Senior Relationship Strategist

12 hours ago


San Jose, California, United States PNC Financial Services Group Full time
Job Overview

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.
  • Collaborate with cross-functional teams to determine action plans and deliver exceptional client experiences.
  • Manage risk through client selection and ensure service delivery aligns with fees charged.
  • Maintain timely and accurate sales/client relationship management administration tasks.
Requirements
  • 8+ years of industry experience, preferably with a book of business.
  • Strong knowledge of local market and centers of influence.
  • Excellent communication and interpersonal skills.
  • Ability to work in a fast-paced environment and prioritize multiple tasks.
What We Offer

PNC offers a comprehensive range of benefits, including medical, dental, and vision coverage, 401(k) with PNC match, pension, and stock purchase plans, and paid time off.

We are an equal employment opportunity employer and welcome applications from diverse candidates.



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