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 Wealth Strategist Market Manager within PNC's Private Bank organization, you will be based in Atlanta, GA.

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.

Job Description

• Directs and oversees the Wealth Strategy function, including critical measurements of assigned market or group. Supports the overall mission and vision of the business. Coordinates/conducts acquisition, performance management, mentoring and coaching reviews of Wealth Strategists while attaining noteworthy customer experience results.
• Develops and executes strategies to ensure that the goals and objectives of the geographic area (and/or team) can be met. Monitors adherence to AMG's risk and compliance policies and processes for the assigned area.
• Builds relationships and works closely with internal and external business leaders to facilitate integrated business development opportunities and solutions for clients.
• Assesses the scope and resources required for various modular tax, estate and financial plans and manages the resources for efficiency.
• Serves as a subject matter authority for the assigned team and business leadership. Manages the execution of group project activities to support the ongoing strategic plans of the Wealth Strategy group.

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.

PNC also has fundamental expectations of our people managers. As a manager of talent in PNC, you will be expected to:

• Include Intentionally - Cultivates diverse teams and inclusive workplaces to expand thinking.
• Live the Values - Role models our values with transparency and courage.
• Enable Change - Takes action to drive change and innovation that will transform our business.
• Achieve Results - Takes personal ownership to deliver results. Empowers and trusts others in decision making.
• Develop the Best - Raises the bar with every talent decision and guides the achievement of all employees and customers.

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.

Preferred Skills

Capital Management, Client Prospecting, Client Relationship Building, Competitive Advantages, Decision Making, Financial Operations, Investment Banking, Revenue Recognition

Competencies

Business Acumen, Client Relationship Management, Effective Communications, Networking, Problem Solvi