Business Experience & Planning Specialist Senior - PNC Wealth Management

Fairygodboss; Charlotte (NC); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Medical and prescription coverage with

Health Savings Account (HSA)

Dental and vision options

401(k) with PNC match

Job summary

PNC is seeking a Senior Business Experience & Planning Specialist in wealth management, based in Pittsburgh, PA, or Charlotte, NC. The role focuses on analyzing business needs, designing data-driven solutions, and guiding cross-functional initiatives to deliver value for customers and partners.

The candidate will work with leadership to define data collection, reporting, and strategic planning efforts, ensuring risk-aware, customer-focused outcomes within an in-office culture.

Qualifications

• University/college degree required, with 3+ years of relevant industry experience.
• Certifications are often desired; military service may be considered in lieu of a degree.
• Bachelor's degree in a relevant field is preferred.

Responsibilities

• Supports line of business initiatives to understand, analyze and implement solutions.
• Defines data collection, research and reporting activities for assigned initiatives.
• Conducts research, analyzes and recommends solutions for key initiatives.
• Works with key decision makers to ensure cross-business alignment and synergy.
• Serves as subject matter resource to meet business objectives.

Skills

Business Development

Business Intelligence

Competitive Advantages

Competitive Strategies

Data Integration

Data Mining

Strategic Planning

Education

Bachelor's

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(n) [position title] within PNC's [name of division] organization, you will be based in [city/state location of position].

Job Profile

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 Experience & Planning Specialist Senior within PNC's Wealth Management organization, you will be based in Pittsburgh, PA, or Charlotte, NC.

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

• Supports one or more line of business initiatives to understand, analyze, develop and implement key line of business solutions that will drive business objectives. Demonstrates commitment to quality by delivering customer focus and appropriate risk management practices to customers and/or internal partners.
• Understands the business problem, identifies complex issues and prepares and executes a planned approach for one or more line of business initiatives.
• Defines and obtains data collection, research and reporting activities for assigned line of business initiatives.
• Conducts research, analyzes and recommends solutions for key initiatives.
• Works with key decision makers to ensure cross-business and cross-functional alignment and synergy.
• Serves as subject matter resource and advocate that understands and implements best practices and learning plans to meet business objectives.

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

Business Development, Business Intelligence (BI), Competitive Advantages, Competitive Strategies, Data Integration, Data Mining, Strategic Planning

Competencies

Accuracy and Attention to Detail, Analytical Thinking, Business Process Design, Data Gathering and Analysis, Effective Communications, Influencing, Planning: Tactical, Strategic, Problem Solving, Strategic Thinking

Work Experience

Roles at this level typically require a university / college degree, with 3+ years of relevant / direct industry experience. Certifications are often desired. 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

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.