Private Business Strategist

In this Private Business Strategist role, you will advise business owners on succession planning and wealth implications, partnering with internal teams to deliver integrated solutions. You'll assess needs, conduct financial and estate analyses, and develop strategic plans that align personal wealth with business transitions. You will engage clients, nurture relationships, and present recommendations that support growth and wealth preservation. This role combines private banking expertise with family dynamics to drive meaningful outcomes for owners and their enterprises. You will work in a collaborative, client-focused environment at PNC's Private Bank.

• medical/dental/vision insurance
• 401(k) with match
• pension and stock purchase plans
• paid time off (holidays, vacation, personal days)
• education assistance
• wellness program with financial incentives

• Conduct consultations with clients and prospects on succession planning solutions
• Partner with Asset Management Group and Corporate & Institutional Banking to align strategies
• Assess scope and resources for modular tax, estate, and financial plans and manage resources
• Research markets and develop tax, estate, and financial analyses and plans
• Provide recommendations to the team and clients; potentially mentor wealth strategists and associates
• Retain and grow assets under management through relationship-building and referrals
• Identify solutions and PNC services as sales opportunities to enhance client relationships
• Develop new client relationships via networking, prospecting, and referrals

• Engage business owners to translate goals into growth insights and wealth impact
• Knowledge of transition methods and estate planning techniques
• Understanding of how transition strategies affect capital structure and taxes
• Experience navigating family dynamics in business ownership
• Working knowledge of corporate structures and owner cash-flow considerations
• 8+ years of industry experience; university degree (as stated)
• Ability to collaborate with multiple internal teams to execute plans

• Client relationship management
• Communication and interpersonal skills
• Decision making and critical thinking
• Tax and estate planning analysis
• Financial planning and analysis
• Market research and strategic assessment