Private Business Strategist

PNC; Charlotte (NC); On-site; USD 100,000 - 170,000; Full time

Benefits offered by this job

Medical/dental/vision benefits

401(k) with company match

Paid time off and holidays

Job summary

PNC is seeking a Private Business Strategist in Charlotte, NC, within the Private Bank organization. You will engage business owners to translate goals into growth plans, integrating transition planning with personal and corporate strategies.

The role emphasizes wealth preservation, estate planning, and collaboration with Asset Management and Corporate & Investment Banking teams. Responsibilities include assessing resources for tax and estate plans, researching market solutions, and growing

Responsibilities

• Engage business owners to discuss goals and translate conversations into growth insights and impact on owner’s personal wealth.
• Integrate transition-planning strategies into personal and corporate planning, evaluating methods like retain vs. sell.
• Explain effects of transition strategies on capital structure and owners’ tax positions.
• Identify opportunities to deepen client relationships and offer tax, estate, and financial planning solutions.

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 Private Business Strategist within PNC's Private Bank organization, you will be based in Charlotte, NC.

Responsibilities

Demonstrated ability to engage business owners in discussions about their business goals and translate those conversations into insights regarding business growth and the corresponding impact on the owner’s personal wealth. Ability to integrate transition‑planning strategies into both personal and corporate planning, including: Evaluation of transition methods (e.g., retain vs. sell). Preservation of capital through effective estate‑planning techniques. Explanation of how various transition strategies affect a company’s capital structure and the owners’ tax positions (e.g., redemptions, dividend recapitalizations, equity grants). Experience navigating behavioral and family dynamics with business owners (e.g., addressing “fair vs. equal” considerations). Working knowledge of corporate structures, owner cash‑flow considerations, and the estate‑tax landscape. Participates in consultations with clients and prospects on PNC's ability to assist them across the full range of succession planning solutions. Partners internally with the Asset Management Group and C&IB. Engages in strategic discussions with clients and/or prospects to maintain and/or strengthen our relationships and to provide industry insights that are beneficial to both the individual and the company. Assesses the scope and resources required for various modular tax, estate and financial plans and manages the resources for efficiency. Identifies, researches, and evaluates the market. Regularly engages with relationship managers, Corporate Banking leadership team, and the transactional teams to ensure open and continued communication regarding the alignment of strategic alternatives offered by PNC. Conducts and reviews research as appropriate, and develops tax, estate and financial analyses and plans. Makes generally accepted recommendations to team and may make recommendations to clients. May provide direction to wealth strategists and associates. Retains and grows assets under management by working with clients, prospective clients, and Centers of Influence and by providing advice and implementation. Identifies solutions and PNC services as sales opportunities to enhance existing client relationships. Develops new client relationships through networking, prospecting and referrals.

Preferred Qualifications (Not Required)

• Background as a credit analyst.


• Corporate and/or personal tax experience in public accounting.


• Combined Trust & Estate and Corporate Tax experience as an attorney or CPA.


• Experience in a similar role within a financial institution.


• Advising family office clients.

Employee Expectations

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.

Education & Certifications

• Bachelors


• Certifications - No Required Certification(s)


• Licenses - No Required License(s)


• Language Assessments - No Required or Preferred Language Assessments

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.


• 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.

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.

For nearly 160 years, PNC has strived to make a meaningful impact for our employees, customers, communities, and shareholders. We believe our success and positive reputation are built on open and honest dialogue, an unwavering focus on smart risk management, relationship-based customer service and community investments. Our inclusive workplace allows our employees to be heard, valued, and developed to do their best work. Being a great place to work means we are making a lasting difference for everyone we serve. PNC’s total rewards package includes things like time off, benefits, learning and career development, wellness programs, recognition and much more. The benefits and programs highlighted below are just a sampling of what PNC offers its employees. To learn more, visit our Total Rewards page.