Private Business Strategist

Private Business Strategist
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 Private Business Strategist within PNC's Private Bank organization, you may be based in Dallas, Austin or Houston, TX.

Qualifications & 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.

Preferred Qualifications (Not Required)

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.

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