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 companys success. As a Private Business Strategist within PNCs Private Bank organization you will be based in Chicago or Milwaukee.

The position is primarily based in a PNC location. Responsibilities require time in the office or in the field on a regular basis. Some responsibilities may be performed remotely at the managers discretion.

PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.

Job Description

• Participates in consultations with clients and prospects on PNCs 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 :

Qualifications

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.

Competencies

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

Work Experience

Roles at this level typically require a university / college degree. Higher level education such as a Masters degree PhD or certifications is desirable. Industry relevant experience is typically 8 years. Specific certifications are often 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)

Pay Transparency

Base Salary : $96000.00 $269000.00

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.

Application Window

Generally this opening is expected to be posted for two business days from 10 / 20 / 2025 although it may be longer with business discretion.

Benefits

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 reimbursement account; back-up child / elder care; adoption surrogacy and doula reimbursement; educational assistance including select programs fully paid; a robust wellness program with financial incentives.

In addition PNC generally provides the following paid time off depending on your eligibility : maternity and / or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year unless otherwise required by law; between 15 to 25 vacation days each year depending on career level; and years of service.

To learn more about these and other programs including benefits for full time and part-time employees visit Your PNC Total Rewards.

Disability Accommodations Statement

If an accommodation is required to participate in the application process please contact us via email at . Please include accommodation request in the subject line title and be sure to include your name the job ID and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call and say Workday for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.

At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.

Equal Employment Opportunity (EEO)

PNC provides equal employment opportunity to qualified persons regardless of race color sex religion national origin age sexual orientation gender identity disability veteran status or other categories protected by law.

This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and for any registered role the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and / or the Financial Industry Regulatory Authority (FINRA) which prohibit the hiring of individuals with certain criminal history.

California Residents

Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

Key Skills

Clerical,Diploma,Foreclosure Paralegal,Flight Operations,Construction Equipment

Employment Type : Full-Time

Experience : years

Vacancy : 1

Monthly Salary Salary : 96000 - 269000