Senior Private Banking Relationship Strategist

PNC; Boston (MA); On-site; USD 80,000 - 299,000; Full time

Benefits offered by this job

Medical/prescription coverage

401(k) with match

Paid time off

Dental and vision options

Wellness program

Job summary

PNC in Boston seeks a Sr. Relationship Strategist in the Private Bank to lead client management, expand the book of business, and deliver exceptional service.

Based in Boston, the role supports the New England region with a focus on growth, risk-aware relationship practices, and cross-functional collaboration to meet client goals. The position offers incentive eligibility with compensation tied to performance.

Qualifications

• Sales DNA driving the sales process, not just relationship management.
• Technical knowledge relevant to private banking.
• Strong local network of professionals (attorneys, accountants, wealth firms).

Responsibilities

• Leads client management activities with clients and prospective clients; develops plans to acquire and retain clients.
• Coordinates with team to determine action plan through discovery of client needs to deliver exceptional client experience.
• Owns growth of their book of business through client expansion and new client acquisition; develops sourcing strategies.
• Manages risk through client selection and ensures service delivery aligns with fees; works with risk partners to escalate risks.
• Maintains timely sales/client relationship management tasks and may train or mentor team members.

Skills

Sales DNA

Technical knowledge

Local network

Education

Bachelor's degree

Job description

PNC in Boston seeks a Sr. Relationship Strategist in the Private Bank to lead client management, expand the book of business, and deliver exceptional service.

Based in Boston, the role supports the New England region with a focus on growth, risk-aware relationship practices, and cross-functional collaboration to meet client goals. The position offers incentive eligibility with compensation tied to performance.