Senior Relationship Strategist - PNC Private Bank

Senior Relationship Strategist - PNC Private Bank Position Overview: As a Senior Relationship Strategist within the PNC Private Bank organization, you will be based in Boston, MA. The role emphasizes the development and execution of a relationship management plan to acquire and retain clients, with a book of business that typically includes large or complex client relationships. The position requires time in the office or in the field on a regular basis, with some responsibilities potentially handled remotely at the manager’s discretion. R199330 Job Description Leads or supports client management activities with clients and prospective clients. Responsible for the development and execution of a relationship management plan to acquire and retain clients. Accountable for ongoing exceptional client experience. May assist directors in developing team members. Coordinates with team to determine action plan through discovery of client needs to deliver an exceptional client experience. Reviews needs assessment with clients to determine changes. Maintains working knowledge of all business segment capabilities and offerings. Delivers proactive and responsive service to meet client goals and holds the team accountable for deliverables. Responsible for growth of the book of business through client expansion and new client acquisition. Develops and executes strategies for proactively sourcing new relationships. Maintains communication with existing clients to ensure expansion opportunities are captured. Expands external network for business development. Manages risk through appropriate client selection and ensures service delivery aligns with fees. Partners with risk to escalate client concerns for quick resolution. Demonstrates knowledge of partner offerings to make appropriate introductions and follows up after initial introduction. Maintains timely, accurate sales/client relationship management administration tasks as determined by the business. Executes team processes such as pre-call planning, post-call debriefs and relationship reviews. May train, coach and/or mentor other team members. May participate in special projects to strengthen the business. EEO and Benefits: PNC Employees are expected to demonstrate customer focus, manage risk, and maintain alignment with PNC’s Enterprise Risk Management Framework. PNC offers a comprehensive benefits program based on eligibility, including medical/dental/vision coverage, life insurance, disability protection, 401(k) with match, pension and stock purchase plans, dependent care reimbursement, wellness programs, paid time off, holidays, and other programs. See Your PNC Total Rewards for details. Qualifications Successful candidates must demonstrate appropriate knowledge, skills, and abilities for this role. The following categories are included: education, work experience, certifications/licensures, and competencies. Education: Bachelor’s degree required. Higher education such as a Master’s degree or certifications is desirable. Work Experience: Industry-relevant experience typically 8+ years. Specific certifications are often required. In lieu of a degree, a comparable combination of education, job-specific certification(s), and experience may be considered. Certifications: No required certifications listed. If applicable, relevant certifications may be considered. Licenses: No required licenses listed. Preferred Skills Book Of Business Client Relationship Building Customer Engagement Decision Making Financial Analysis Identifying Sales Opportunities Competencies Customer Experience Management Customer Service Management Decision Making and Critical Thinking Effective Communications Influencing Managing Multiple Priorities Products and Services Selling Understanding Customer Needs Value Selling Pay and Hours Base Salary: $104,000.00 – $209,300.00. Salaries vary by location and experience. This role is incentive-eligible based on company, business, and individual performance. Application Window Generally, this opening is posted for two business days from the posting date, with possible extension at business discretion. Benefits and Accommodations PNC offers a comprehensive benefits program and accommodations are available in the application process if needed. If you require an accommodation, please contact or call 877-968-7762 and say “Workday” for assistance. All information is kept confidential and used only to provide needed reasonable accommodations. Equal Employment Opportunity (EEO) PNC provides equal employment opportunity regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other protected categories. This position is subject to applicable regulatory and licensing requirements. California Residents Refer to the California Consumer Privacy Act Privacy Notice for details on how PNC may use or disclose personal information in hiring practices. #J-18808-Ljbffr

Created: 2025-09-17