommodation is required to participate in the application process, please contact us via email at [e-mail]. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call 877-968-7762 and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.

At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.

Equal Employment Opportunity (EEO)

PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.

This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.

California Residents

Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.