Client Solution Manager - Fortis Advisors

PNC; United States; Remote; USD 55,000 - 123,000; Full time

Job summary

A leading company in finance is seeking a Client Solution Manager to oversee their Fortis Advisors organization. This remote position requires strong leadership skills, with responsibilities including managing client relationships, ensuring compliance, and developing team members. Ideal candidates will have a Bachelor's degree and 3+ years of experience in financial roles.

Benefits

Health coverage

401(k)

Paid time off

Comprehensive benefits

Qualifications

• 3+ years of relevant experience; supervisory experience preferred.
• Managerial experience in A/P, A/R, or billing is a plus.
• Self-motivated and proactive with a strong service mentality.

Responsibilities

• Manage sales, service, and support for client relationships.
• Ensure compliance with policies and manage client exceptions.
• Lead and develop the client solutions team.

Skills

Attention to detail

Effective communication

Time management

Client relationship management

Problem-solving

Education

Bachelor's degree

Tools

SAP

QuickBooks

Oracle Fusion

NetSuite

Job description

Client Solution Manager - Fortis Advisors

Join to apply for the Client Solution Manager - Fortis Advisors role at PNC.

Position Overview

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are committed to delivering the best experience for our customers and fostering an inclusive workplace culture where all employees feel respected, valued, and have opportunities to contribute to the company's success. The Client Solution Manager within PNC's Fortis Advisors organization, based in San Diego, can be located anywhere within the PNC footprint. This position will specifically be within the Finance group.

The Client Solution Manager will oversee the Fortis Finance team, supporting internal teams and external vendors and partners. Responsibilities include ensuring smooth account onboarding, funds allocation, reconciliation, and facilitating funds transfer requests related to M&A transactions. The role involves supervising A/P and A/R tasks, working with banks and other parties to confirm account balances and transaction records, and analyzing complex transaction documents and Excel spreadsheets. Attention to detail, ownership, issue resolution, and relationship management are essential.

Internal partnership with senior managers is crucial to ensure timely resolution of fund-related issues.

Preferred Skills and Qualifications

• Experience in accounting/financial roles with high attention to detail; supervisory experience in A/P, A/R, or billing is a plus.
• Self-motivated, proactive, with a strong service mentality.
• Effective communication skills (written and verbal).
• Strong time management and prioritization skills.
• Experience with electronic funds transfers, SAP/QuickBooks/Oracle Fusion, and CRM/database systems like NetSuite.
• Leadership experience in training and talent development.

This is a remote position, performed from a quiet, confidential home space, subject to PNC approval. The role may not be available in all locations.

Responsibilities

• Manage sales, service, and support for client relationships, leading staff to meet KPIs.
• Oversee activities supporting sales, service, and execution; recommend improvements; and report performance.
• Ensure compliance with policies; manage client exceptions and escalations.
• Maintain relationships with service partners.
• Lead and develop the client solutions team, including supervisors and contributors.

PNC Values and Expectations

• Customer-focused, managing risks, living our values, enabling change, achieving results, and developing talent.

Qualifications

• Bachelor's degree and 3+ years of relevant experience; managerial experience preferred.
• Skills in client relationship management, decision-making, communication, and problem-solving.
• Certifications and licenses are not required.

Compensation and Benefits

Base salary ranges from $55,000 to $122,590, with incentive eligibility based on performance. PNC offers comprehensive benefits, including health coverage, 401(k), paid time off, and more.

Application Process

The posting is expected to be open for two business days from 05/27/2025, subject to extension.

PNC is committed to diversity and equal opportunity employment. Reasonable accommodations are available for applicants with disabilities.