PNC

Business Advisor III – Vice President

PNC

full-time

Posted on:

Location Type: Hybrid

Location: Pittsburgh • Florida • Ohio • United States

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Salary

💰 $65,000 - $172,250 per year

Job Level

Lead

About the role

  • Makes business decisions regarding new business that includes closely-held (non-publicly traded) assets and evaluates ability to accept these assets.
  • Involved in more complex sales of assets and related legal issues.
  • Monitors, coordinates, interprets and processes financial and non-financial information on a monthly basis relating to closely-held (non-publicly traded) assets held within Investment Management and Trust accounts.
  • May provide guidance to other team members.
  • Works with the sales and fiduciary teams who are proposing new business that includes a closely-held asset.
  • Evaluates ability to accept the asset and helps determine the best plan of administration.
  • Coordinates and operates committee presentations with advisors and other committee chairs responsible for the oversight of special asset acceptance, administration or disposition reviews.
  • Works with various internal partners to help support the acquisition, accurate reporting and sale of assigned closely-held assets and is often the lead for these relationships.
  • Coordinates and conducts fiduciary reviews of assigned closely-held business assets, including more complex assets or relationships, held within wealth accounts and makes investment/fiduciary recommendations related to the asset for presentation at the monthly committee meeting.
  • Provides compliance-based reporting for assets that have been flagged as exceptions as well as oversees, coordinates and performs compliance reviews for assets accepted.

Requirements

  • 5+ years of industry-relevant experience
  • Preferred Skills: Capital Management, Corporate Finance, Economic Policy, Financial Accounting, Investment Management, Management Reporting, Meeting Organization, Revenue Recognition, Trading Strategies
  • Competencies: Consulting, Effective Communications, Fiduciary Responsibilities, Financial Analysis, Investment Management, Investment Operations Management, Problem Solving, Products and Services, Regulatory Environment - Financial Services, Risk & Control Self Assessment (RCSA)
Benefits
  • 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
  • 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
Applicant Tracking System Keywords

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

Hard Skills & Tools
Capital ManagementCorporate FinanceEconomic PolicyFinancial AccountingInvestment ManagementManagement ReportingRevenue RecognitionTrading StrategiesFinancial AnalysisInvestment Operations Management
Soft Skills
ConsultingEffective CommunicationsFiduciary ResponsibilitiesProblem SolvingMeeting Organization