DTC Strategist

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 Delaware Trust Company Strategist within PNC's Asset Management organization, you will be based in anywhere within PNC's footprint.

This role is focused on supporting new opportunities for the Delaware Trust Company (DTC) and developing external relationships with COIs utilizing the Delaware situs for their high-net-worth clients.

In this capacity, the DTC Strategist will work with the Head of DTC and the Fiduciary Managing Director of DTC in executing on strategies to increase internal knowledge of DTC, and external presence in key markets.
In this role, the Strategist may perform the following:

Ø Work with regional teams to provide subject matter expertise on utilizing Delaware trusts
Ø Assist in developing prospect and client presentations
Ø Attend meetings and Teams calls with COIs and prospects as requested by regional leaders
Ø Collaborate with the DTC team on conferences and events where PNC has a presence
Ø Develop strong internal and external relationships within key markets
While all markets may utilize DTC, key markets in which the Strategist will be focused include greater PA, the Northeast, the Southeast, and Delaware.
This individual should have a clear knowledge of the Delaware advantage, including basic legal and tax strategies typically employed by COIs and their clients.
This individually is not required to be located in any particular region, but there is a strong preference to a location within the key markets for ease of occasional travel.

Job Description

• Indirectly leads cross-functional teams to improve business planning methods. Executes key business initiatives and growth strategies and programs that will drive line of business objectives. Demonstrates commitment to quality by delivering the CARES model to customers and/or internal partners.
• Leads execution and implementation of business planning processes. Designs strategic plans based on forecasts, and provides improvement recommendations.
• Understands business direction and needs and develops solutions, roadmaps and assessment of potential business impacts. Identifies and executes opportunities that add significant value to the business and to achieve business goals.
• Consults and influences key decision makers to ensure cross-business and cross-functional alignment and synergy.
• Serves as subject matter resource and advocate that influences the implementation of best practices and learning plans that meet business objectives.

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

Accuracy and Attention to Detail - Understanding of the necessity and value of accuracy and attention to detail; ability to process information with high levels of accuracy.

Analytical Thinking - Knowledge of techniques and tools that promote effective analysis and the ability to determine the root cause of organizational problems and create alternative solutions that resolve the problems in the best interest of the business.

Business Process Design - Knowledge of business process design techniques that encourage a critical, fresh look at key processes and focus on optimizing organizational performance; ability to apply this knowledge appropriately to diverse situations.

Data Gathering and Analysis - Knowledge of data gathering and analysis tools, techniques and processes; ability to use these to gather and analyze data on the learning needs of a target population.

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.

Influencing - Knowledge of effective influencing tactics and strategies; ability to impact decisions within and outside own organization.

Planning: Tactical, Strategic - Ability to contribute to operational (short term), tactical (1-2 years) and strategic (3-5 years) planning in support of the overall business plan.

Problem Solving - Knowledge of approaches, tools, techniques for recognizing, anticipating, and resolving organizational, operational or process problems; ability to apply this knowledge appropriately to diverse situations.

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 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:

The PNC workplace is inclusive and supportive of individual needs. If you have a physical or other impairment that might require an accommodation, including technical assistance with the PNC Careers website or submission process, please call 877-968-7762 and select Option 4: Recruiting or contact us via email at [email protected].

The Human Resources Service Center hours of operation are Monday - Friday 9:00 AM to 5:00 PM ET.

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

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