Private Business Strategist

PNC; Sarasota (FL); On-site; USD 180,000 - 260,000; Full time

Benefits offered by this job

Health insurance

Dental and vision insurance

401(k) with match

Pension and stock purchase plans

Paid holidays and vacation

Job summary

PNC Financial Services Group, Inc. is seeking a Private Business Strategist based in Sarasota, FL.

The role focuses on engaging business owners, translating goals into wealth and transition plans, and coordinating with internal wealth and tax teams. The position emphasizes estate planning, tax implications, and successful client relationship management to grow assets and provide strategic advisory services within PNC's Private Bank.

Qualifications

• Engage business owners to discuss goals and translate into growth insights and personal wealth impact.
• Integrate transition-planning strategies into personal and corporate planning.
• Evaluate transition methods (retain vs. sell) and preserve capital through estate planning techniques.
• Explain how transition strategies affect capital structure and owners' tax positions.
• Navigate family dynamics with business owners and address fair vs. equal considerations.

Responsibilities

• Participates in consultations with clients and prospects on succession planning solutions.
• Partners internally with the Asset Management Group and C&IB.
• Assesses scope and resources for tax, estate and financial plans; manages resources for efficiency.
• Identifies, researches and evaluates the market; communicates with managers and teams.
• Develops tax, estate and financial analyses and makes recommendations to team and clients.
• Retains and grows assets by advising clients and Centers of Influence and implementing plans.

Skills

Client relationship management

Strategic discussions

Estate planning knowledge

Tax understanding

Communication

Networking

Financial services industry

Sales scoping and qualification

Value selling

Education

Bachelor's degree

Job description

## Private Business StrategistApply: FL - Sarasota (34236): Full time: Posted Yesterday: R235620# **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 Sarasota, FL. 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) Candidates with the following experience may stand out: 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.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*** 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)## **Language Assessments**No Required or Preferred Language Assessments# **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.