Private Business Strategist

About the role

A Private Business Strategist within PNC's Private Bank organization, you will be based in Nashville, TN.

Responsibilities

• Demonstrated ability to engage business owners in discussions about their business goals and translate those conversations into insights regarding business growth and the corresponding impact on the owner’s personal wealth.
• Ability to integrate transition-planning strategies into both personal and corporate planning, including: Evaluation of transition methods (e.g., retain vs. sell). Preservation of capital through effective estate-planning techniques. Explanation of how various transition strategies affect a company’s capital structure and the owners’ tax positions (e.g., redemptions, dividend recapitalizations, equity grants).
• Experience navigating behavioral and family dynamics with business owners (e.g., addressing “fair vs. equal” considerations).
• Working knowledge of corporate structures, owner cash-flow considerations, and the estate-tax landscape.

Qualifications

• Demonstrated ability to engage business owners in discussions about their business goals and translate those conversations into insights regarding business growth and the corresponding impact on the owner’s personal wealth.
• Ability to integrate transition-planning strategies into both personal and corporate planning, including: Evaluation of transition methods (e.g., retain vs. sell). Preservation of capital through effective estate-planning techniques. Explanation of how various transition strategies affect a company’s capital structure and the owners’ tax positions (e.g., redemptions, dividend recapitalizations, equity grants).
• Experience navigating behavioral and family dynamics with business owners (e.g., addressing “fair vs. equal” considerations).
• Working knowledge of corporate structures, owner cash-flow considerations, and the estate-tax landscape.

Preferred Qualifications

• Candidates with the following experience may stand out: Background as a credit analyst. Corporate and/or personal tax experience in public accounting. Combined Trust & Estate and Corporate Tax experience as an attorney or CPA. Experience in a similar role within a financial institution. Advising family office clients.

Benefits

• PNC offers a comprehensive range of benefits to 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; 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.

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.

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.