Relationship Manager III – Private Bank Connect

PNC

. Lead client management activities with clients and prospective clients .

Posted 10/23/2026full-timeUnited StatesMid-LevelSenior💰 $112,000 - $249,600 per yearWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates strong client management and relationship-building capabilities, with a focus on client acquisition and retention. Possesses extensive investment knowledge and experience, complemented by a proactive approach to identifying and expanding business opportunities.

Highest-signal resume keywords

Client ManagementInvestment KnowledgeBusiness DevelopmentSales ExperienceRelationship Management

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Investment ManagementWealth ManagementClient Needs AssessmentRisk ManagementSales Administration

Soft Skills

CommunicationTeam CoordinationProactive ServiceAccountability

Certifications & Qualifications

Series 7 LicenseSeries 63 License

Industry Keywords

Client AcquisitionClient RetentionBusiness ExpansionInvestment OpportunitiesSales Goals

About the role

Key responsibilities & impact

Lead client management activities with clients and prospective clients
Develop and execute relationship management plans to acquire and retain clients
Manage a book of business and drive its growth through client expansion and new client acquisition
Proactively source new banking relationships and investment opportunities
Contact nationwide clients by phone and meet calling goals, focusing on warm leads
Own communication with existing clients and identify expansion opportunities
Expand the external network for business development
Coordinate with the team to discover client needs and develop action plans
Review client needs assessments and deliver proactive, responsive service
Make business-appropriate introductions to partner offerings and manage follow-up communication
Manage risk through appropriate client selection and escalate client concerns with risk partners
Maintain accurate sales and client relationship management administration
Execute team processes including pre-call planning, post-call debriefs, and relationship reviews
Hold the team accountable for deliverables

Requirements

What you’ll need

University/college degree typically required, or comparable combination of education, job-specific certification(s), and experience may be considered in lieu of a degree
5+ years of industry-relevant experience
Experience with investments and sales ideal
Strong investment knowledge and experience
Background in sales or investments
Prior experience with investment management and/or wealth management is a plus
Prior Series 7 or 63 licensure is a plus but not required
Must be able to work without employment visa sponsorship or STEM OPT
No required certifications or licenses
No required or preferred language assessments

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
Wellness program with financial incentives
Maternity and/or parental leave
Up to 11 paid holidays each year
9 occasional absence days each year
15 to 25 vacation days each year, depending on career level
Reasonable disability accommodations