Business Strategist

PNC

. Consult with clients and prospects on PNC's succession-planning solutions .

Posted 10/16/2026full-timeTampa • Florida • United StatesSeniorLeadWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in succession planning, estate planning techniques, and financial analysis to provide strategic insights and recommendations to clients. Proven ability to engage with business owners and navigate complex family dynamics while managing customer-focused responsibilities.

Highest-signal resume keywords

Succession Planning SolutionsEstate Planning TechniquesFinancial AnalysisClient Relationship ManagementCorporate Structures Knowledge

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Tax PlanningFinancial PlanningMarket ResearchTransition Planning StrategiesBusiness Growth Insights

Soft Skills

Strategic Discussion EngagementRelationship BuildingCommunication SkillsProblem SolvingTeam Collaboration

Industry Keywords

Asset ManagementCorporate BankingWealth ManagementEnterprise Risk ManagementCapital Preservation

About the role

Key responsibilities & impact

Consult with clients and prospects on PNC's succession-planning solutions
Partner internally with the Asset Management Group and C&IB
Engage clients and prospects in strategic discussions to strengthen relationships and provide industry insights
Assess scope and resources for modular tax, estate, and financial plans and manage resources efficiently
Identify, research, and evaluate the market
Engage with relationship managers, Corporate Banking leadership, and transactional teams to align strategic alternatives
Conduct and review research
Develop tax, estate, and financial analyses and plans
Make recommendations to the team and clients
Provide direction to wealth strategists and associates
Retain and grow assets under management through advice and implementation
Identify PNC solutions and services as sales opportunities
Develop new client relationships through networking, prospecting, and referrals
Manage customer-focused and enterprise-risk-management responsibilities

Requirements

What you’ll need

Demonstrated ability to engage business owners about business goals and translate discussions into business-growth and personal-wealth insights
Ability to integrate transition-planning strategies into personal and corporate planning
Ability to evaluate transition methods, such as retain versus sell
Knowledge of effective estate-planning techniques for capital preservation
Ability to explain effects of transition strategies on company capital structure and owners’ tax positions
Experience navigating behavioral and family dynamics with business owners
Working knowledge of corporate structures, owner cash-flow considerations, and the estate-tax landscape
Typically requires a university/college degree
Typically requires 8+ years of industry-relevant experience
In lieu of a degree, a comparable combination of education, job-specific certifications, and experience may be considered
Bachelor's degree
No required certifications
No required licenses
PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position

Benefits

Comp & perks

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 plan
Stock purchase plan
Dependent care reimbursement account
Back-up child/elder care
Adoption, surrogacy, and doula reimbursement
Educational assistance, including select programs fully paid
Robust wellness program with financial incentives
Maternity and/or parental leave
Up to 11 paid holidays each year
9 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