Operations Lead Senior – PNC Wealth Management

Position Overview

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As an Operations Work Lead Senior within PNC Wealth Management, you will be based in Cleveland, OH at the 1900

E. 9th Street location. PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.

• Oversees operations workflow and assists team with executing complex transactions/processes.
• Monitors and coordinates operations workflow and resolves escalated issues. May process and/or reconcile transactions of moderate to high risk and financial value in accordance with established policies and procedures. Partners internally to identify, resolve, and provide guidance regarding escalations. May interact with external customers and third parties in completing transactions or resolving escalated issues.
• Coaches team members and provides applicable training. Leads team huddles/meetings and/or continuous improvement sessions. Provides input on team member performance and development.
• Provides consultation and advice to internal and external customers. Reviews existing processes and drives improvements/implementation. Updates standard operating procedures. Participates in and serves as subject matter resource for projects.
• Reviews transactions and related documents to verify completeness, accuracy, conformance to established service levels and compliance with applicable policies and procedures. Participates in risk mitigation activities. Verifies completeness and accuracy of procedures.

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.

• Accountability
• Ensure Compliance
• People Management
• Personal Initiative
• Process Improvements
• Results-Oriented
• Risk Mitigation Strategies
• Standard Operating Procedure (SOP)

• Accuracy and Attention to Detail
• Effective Communications
• Managing Multiple Priorities
• Operational Functions
• Problem Management Process
• Process Management
• Products and Services
• Standard Operating Procedures

Work Experience:

Roles at this level typically require a university / college degree with 1 year of professional experience and/or successful completion of a formal development program. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.

Education:

Bachelors

Certifications:

No Required Certification(s)

Licenses:
No Required License(s)

Base Salary: $37,000.00 — $67,000.00. Salaries may vary based on geographic location, market data and on individual skills, experience, and education.

Generally, this opening is expected to be posted for two business days from 02/06/2026, 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…