Private Wealth Growth Strategist

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

Benefits offered by this job

Health insurance

401(k) with PNC match

Paid time off

Job summary

PNC is seeking a Private Business Strategist within its Private Bank to engage business owners, translate goals into growth insights, and integrate transition-planning into personal and corporate strategies. You’ll assess modular tax, estate and financial plans and coordinate with relationship managers and leadership to align strategic options.

Ideal candidates will bring 8+ years of industry experience, a Bachelor's degree, and strong relationship management, networking, and value-selling

Qualifications

• Industry relevant experience is typically 8+ years.
• Bachelor's degree is required; Masters/PhD or certifications are desirable.
• No specific certifications are required.

Responsibilities

• Participates in consultations with clients and prospects on succession planning solutions.
• Partners internally with the Asset Management Group and C&IB.
• Engages in strategic discussions to maintain and strengthen relationships and provide insights.
• Develops tax, estate and financial analyses and plans.
• Retains and grows assets under management by working with clients.

Skills

Client Relationship Management

Customer Experience Management

Decision Making

Financial Services Industry

Networking

Sales Scoping and Qualification

Value Selling

Education

Bachelors

Job description

PNC is seeking a Private Business Strategist within its Private Bank to engage business owners, translate goals into growth insights, and integrate transition-planning into personal and corporate strategies. You’ll assess modular tax, estate and financial plans and coordinate with relationship managers and leadership to align strategic options.

Ideal candidates will bring 8+ years of industry experience, a Bachelor's degree, and strong relationship management, networking, and value-selling