Private Business Strategist

Fairygodboss; Houston (TX); On-site; USD 90,000 - 170,000; Full time

Benefits offered by this job

Medical/prescription coverage

401(k) with company match

Pension and stock purchase plans

Paid holidays and vacation

Job summary

PNC seeks a Private Business Strategist in its Private Bank organization, based in Texas. You’ll engage business owners, translate goals into growth strategies, and integrate tax, estate planning and succession planning insights.

Ideal candidates have 8+ years in wealth planning, strong client relationship skills, and a track record growing assets under management while advancing strategic alternatives for clients.

Qualifications

• 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, preservation of capital through estate-planning techniques, and understanding tax implications.
• Working knowledge of corporate structures, owner cash-flow considerations, and the estate-tax landscape.

Responsibilities

• Participates in consultations with clients and prospects on PNC's ability to assist them across the full range of succession planning solutions.
• Assesses the scope and resources required for various modular tax, estate and financial plans and manages the resources for efficiency.
• Conducts and reviews research, develops tax, estate and financial analyses and plans, and makes recommendations to clients.
• Retains and grows assets under management by working with clients and Centers of Influence.

Skills

Client Relationship Management

Customer Experience Management

Decision Making and Critical Thinking

Financial Services Industry

Networking

Sales Scoping and Qualification

Value Selling

Education

Bachelor's degree

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 Private Business Strategist within PNC's Private Bank organization, you may be based in Dallas, Fort Worth, Austin or Houston, TX.

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.

Qualifications & 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.

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.

Job Description

• 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.

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.

Competencies

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

Work Experience

Roles at this level typically require a university / college degree. Higher level education such as a Masters degree, PhD, or certifications is desirable. Industry relevant experience is typically 8+ years. Specific certifications are often required. 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

• 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.
• 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.