Senior Operations Work Lead – PNC Wealth Management

PNC

Operations Work Lead Senior at PNC Wealth Management overseeing operations workflow and assisting teams with complex transactions. Located in Cleveland, OH, fostering an inclusive workplace culture.

Posted 6/25/2026full-timeCleveland • Ohio, Pennsylvania • 🇺🇸 United StatesSenior💰 $48,000 - $68,750 per yearWebsite

About the role

Key responsibilities & impact

Oversees operations workflow and assists team with executing complex transactions/processes
Monitors and coordinates operations workflow and resolves escalated issues
May process and/or reconcile transactions of moderate to high risk and financial value in accordance with established policies and procedures
Partners internally to identify, resolve, and provide guidance regarding escalations
May interact with external customers and third parties in completing transactions or resolving escalated issues
Coaches team members and provides applicable training
Leads team huddles/meetings and/or continuous improvement sessions
Provides input on team member performance and development
Provides consultation and advice to internal and external customers
Reviews existing processes and drives improvements/implementation
Updates standard operating procedures
Participates in and serves as subject matter resource for projects
Reviews transactions and related documents to verify completeness, accuracy, conformance to established service levels and compliance with applicable policies and procedures
Participates in risk mitigation activities
Verifies completeness and accuracy of procedures

Requirements

What you’ll need

university / college degree with < 1 year of professional experience and/or successful completion of a formal development program
in lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered

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 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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

transaction processingrisk managementprocess improvementcompliancedata verificationfinancial reconciliationoperational workflowstandard operating proceduresperformance evaluationproject management

Soft Skills

coachingcommunicationproblem-solvingteam leadershipcustomer servicecollaborationtrainingguidanceescalation resolutionorganizational skills

Certifications

job specific certification