Private Business Strategist

In this role you drive succession planning and wealth strategies for business owners within PNC's Private Bank. You work closely with clients, internal partners, and relationship managers to translate business goals into integrated personal and corporate plans. You'll assess resources, research markets, and craft analyses that shape strategic choices around estate and tax considerations. This is an opportunity to influence client outcomes and strengthen long-term relationships in a collaborative, client-focused environment.

• Medical and vision/dental options
• 401(k) with company match
• Pension and stock purchase plans
• Paid holidays and vacation allotments
• Educational assistance programs
• Wellness program and voluntary leaves

• Lead consultations with clients and prospects on succession planning and wealth solutions
• Collaborate with Asset Management Group and Corporate & Institutional Banking for integrated advice
• Scope and manage resources for modular tax, estate, and financial plans
• Research and evaluate market opportunities to inform recommendations
• Coordinate with relationship managers and leadership to align strategic options
• Prepare and review tax, estate, and financial analyses and plans
• Provide direction to wealth strategists and associates as needed
• Grow assets under management through client engagement, prospecting, and referrals
• Identify and pursue sales opportunities to enhance client relationships

• Engagement with business owners to map goals to growth and wealth impact
• Experience in tax, estate planning, and corporate structures relevant to owners
• Strong understanding of owner cash-flow, estate-tax landscape, and transition strategies
• Ability to navigate family dynamics and behavioral considerations in ownership contexts
• 8+ years of industry experience; bachelor's degree required; advanced degrees or certifications desirable
• Familiarity with cross-functional collaboration and strategic advisory roles

• Client relationship management
• Communication and presentation skills
• Critical thinking and decision making
• Estate and tax planning analyses
• Modular tax planning methods
• Understanding of corporate structures and cash-flow planning