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Lead Wealth Management Strategist

2 months ago

Tampa, Florida, United States PNC Financial Services Group Full time
Position Overview

At PNC Financial Services Group, our workforce is our most significant asset and competitive edge in the sectors we operate. We are committed to providing an exceptional experience for our clients. Each day, we collaborate to cultivate an inclusive workplace culture where every employee feels respected, valued, and empowered to contribute to the organization's success. As a Senior Wealth Strategist within the PNC Private Bank division, you will play a pivotal role in our financial services team.

This position primarily operates from a PNC location, with responsibilities that necessitate regular in-office or field engagement. Some tasks may be performed remotely, depending on managerial discretion.

Job Responsibilities
  • Designs, advises on, and executes intricate tax, estate, and financial strategies for clients, including those with the highest complexity. Collaborates with specialized planning resources on complex matters and assists in acquiring new clientele. Maintains, enhances, and deepens existing client relationships.
  • Conducts thorough research and develops comprehensive tax, estate, and financial analyses and strategies. Provides well-founded recommendations to the team and may advise clients directly. May oversee the work of wealth strategists and associates.
  • Increases assets under management by engaging with clients, prospective clients, and Centers of Influence, offering guidance and implementation services.
  • Identifies opportunities for PNC services as solutions to strengthen existing client relationships.
  • Establishes new client connections through networking, prospecting, and referrals.
PNC employees take pride in our reputation, and to uphold this, we expect our team members to be:
  • Customer-Centric - Understanding the values and practices that prioritize customer needs and satisfaction in all business decisions, leveraging this knowledge to create tailored customer solutions.
  • Risk Management - Evaluating and effectively managing all risks associated with business objectives and activities to ensure compliance with PNC's Enterprise Risk Management Framework.
Qualifications

Successful candidates must exhibit the requisite knowledge, skills, and abilities for this role. Below are the skills, competencies, work experience, education, and necessary certifications/licensures essential for success in this position.

Preferred Skills
Capital Management, Client Acquisition, Client Engagement, Competitive Strategy, Decision-Making, Financial Operations, Investment Strategies, Revenue Management

Competencies
Business Insight, Client Relationship Management, Analytical Thinking, Effective Communication, Investment Knowledge, Networking, Problem Solving, Product Knowledge, Value Proposition

Work Experience
Positions at this level typically require a university/college degree. Advanced education such as a Master's degree, PhD, or relevant certifications is preferred. Industry-related experience generally spans 8+ years. Specific certifications may be required. In lieu of a degree, a comparable combination of education, job-specific certifications, and experience (including military service) may be considered.

Education
JD

Certifications
No Required Certification(s)

Licenses
No Required License(s)

Benefits

PNC offers a comprehensive array of benefits to support your needs now and in the future. Depending on eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision plans; life insurance for employees and dependents; short and long-term disability coverage; 401(k) with PNC match, pension, and stock purchase plans; dependent care reimbursement; backup child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select fully funded programs; and a robust wellness program with financial incentives.

Additionally, PNC typically provides the following paid time off, based on eligibility*: maternity and/or parental leave; up to 11 paid holidays annually; 8 occasional absence days each year, unless otherwise mandated by law; between 15 to 25 vacation days each year, depending on career level and years of service.

To learn more about these and other programs, including benefits for full-time and part-time employees, please visit our website.

*For more information, please refer to the relevant links on our website.

Disability Accommodations Statement

If an accommodation is required to participate in the application process, please contact us. Include "accommodation request" in the subject line and ensure your name, the job ID, and your preferred method of contact are included in the message. All information provided will be kept confidential and used solely to provide necessary reasonable accommodations.

At PNC, we promote an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with disabilities who require assistance to perform essential job functions.

Equal Employment Opportunity (EEO)

PNC is committed to providing equal employment opportunities to qualified individuals regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.

California Residents

Refer to the California Consumer Privacy Act Privacy Notice to understand how PNC may use or disclose your personal information in our hiring practices.