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 Senior Family Office Business Development Strategist within PNC Private Bank Hawthorn organization, you will be based in our Boston, MA office.

　　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 manager’s discretion.

　　The Senior Family Office Business Development Strategist is responsible for identifying and onboarding new single-family office and UHNW clients on behalf of PNC Private Bank Hawthorn. They will manage sales activity and outreach to centers of influence within PNC as well as outside of the bank in order to articulate the Hawthorn solution set and drive revenue from prospects and clients. The Senior Family Office Business Development Strategist will help to coordinate appropriate solutions with subject matter experts to bring the full scope of PNC Bank services and capabilities to clients and prospects. In addition, they will partner with Relationship Strategists to develop new opportunities and assist with client onboarding activities including contract execution and fee discussions.

　　Job Description

　　Drives new client acquisition in new and existing markets. Identifies external pipeline of prospective AMG clients or referral sources by educating about and positioning AMG capabilities. Develops the most complex and sophisticated new client opportunities. Works independently with minimal supervision.

　　Calls on new prospects as well as key centers of influence to position the full spectrum of AMG products and services and meet client needs. Cultivates referrals/leads, generates interest and collaborates with partners to onboard new clients.

　　Engages with management and/or partners to establish and execute the appropriate activities, tactics and strategies to identify and pursue new opportunities and successfully onboard new clients. Provides management with insight on industry trends, best practices and product needs.

　　Identifies the appropriate customer base and develops and implements a marketing strategy and plan. Manages the sales process, identifies the service team and facilitates the transition from prospect to client.

　　Maintains timely, accurate and complete sales administration tasks as determined by the business.

　　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.

　　Competencies

　　Business Acumen – Knowledge, insight, and understanding of business concepts, tools, and processes that are needed for making sound decisions in the context of the company's business; ability to apply this knowledge appropriately to diverse situations.

　　Customer Experience Management. – Implements the strategies and techniques used to ensure that customers have a positive experience with the organization and its products and services at every touch point.

　　Decision Making and Critical Thinking – Understanding of the issues related to the decision-making process; ability to analyze situations fully and accurately, and reach productive decisions.

　　Effective Communications – Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors.

　　Financial Services Industry – Knowledge of financial services industry trends, directions, major issues, regulatory considerations and trendsetters; ability to provide specific financial knowledge and experience to help organizational development.

　　Managing Multiple Priorities – Ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation.

　　Sales Function – Knowledge of and the ability to conduct daily and strategic activities in an organization's sales function.

　　Sales Negotiating – Applies successful financial sale solutions to negotiation concepts and techniques; ability to negotiate successfully across the organization and with customers in a constructive and collaborative manner. Negotiate structures and closes customer sales.

　　Selling. – Applies knowledge of banking products and services to meet customer needs and enable them to achieve their financial goals. Identifies prospecting approaches to identify potential customers and create opportunities to sell financial solutions and ideas to customers.

　　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 required. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.

　　Education

　　Bachelors

　　Additional Job Description

　　Benefits

　　PNC offers employees 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; maternity and parental leave; paid holidays, vacation days and occasional absence time; 401(k), pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption assistance; educational assistance and a robust wellness program with financial incentives. To learn more about these and other programs, including benefits for part-time employees, visit pncbenefits.com > New to PNC.

　　Disability Accommodations Statement:

　　If an accommodation is required to participate in the application process, please contact us via email at [email protected] . 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 select Option 4: Recruiting 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.

　　California Residents

　　Refer to the California Consumer Privacy Act Privacy Notice (https://content.pncmc.com/live/pnc/aboutus/HR/Onboarding/PNC_CCPA_Privacy_Disclosure_Employee.pdf) to gain understanding of how PNC may use or disclose your personal information in our hiring practices.