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. Responsibilities 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. 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). Work with clients, prospective clients, and Centers of Influence to retain and grow assets under management. Identify solutions and PNC services as sales opportunities to enhance existing client relationships. Develop new client relationships through networking, prospecting, and referrals. Participate in consultations with clients and prospects on PNC's succession planning solutions, partnering internally with the Asset Management Group and C&IB. Assess the scope and resources required for various modular tax, estate and financial plans and manage resources for efficiency. Conduct and review research, develop tax, estate and financial analyses and plans, and make generally accepted recommendations to the team and clients. Maintain open and continued communication with relationship managers, Corporate Banking leadership, and transactional teams regarding strategic alternatives offered by PNC. Preferred Qualifications (Not Required) 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. Qualifications 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 master's degree, Ph.D., or certifications is desirable. Industry relevant experience is typically 8+ years. 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. Education: Bachelor’s degree. Certifications: None required. Licenses: None required. 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 paid time off, including maternity and/or parental leave, up to 11 paid holidays, occasional absence days, vacation days, and years of service. Disability Accommodations Statement If an accommodation is required to participate in the application process, please contact us via email at View email address on click.appcast.io. Please include "accommodation request" in the subject line and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Applicants may also call View phone number on click.appcast.io 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. 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 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 FINRA, which prohibit the hiring of individuals with certain criminal history. #J-18808-Ljbffr Fairygodboss