Senior Relationship Strategist

2 weeks ago


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

Position Summary

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 relationship management plans to acquire and retain high net worth and ultra high net worth clients.

The ideal candidate will have extensive experience working with complex client relationships and a proven track record of driving business growth. Strong communication and interpersonal skills are essential for success in this role.

Key Responsibilities

  • Develop and execute relationship management plans to acquire and retain high net worth and ultra high net worth clients.
  • Lead client management activities with clients and prospective clients, ensuring exceptional client experience.
  • Coordinate with team members to determine action plans and deliver proactive and responsive service to meet client goals.
  • Manage risk through appropriate client selection and ensure that service delivery is consistent with fees being charged.
  • Maintain timely, accurate and complete sales/client relationship management administration tasks.

Requirements

  • 8+ years of industry relevant experience, preferably with a book of business.
  • Strong knowledge of business segment capabilities and offerings.
  • Excellent communication and interpersonal skills.
  • Ability to work in a fast-paced environment and prioritize multiple tasks.

What We Offer

PNC Financial Services Group offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include 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.

  • 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...


  • 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...


  • 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...


  • 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...


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

    Job OverviewPNC 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 ResponsibilitiesLead client management activities with clients and...


  • 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...


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

    Job DescriptionPNC Financial Services Group is seeking a highly skilled Senior Relationship Strategist to join our Private Bank organization in San Diego, CA.Key Responsibilities:Develop and execute a relationship management plan to acquire and retain high net worth and ultra high net worth clients.Lead or support client management activities with clients...


  • San Francisco, California, United States First Citizens Bank Full time

    Job Title: Senior Portfolio StrategistAt First Citizens Bank, we are seeking a highly skilled Senior Portfolio Strategist to join our team. As a key member of our Wealth Management group, you will be responsible for managing high net worth client relationships and providing expert investment advice.Key Responsibilities:Develop and implement investment...


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

    Job DescriptionPNC 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...


  • San Francisco, California, United States First Citizens Bank Full time

    Job SummaryWe are seeking a highly skilled and experienced Senior Portfolio Strategist to join our team at First Citizens Bank. As a key member of our Wealth Management group, you will be responsible for providing expert investment advice and portfolio management services to our high net worth clients.Key ResponsibilitiesDevelop and implement comprehensive...


  • San Jose, California, United States Edison Smart® Full time

    Job Title: Senior Account StrategistEdison Smart is seeking a Senior Account Strategist to join our team. As a Senior Account Strategist, you will play a critical role in driving business growth and developing strategic relationships with key customers.About the Role:The Senior Account Strategist will be responsible for:Developing and executing sales...


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

    Job DescriptionPNC Financial Services Group is seeking a highly skilled Senior Relationship Strategist to join our Private Bank organization in San Diego, CA.The ideal candidate will have extensive experience working with high net worth and ultra high net worth clients, preferably with an existing book of business. Current knowledge of local market and...


  • 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: ...


  • San Francisco, California, United States Microsoft Corporation Full time

    Job DescriptionJob 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 efforts for our enterprise customers, providing technical guidance, and...


  • San Francisco, California, United States First Citizens Bank Full time

    Job SummaryWe are seeking a highly skilled Senior Portfolio Strategist to join our team at First Citizens Bank. As a key member of our Capital Management Group, you will be responsible for managing high net worth client relationships and providing expert investment advice.Key ResponsibilitiesPortfolio Strategy: Develop and implement customized investment...


  • San Francisco, California, United States First Citizens Bank Full time

    Job SummaryWe are seeking a highly skilled Senior Portfolio Strategist to join our team at First Citizens Bank. As a key member of our Wealth Management group, you will be responsible for providing expert investment advice and portfolio management services to our high net worth clients.Key ResponsibilitiesPortfolio Strategy: Develop and implement customized...


  • 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...


  • San Francisco, California, United States Northern Trust Full time

    About Northern Trust:Northern Trust is a leading global financial institution that has been in continuous operation since 1889.We are proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity.With over 130...


  • 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...


  • 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...