Private Business Strategist

PNC; Cleveland (OH); On-site; USD 133,000 - 247,000; Full time

Benefits offered by this job

Medical/prescription coverage with HSA

Dental and vision insurance

Life insurance

401(k) with PNC match

Pension and stock purchase plans

Dependent care reimbursement

Educational assistance

Wellness program

Job summary

PNC is seeking a Private Business Strategist in the Private Bank to engage business owners, translate goals into wealth strategies, and integrate tax and estate planning into corporate planning. The role supports growth by advising on transition options and capital structure, with collaboration across Asset Management and banking teams.

The ideal candidate will have 8+ years in the industry, a Bachelor’s degree, and a track record in relationship management and financial consulting.

Qualifications

• 8+ years of industry-relevant experience.
• University or college degree required; advanced degrees and certifications desirable.
• Comparable combinations of education, experience and certifications may be considered.

Responsibilities

• Engage business owners in discussions about their goals and translate insights into growth and impact on personal wealth.
• Integrate transition‑planning strategies into personal and corporate planning, evaluating options like retain vs. sell, estate‑planning techniques, and tax considerations.
• Explain how transition strategies affect a company’s capital structure and owners’ tax positions.
• Navigate behavioral and family dynamics with business owners, addressing issues such as fair vs. equal considerations.
• Maintain working knowledge of corporate structures, owner cash‑flow considerations, and the estate‑tax landscape.
• Consult with clients across the full range of succession planning solutions, partnering internally with Asset Management and commercial & industrial banking teams.
• Assess resources required for tax, estate and financial plans, managing efficiency and aligning strategic alternatives offered by PNC.
• Conduct research, develop tax, estate and financial analyses, and make recommendations to clients and associates.
• Drive asset‑growth by advising clients, prospects and Centers of Influence, identifying sales opportunities to enhance relationships.
• Build new client relationships through networking, prospecting and referrals.

Skills

Client Relationship Management

Customer Experience Management

Decision Making

Financial Services Industry

Networking

Sales Scoping

Value Selling

Education

Bachelor’s degree

Job description

Position Overview

We are a Private Business Strategist at PNC’s Private Bank organization, based in Cleveland, Akron, Canton or Columbus, OH. Our culture is rooted in inclusivity and collaboration, ensuring every employee feels respected, valued and empowered to contribute to our success.

Responsibilities

• Engage business owners in discussions about their goals and translate insights into growth and impact on personal wealth.
• Integrate transition‑planning strategies into personal and corporate planning, evaluating options like retain vs. sell, estate‑planning techniques, and tax considerations.
• Explain how transition strategies affect a company’s capital structure and owners’ tax positions (e.g., redemptions, dividend recapitalizations, equity grants).
• Navigate behavioral and family dynamics with business owners, addressing issues such as fair vs. equal considerations.
• Maintain working knowledge of corporate structures, owner cash‑flow considerations, and the estate‑tax landscape.
• Consult with clients across the full range of succession planning solutions, partnering internally with Asset Management and commercial & industrial banking teams.
• Assess resources required for tax, estate and financial plans, managing efficiency and aligning strategic alternatives offered by PNC.
• Conduct research, develop tax, estate and financial analyses, and make recommendations to clients and associates.
• Drive asset‑growth by advising clients, prospects and Centers of Influence, identifying sales opportunities to enhance relationships.
• Build 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

• Customer Focused – Use PNC values to align customer needs and satisfaction in all decisions.
• Managing Risk – Assess and manage risks associated with business objectives in accordance with the Enterprise Risk Management Framework.

Qualifications

Competencies: Client Relationship Management, Customer Experience Management, Decision Making and Critical Thinking, Financial Services Industry, Networking, Sales Scoping and Qualification, Value Selling.

Work Experience: 8+ years of industry-relevant experience. University or college degree required; advanced degrees and certifications desirable. Comparable combinations of education, experience and certifications may be considered.

Education: Bachelor’s degree.

Certifications: None required.

Licenses: None required.

Pay Transparency

Base Salary: $133,000 – $247,000, with incentive pay based on performance.

Benefits

Comprehensive benefits include medical/prescription drug coverage with a Health Savings Account, dental and vision options, life insurance, disability protection, 401(k) with PNC match, pension and stock purchase plans, dependent care reimbursement, adoption/surrogacy reimbursements, educational assistance, a robust wellness program, and paid time off (maternity/parental leave, holidays, vacation, and sick days). For full details, visit pncthrive.com.

Disability Accommodations Statement

We are committed to providing reasonable accommodations to employees and applicants with disabilities.

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 protected categories. This position is subject to applicable regulatory requirements, including the Federal Deposit Insurance Act, SAFE Act, and FINRA standards.

California Residents

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