Closely Held Business Advisor III

Position Overview

This role will be based in a PNC location. Responsibilities require time in the office or in the field on a regular basis.

• Makes business decisions regarding new business that includes closely‑held (non‑publicly traded) assets and evaluates ability to accept these assets. Involved in more complex sales of assets and related legal issues. Monitors, coordinates, interprets and processes financial and non‑financial information on a monthly basis relating to closely‑held (non‑publicly traded) assets held within Investment Management and Trust accounts. May provide guidance to other team members.
• Works with the sales and fiduciary teams who are proposing new business that includes a closely‑held asset. Evaluates ability to accept the asset and helps determine the best plan of administration. Coordinates and operates committee presentations with advisors and other committee chairs responsible for the oversight of special asset acceptance, administration or disposition reviews.
• Works with various internal partners to help support the acquisition, accurate reporting and sale of assigned closely‑held assets and is often the lead for these relationships.
• Coordinates and conducts fiduciary reviews of assigned closely‑held business assets, including more complex assets or relationships, held within wealth accounts and makes investment/fiduciary recommendations related to the asset for presentation at the monthly committee meeting.
• Provides compliance‑based reporting for assets that have been flagged as exceptions as well as oversees, coordinates and performs compliance reviews for assets accepted.

PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:

• Customer Focused – Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
• Managing Risk – Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.

Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.

• Capital Management
• Corporate Finance
• Economic Policy
• Financial Accounting
• Investment Management
• Management Reporting
• Meeting Organization
• Revenue Recognition
• Trading Strategies

• Consulting
• Effective Communications
• Fiduciary Responsibilities
• Financial Analysis
• Investment Management
• Investment Operations Management
• Problem Solving
• Products and Services
• Regulatory Environment – Financial Services
• Risk & Control Self Assessment (RCSA)

Roles at this level typically require a university / college degree, with 5+ years of industry‑relevant experience. Specific certifications are often required. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.

Bachelors

No Required Certification(s)

No Required License(s)

Base Salary: $65,000.00 – $. Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance.

Generally, this opening is expected to be posted for two business days from 04/10/2026, although it may be longer with business discretion.

PNC 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 (with a Health Savings Account feature), 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…