Senior Relationship Strategist

2 months ago

San Diego, California, United States PNC Financial Services Group Full time
Job Description

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

Key Responsibilities:
  • Client Management: Lead or support client management activities with clients and prospective clients, ensuring exceptional client experience and ongoing relationship growth.
  • Relationship Development: Develop and execute strategies for proactively sourcing new relationships for the bank, expanding existing client relationships, and identifying new business opportunities.
  • Risk Management: Manage risk through appropriate client selection, ensuring that service delivery is consistent with fees being charged, and working with risk partners to escalate client concerns.
  • Team Collaboration: Collaborate with team members to determine action plans, review needs assessments, and ensure a strong client commitment and advocacy.
  • Business Growth: Hold accountability for the growth of your book of business through client expansion and new client acquisition, and consistently seek ways to expand your external network for business development.
Requirements:
  • Education: Bachelor's degree or higher in a related field.
  • Experience: 8+ years of industry experience, preferably in a relationship management or business development role.
  • Skills: Strong communication and interpersonal skills, ability to build and maintain relationships, and knowledge of financial products and services.
  • Certifications: Industry-relevant certifications or designations may be required.
Benefits:
  • Competitive Salary: $104,000.00 – $209,300.00 per year, based on experience and qualifications.
  • Benefits Package: Comprehensive benefits package, including medical, dental, and vision coverage, 401(k) with PNC match, and paid time off.
  • Professional Development: Opportunities for professional growth and development, including training and mentorship programs.

  • Senior Relationship Strategist

    4 weeks ago

    San Diego, California, United States PNC Full time

    Job Title: Senior Relationship StrategistPNC is seeking a highly skilled Senior Relationship Strategist to join our Private Bank organization in San Diego, CA. As a key member of our team, you will be responsible for developing and executing a relationship management plan to acquire and retain clients.Key Responsibilities:Lead or support client management...

  • Senior Relationship Strategist

    4 weeks ago

    San Diego, California, United States PNC Financial Services Group Full time

    Job OverviewPosition SummaryPNC Financial Services Group is seeking a highly skilled Senior Relationship Strategist to join our Private Bank organization in San Diego, CA. As a key member of our team, you will be responsible for developing and executing a relationship management plan to acquire and retain high net worth and ultra high net worth clients.Key...

  • Senior Relationship Strategist

    4 weeks ago

    San Francisco, California, United States PNC Full time

    Job Title: Senior Relationship StrategistPNC is seeking a highly skilled Senior Relationship Strategist to join our Private Bank organization. As a key member of our team, you will be responsible for developing and executing relationship management plans to acquire and retain high net worth and ultra high net worth clients.Key Responsibilities:Lead or...

  • Senior Relationship Strategist

    4 weeks ago

    San Francisco, California, United States PNC Financial Services Group Full time

    Job OverviewPosition SummaryPNC 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 relationship management plans to acquire and retain high net worth and ultra high net worth clients.Key ResponsibilitiesLead or support...

  • Senior Relationship Strategist

    1 month ago

    San Francisco, California, United States PNC Financial Services Group Full time

    Job OverviewPosition SummaryPNC 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 relationship management plans to acquire and retain high net worth and ultra high net worth clients.Key ResponsibilitiesLead client...

  • Senior Living Marketing Strategist

    2 weeks ago

    San Jose, California, United States Oakmont Senior Living Full time

    Job SummaryWe are seeking a highly skilled Senior Living Marketing Strategist to join our team at Oakmont Senior Living. As a key member of our sales and marketing team, you will be responsible for developing and implementing strategic marketing plans to drive occupancy and revenue growth.Key Responsibilities:Develop and execute marketing campaigns to...

  • Senior Living Marketing Strategist

    7 days ago

    San Jose, California, United States Oakmont Senior Living Full time

    Job SummaryWe are seeking a highly motivated and experienced Senior Living Marketing Strategist to join our team at Oakmont Senior Living. As a key member of our sales and marketing team, you will be responsible for developing and implementing effective marketing strategies to drive occupancy and revenue growth.Key Responsibilities:Develop and execute...

  • Senior Strategist: Product

    2 weeks ago

    San Francisco, California, United States Capgemini Full time

    About the RoleWe are seeking a Senior Strategist to join our team at Capgemini Invent. As a Senior Strategist, you will play a key role in shaping the future of our clients' businesses by developing innovative solutions that drive growth and transformation.As a Senior Strategist, you will collaborate with designers, technologists, and program managers to...

  • Senior Media Strategist

    2 weeks ago

    San Diego, California, United States Court Avenue Full time

    Job Title: Senior Manager, Media StrategyWe are seeking a highly skilled Senior Manager, Media Strategy to join our team at Court Avenue. As a key member of our media strategy team, you will be responsible for developing and executing integrated media strategies across key accounts, ensuring a cohesive omni-channel approach that aligns with client...

  • Senior Individual Giving Strategist

    4 weeks ago

    San Francisco, California, United States American Heart Association Full time

    Senior Individual Giving Strategist: Western States The American Heart Association is in search of a Senior Individual Giving Strategist dedicated to the Western States region. This role entails fostering connections with benefactors, soliciting contributions, and working alongside colleagues to enhance fundraising efforts. Key Responsibilities: ...

  • Senior Account Strategist

    7 days ago

    San Diego, California, United States TSMC Full time

    Job Summary: We are seeking a highly skilled Senior Account Strategist to join our team at TSMC. The ideal candidate will have a strong background in semiconductor technology and a proven track record of managing complex customer relationships. Key Responsibilities: Develop and execute account strategies to drive revenue growth and customer...

  • Senior Origination Strategist

    1 week ago

    San Francisco, California, United States Renewable Properties Full time

    Job Title: Senior Origination StrategistJob Summary:Renewable Properties is seeking a seasoned and highly motivated Senior Origination Strategist to drive strategy and close business with utility and corporate customers in key energy markets across the US. The ideal candidate has a significant track record of success in developing revenue strategies and...

  • Senior Marketing Strategist

    2 weeks ago

    San Francisco, California, United States Motion Recruitment Full time

    Content Strategist **Job Summary** We are seeking a highly skilled Content Strategist to join our team at Motion Recruitment. As a Content Strategist, you will be responsible for developing and implementing content strategies that drive business results. **Key Responsibilities** * Consult with senior client leadership to develop innovative marketing...

  • Senior Social Content Strategist

    3 weeks ago

    San Francisco, California, United States Adobe Full time

    Job Title: Senior Social Content StrategistAt Adobe, we're passionate about empowering people to create beautiful and powerful digital experiences. We're seeking a Senior Social Content Strategist to join our team and help us push the boundaries of what engaging social media content should be.Job Summary:We're looking for a highly skilled and experienced...

  • Senior Account Technology Strategist

    1 month ago

    San Francisco, California, United States Microsoft Corporation Full time

    Job Title: Senior Account Technology StrategistJob Summary:We are seeking a highly skilled Senior Account Technology Strategist to join our team at Microsoft Corporation. As a key member of our organization, you will be responsible for driving digital transformation and business outcomes for our customers through the effective use of technology.Key...

  • Wealth Strategist, Relationship Manager

    5 days ago

    San Francisco, California, United States BNY Mellon Full time

    Welcome to BNY Mellon, a leading global financial services company at the center of the world's financial system. As a values-driven organization, we empower our colleagues to grow and succeed in a culture that is inclusive, innovative, and empowering.Our Wealth Management team is dedicated to helping successful individuals and their families build, manage,...

  • Digital Marketing Strategist

    2 weeks ago

    San Diego, California, United States ServiceNow Full time

    Senior Digital Marketing StrategistWe are seeking a highly skilled and experienced Senior Digital Marketing Strategist to join our nurture team at ServiceNow. This role is critical in driving our email marketing efforts across various strategic events, webinars, and field marketing events.The ideal candidate will have a strong background in email marketing,...

  • Business Development Strategist

    2 weeks ago

    San Diego, California, United States Hyundai Translead Full time

    Job SummaryThe Business Development Strategist will be responsible for developing and executing a comprehensive strategy for new business opportunities, aligning with the company's overall corporate strategy through collaboration with internal and external stakeholders. This role will involve formulating and executing new market expansion and business...

  • Senior Valuation Strategist

    4 weeks ago

    San Francisco, California, United States Partner Engineering and Science Full time

    About UsPartner Valuation Advisors (PVA) is a leading provider of valuation services, dedicated to delivering exceptional results to our clients. We are actively seeking a highly skilled and experienced professional to join our team as a Senior Valuation Strategist.Job SummaryThis role is responsible for developing and executing valuation strategies that...

  • Senior Wealth Strategist

    4 weeks ago

    San Francisco, California, United States Northern Trust Full time

    About Northern TrustNorthern Trust is a globally recognized, award-winning financial institution with a rich history dating back to 1889. As a Fortune 500 company, we pride ourselves on providing innovative financial services and guidance to the world's most successful individuals, families, and institutions.With over 130 years of financial experience and a...