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Senior Relationship Strategist

2 months 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 or support client management activities with clients and prospective clients, developing and executing relationship management plans to acquire and retain clients.
  • Coordinate with the team to determine action plans through thorough discovery of client needs, delivering exceptional client experiences.
  • Hold a book of business consisting of the largest and/or most complex and sophisticated client relationships, assisting directors in developing team members.
  • Manage risk through appropriate client selection, ensuring service delivery is consistent with fees being charged, working with risk partners to escalate client concerns.
  • Maintain timely, accurate, and complete sales/client relationship management administration tasks, ensuring execution of team processes.
Requirements
  • University/college degree, higher level education desirable.
  • Industry relevant experience, typically 8+ years.
  • Working knowledge of all business segment capabilities and offerings.
  • Strong client commitment and advocacy, delivering proactive and responsive service to meet client goals.
What We Offer

PNC Financial Services Group offers a comprehensive range of benefits to help meet your needs now and in the future, including medical/prescription drug coverage, dental and vision options, employee and spouse/child life insurance, short and long-term disability protection, 401(k) with PNC match, pension and stock purchase plans, dependent care reimbursement account, back-up child/elder care, adoption, surrogacy, and doula reimbursement, educational assistance, and a robust wellness program with financial incentives.

PNC Financial Services Group is an equal employment opportunity employer, providing equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.