Wealth Strategist Market Manager - Private Bank

Wealth Strategist Market Manager

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 Philadelphia, PA. This role may also be located in the Delaware or New Jersey regions. As the Market Manager you will be responsible for a team of 7-8 Wealth Strategists in the Central PA, Philadelphia, Delaware, and New Jersey regions. The ideal candidate will meet the following qualifications :

• eMoney experience
• Management of people in a team environment
• CFP certification
• Experience working with various levels of Sr. management
• Strong leadership skills
• Strategic planning experience
• People and process management experience

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 Solving, 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 experience is typically 8+ years. At least 5 years of prior management experience is typically required. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.

Education : JD

Certifications : No Required Certification(s)

Licenses : No Required License(s)

Pay Transparency : Base Salary : $80,000.00 $254,150.00 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 07 / 24 / 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 AccommodationRequest@pnc.com. 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 877-968-7762 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 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.