Private Business Strategist

* Participates in consultations with clients and prospects on PNC's ability to assist them across the full range of succession planning solutions. Partners internally with the Asset Management Group and C&IB. Engages in strategic discussions with clients and/or prospects to maintain and/or strengthen our relationships and to provide industry insights that are beneficial to both the individual and the company.
* Assesses the scope and resources required for various modular tax, estate and financial plans and manages the resources for efficiency. Identifies, researches, and evaluates the market. Regularly engages with relationship managers, Corporate Banking leadership team, and the transactional teams to ensure open and continued communication regarding the alignment of strategic alternatives offered by PNC.
* Conducts and reviews research as appropriate, and develops tax, estate and financial analyses and plans. Makes generally accepted recommendations to team and may make recommendations to clients. May provide direction to wealth strategists and associates.
* Retains and grows assets under management by working with clients, prospective clients, and Centers of Influence and by providing advice and implementation.
* Identifies solutions and PNC services as sales opportunities to enhance existing client relationships.
* Develops new client relationships through networking, prospecting and referrals.

PNC’s total rewards package includes things like time off, benefits, learning and career development, wellness programs, recognition and much more. The benefits and programs highlighted below are just a sampling of what PNC offers its employees. To learn more, visit our .
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