Private Business Strategist

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 a Private Business Strategist within PNC's Private Bank organization, you may be based in Dallas, Austin or Houston, TX.

Job : R215210

Demonstrated ability to engage business owners in discussions about their business goals and translate those conversations into insights regarding business growth and the corresponding impact on the owner’s personal wealth.

Ability to integrate transition‑planning strategies into both personal and corporate planning, including:

• Evaluation of transition methods (e.g., retain vs. sell).
• Preservation of capital through effective estate‑planning techniques.
• Explanation of how various transition strategies affect a company’s capital structure and the owners’ tax positions (e.g., redemptions, dividend recapitalizations, equity grants).
• Experience navigating behavioral and family dynamics with business owners (e.g., addressing “fair vs. equal” considerations).
• Working knowledge of corporate structures, owner cash‑flow considerations, and the estate‑tax landscape.

• Background as a credit analyst.
• Corporate and/or personal tax experience in public accounting.
• Combined Trust & Estate and Corporate Tax experience as an attorney or CPA.
• Experience in a similar role within a financial institution.
• Advising family office clients.

• 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 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.

• Client Relationship Management
• Customer Experience Management
• Decision Making and Critical Thinking
• Financial Services Industry
• Networking
• Sales Scoping and Qualification
• Value Selling

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