Senior Relationship Strategist

2 days ago


Walnut Creek, California, United States PNC Financial Services Group Full time
Job Description

PNC Financial Services Group is seeking a highly skilled Senior Relationship Strategist to join our team. As a key member of our organization, you will be responsible for developing and executing strategies to acquire and retain high net worth and ultra high net worth clients.

Key Responsibilities
  • Lead client management activities with clients and prospective clients, developing and executing relationship management plans to drive growth and retention.
  • Coordinate with team members to determine action plans and deliver exceptional client experiences, consistently reviewing needs assessments to identify opportunities for growth.
  • Develop and execute strategies for proactively sourcing new relationships, expanding existing client bases, and identifying new business opportunities.
  • Manage risk through client selection and ensure service delivery aligns with fees charged, working with risk partners to escalate client concerns and drive quick resolution.
  • Maintain timely, accurate, and complete sales/client relationship management administration tasks, ensuring execution of team processes and training/coaching/mentoring other team members as needed.
Requirements
  • University/college degree required; higher education or industry-relevant certifications desirable.
  • 8+ years of industry experience, with a strong track record of client growth and development.
  • Excellent communication, negotiation, and relationship-building skills, with a proven ability to work effectively with cross-functional teams.
  • Strong knowledge of financial products and services, with a focus on high net worth and ultra high net worth clients.
What We Offer

PNC Financial Services Group offers a comprehensive range of benefits to support your career growth and well-being, including medical, dental, and vision coverage, 401(k) matching, and paid time off. We are committed to fostering an inclusive and accessible workplace, and we welcome applications from diverse candidates.



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