Senior Strategist jobs at The PNC Financial Services Group - 37 jobs

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 Wealth Strategist III within PNC's Private Bank organization, you can be based in Columbus, OH, or Cincinnati areas. PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. Job Description * Develops, consults on and implements tax, estate and financial plans for clients, including those of greater complexity. Collaborates with other planning resources on specific subject matters of greater complexity and partners in the acquisition of new clients. Retains, expands and deepens existing relationships. * Conducts and reviews research, as appropriate, and develops tax, estate and financial analyses and plans. Makes generally accepted recommendations to team and may make recommendations to clients. May provide direction to wealth strategists and associates. * Retains and grows assets under management by working with clients, prospective clients, and Centers of Influence and providing advice and implementation. * Identifies solutions and PNC services as sales opportunities to enhance existing client relationships. * Develops new client relationships through networking, prospecting and referrals. 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. Qualifications Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. Preferred Skills Capital Management, Client Prospecting, Client Relationship Building, Competitive Advantages, Decision Making, Financial Operations, Investment Banking, Revenue Recognition Competencies Business Acumen, Client Relationship Management, Decision Making and Critical Thinking, Effective Communications, Investments, Networking, Problem Solving, Products and Services, Value Selling Work Experience Roles at this level typically require a university / college degree, with 5+ years of industry-relevant experience. Specific certifications are often required. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered. Education JD Certifications No Required Certification(s) Licenses No Required License(s) Pay Transparency Base Salary: $65,000.00 - $138,000.00 Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance. Application Window Generally, this opening is expected to be posted for two business days from 10/17/2025, although it may be longer with business discretion. Benefits PNC offers 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; 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. To learn more about these and other programs, including benefits for full time and part-time employees, visit pncthrive.com. 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. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. 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. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. California Residents Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

JobID: 210701915 JobSchedule: Full time JobShift: Base Pay/Salary: New York,NY $119,700.00-$191,100.00 The Chase Auto Private Label Captive Finance business has more than 20 years in the captive finance business and is the largest bank-owned private label captive finance provider in the U.S. We serve as the captive finance partner to seven domestic and global auto manufacturers: Subaru, Jaguar Land Rover, Maserati, Aston Martin, McLaren and Rivian. The Brand Manager in Vehicle Remarketing is responsible for engaging assigned captive finance partners and dealers on all aspects related to Vehicle Remarketing(VR) including operations, strategy, pricing and customer programs. This individual will be the primary point of contact to execute operational changes, implement new programs and communicate priorities related to Vehicle Remarketing. Given its scope, this position requires effective cross-functional communication and stakeholder management at all levels of Chase Auto. If you are intellectually curious and enjoy working on complex projects spanning across multiple teams, you may be the perfect fit for the remarketing brand management team. Job responsibilities * Serve as point person for assigned captive finance partners and internal brand teams for all VR & Loyalty related strategies, initiatives, and results * Compile and communicate updates to client on wholesale auto market key performance indicators at the portfolio, peer and industry level * Compile and communicate updates to client regarding lease end, customer behavior and ancillary topics * Understand client strategies and objectives to ensure VR operations / initiatives are delivering value for captive finance partner(s) * Ensure Brand teams are appropriately prepared and educated on current remarketing events and potential captive finance partner impacts * Update client and Brand teams on operational or lease end updates * Manage ownership of all captive finance partner requests related to Vehicle Remarketing * Facilitate discussions within VR for captive finance partner requests, including operational changes, program updates, etc. * Establish consensus on VR & Loyalty priorities and ensure delivery against mutually agreed upon timelines * Engage captive finance partner franchise dealers in the lease end and remarketing cycle and support Brand sales team in dealer training and performance tracking. * Effectively communicate partner business priorities and brand updates to internal teams Required qualifications, capabilities, and skills * Experience interfacing and communicating with senior levels of client organizations * Excellent adaptability to adjust to client and / or dealer interactions to refine strategies / approach * Ability to translate client expectations into innovative, strategic solutions * Demonstrated ability to understand high level data and make data driven recommendations or decisions * Excellent written and verbal communication skills. * Bachelor's degree * Travel 10-20% of the time Preferred qualifications, capabilities, and skills * 5+ years client and/or dealer relationship management or OEM experience required; Vehicle Remarketing experience a plus

ABOUT THE JOB (JOB BRIEF): * Manages and constructs investment portfolios in accordance with client investment goals and objectives. * Advises clients on appropriate strategies and constructs and customizes portfolios according to client needs or preferences. * Maintains a high level of collaboration with relationship team to provide effective strategies, solutions and optimal levels of service that exceeds client expectations. * Position is expected to offer the complete breadth and depth of the Wealth Segment suite of capabilities. * Position may manage Portfolio Advisor Associates and/or mentor less experienced Portfolio Managers. * This position collaborates and performs as part of the relationship management team to assure that the Wealth Segment goals are met by executing the client strategy. ESSENTIAL JOB FUNCTIONS: * Manages investment accounts of a large and complex nature with discretionary latitude for advising, planning and executing investment strategies. * Evaluates client goals and objectives, contributes to team development of relationship strategy and constructs investment portfolios to execute strategy. * Reviews and structures investment portfolios in accordance with client objectives and investment policy, initiates investment programs and executes appropriate transactions consistent with investment strategy. * Advises clients and executes investment strategies consistent with the Principals of an open architecture platform. * Pursues and implements broad asset allocation strategies consistent with the Wealth Segment's investment strategy guidance. * Reviews portfolios to analyze investment performance. * Maintains compliance with all internal policies and procedures. * Maintains deep expertise in financial markets and other related areas while also participating on or contributing to various investment committees. * Has the knowledge and ability to manage investment portfolios within a fiduciary framework. * Assists the relationship management team in the development of investment policy and strategy. * Actively engages with the relationship management team in relationship reviews and offer ideas and strategies to actualize client aspirations and further position Key as the client's trust advisor. * Interfaces with other Wealth Segment advisors and sales team members as necessary to provide exemplary service to the client. * Provides timely feedback to the Relationship Manager regarding important/critical events and/or discussions that occur with the client. * Confers with clients other advisors to provide advice relating to asset allocation and the execution of overall investment strategy. * Works within the relationship management team to introduce existing clients to the breadth and depth of products and services of the Wealth Segment, showcasing capabilities to further business development objectives. * Is well versed in, and can articulate the competitive advantages of the Key Private Bank platform and process as a portfolio advisor. * Responsible for either meeting or exceeding assigned individual sales goals which can include expanding existing client business, referrals and or new business growth. * In conjunction with other members of the relationship team, meets and communicates with clients, prospective clients, and centers of influences, fostering business relationships to develop new business referrals and to enhance the Community Bank's image. * May advise a portfolio of Investment Management and Trust clients. * Fosters a culture of accountability by continually coaching and assessing the strengths and development needs of employees and initiating appropriate actions * Works with each market's District President and Sales Manager to ensure that the investment teams available within markets are staffed with highly qualified employees who are maintaining and growing the investment book of business. * Creates an atmosphere of communication and collaboration which includes the ability to coach and lead employees and team to deliver on their objectives and contribute to both the success of the team and the individual. * Promotes and coached to the use of open architecture solutions both in words and setting the appropriate example for their team. * Ensures that the ream is staffed with highly qualified and motivated employees. * Provides training and development opportunities to maximize results and provides opportunities for career advancement. * Provides advice and counsel to staff on complex issues. REQUIRED QUALIFICATIONS: * Undergraduate degree in a business related field. * Minimum of 10 years of experience in the investment management field. * Excellent interpersonal and communications skills (both written and verbal). * Strong client focus. * Strong presentation skills. * Ability to work as part of a sales and client servicing team. * Experience and proven success in an open architecture environment. * Progress towards advanced degree or professional certification. * Previous experience in managing assigned staff of professionals. * Demonstrated track record of sales success. Experience managing a high net worth book of business. * Ability to use: office equipment, Trust accounting system and portfolio management system. COMPENSATION AND BENEFITS This position is eligible to earn a base salary in the range of $112,000.00 - $210,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives. Please click here for a list of benefits for which this position is eligible. Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment. Job Posting Expiration Date: 02/05/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************. #LI-Hybrid

ABOUT THE JOB (JOB BRIEF): Manages and constructs investment portfolios in accordance with client investment goals and objectives. Advises clients on appropriate strategies and constructs and customizes portfolios according to client needs or preferences. Maintains a high level of collaboration with relationship team to provide effective strategies, solutions and optimal levels of service that exceeds client expectations. Position is expected to offer the complete breadth and depth of the Wealth Segment suite of capabilities. Position may manage Portfolio Advisor Associates and/or mentor less experienced Portfolio Managers. This position collaborates and performs as part of the relationship management team to assure that the Wealth Segment goals are met by executing the client strategy. ESSENTIAL JOB FUNCTIONS: Manages investment accounts of a large and complex nature with discretionary latitude for advising, planning and executing investment strategies. Evaluates client goals and objectives, contributes to team development of relationship strategy and constructs investment portfolios to execute strategy. Reviews and structures investment portfolios in accordance with client objectives and investment policy, initiates investment programs and executes appropriate transactions consistent with investment strategy. Advises clients and executes investment strategies consistent with the Principals of an open architecture platform. Pursues and implements broad asset allocation strategies consistent with the Wealth Segment's investment strategy guidance. Reviews portfolios to analyze investment performance. Maintains compliance with all internal policies and procedures. Maintains deep expertise in financial markets and other related areas while also participating on or contributing to various investment committees. Has the knowledge and ability to manage investment portfolios within a fiduciary framework. Assists the relationship management team in the development of investment policy and strategy. Actively engages with the relationship management team in relationship reviews and offer ideas and strategies to actualize client aspirations and further position Key as the client's trust advisor. Interfaces with other Wealth Segment advisors and sales team members as necessary to provide exemplary service to the client. Provides timely feedback to the Relationship Manager regarding important/critical events and/or discussions that occur with the client. Confers with clients other advisors to provide advice relating to asset allocation and the execution of overall investment strategy. Works within the relationship management team to introduce existing clients to the breadth and depth of products and services of the Wealth Segment, showcasing capabilities to further business development objectives. Is well versed in, and can articulate the competitive advantages of the Key Private Bank platform and process as a portfolio advisor. Responsible for either meeting or exceeding assigned individual sales goals which can include expanding existing client business, referrals and or new business growth. In conjunction with other members of the relationship team, meets and communicates with clients, prospective clients, and centers of influences, fostering business relationships to develop new business referrals and to enhance the Community Bank's image. May advise a portfolio of Investment Management and Trust clients. Fosters a culture of accountability by continually coaching and assessing the strengths and development needs of employees and initiating appropriate actions Works with each market's District President and Sales Manager to ensure that the investment teams available within markets are staffed with highly qualified employees who are maintaining and growing the investment book of business. Creates an atmosphere of communication and collaboration which includes the ability to coach and lead employees and team to deliver on their objectives and contribute to both the success of the team and the individual. Promotes and coached to the use of open architecture solutions both in words and setting the appropriate example for their team. Ensures that the ream is staffed with highly qualified and motivated employees. Provides training and development opportunities to maximize results and provides opportunities for career advancement. Provides advice and counsel to staff on complex issues. REQUIRED QUALIFICATIONS: Undergraduate degree in a business related field. Minimum of 10 years of experience in the investment management field. Excellent interpersonal and communications skills (both written and verbal). Strong client focus. Strong presentation skills. Ability to work as part of a sales and client servicing team. Experience and proven success in an open architecture environment. Progress towards advanced degree or professional certification. Previous experience in managing assigned staff of professionals. Demonstrated track record of sales success. Experience managing a high net worth book of business. Ability to use: office equipment, Trust accounting system and portfolio management system. COMPENSATION AND BENEFITS This position is eligible to earn a base salary in the range of $112,000.00 - $210,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives. Please click here for a list of benefits for which this position is eligible. Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment. Job Posting Expiration Date: 02/05/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************. #LI-Hybrid

JobID: 210697046 JobSchedule: Full time JobShift: Day : As a Data & Marketing Systems Quant Analytics Manager on the Performance Marketing Operations and Transformation team , you will roll up your sleeves to design, implement, and optimize data-driven targeting strategies. You'll be hands-on in campaign execution, collaborating with Marketing, Sales, Technology, and Product teams. Your work will establish best practices for data management, drive standardization, and promote a culture of analytics-driven marketing excellence through direct, practical involvement. Job responsibilities * Develop and implement data management strategies for marketing execution through hands-on analysis and solution building * Leverage data from multiple systems of record to refine customer targeting and optimize performance metrics with direct data manipulation * Drive adoption of best practices for standardization and reusability of marketing data outputs by building and maintaining reusable assets * Manage execution, monitoring, and quality of data projects to ensure seamless audience targeting, including hands-on troubleshooting and validation * Collaborate with product and technology teams to create requirements and plans for product development and omni-channel initiatives, actively participating in technical discussions and solutioning * Establish and maintain strong working relationships with project leads, stakeholders, and subject matter experts through direct engagement and teamwork * Work with business leadership to define and prioritize project objectives, plan deliverables, and oversee execution, including hands-on project tracking and reporting * Promote a culture of data-driven decision making within the organization by sharing practical insights and results * Ensure compliance with data governance and privacy standards through hands-on data management and documentation * Provide thought leadership in data analytics and marketing technology, including hands-on evaluation and implementation of new tools * Mentor junior analysts and contribute to team development through direct coaching and support Required qualifications, capabilities and skills * Bachelor's degree in Data Science, Statistics, Information Systems, or related field * 5+ years of proven hands-on experience in data analytics or customer segmentation * Proficiency in SQL, Python, Segment, Excel, Tableau, Adobe, etc., with demonstrated ability to use these tools in daily work * Ability to translate business requirements into technical specifications and communicate complex concepts to non-technical partners * Strong knowledge of digital marketing principles, with practical application in campaign execution * Team player with ability to build strong cross-business relationships through direct collaboration * Strong communication skills with the ability to influence and manage stakeholders and senior management Preferred qualifications, capabilities and skills * Experience in marketing operations and/or MarTech industry platforms, with hands-on involvement in platform setup and management * Proficient in project management and agile tools such as Microsoft Project, Excel, PowerPoint, JIRA, and Confluence, with practical experience in project tracking * Experience with customer data platforms (CDP) and marketing automation tools (Salesforce, Segment, SAS, Adobe, Microsoft, etc.), including hands-on configuration and usage * Experience working with marketing technology agencies, digital agencies, IT consultancies, and/or digital marketing agencies * High energy, solutions-oriented individual able to manage multiple initiatives under tight deadlines, with a hands-on approach to problem solving * Strong relationship development and negotiating skills; able to earn respect and trust among business partners and team members through direct engagement

The Senior Procurement Strategist is an individual contributor responsible for developing and executing procurement strategies that align with business objectives and drive cost savings. This role involves optimizing category spend, serving as a strategic advisor to business units, managing vendor relationships and contract negotiations, and ensuring adherence to internal processes and performance metrics. Success in this position requires strong analytical thinking, leadership, procurement expertise, and the ability to build effective relationships across the organization. Essential Functions Develop and implement procurement strategies for assigned and complex categories, incorporating innovative sourcing approaches and industry best practices. Support Supplier Diversity goals through inclusive sourcing initiatives. Act as the primary Procurement contact for senior Line of Business leaders, building and maintaining strong relationships with internal stakeholders and external partners. Collaborate with Legal, Risk, and Third-Party Management teams to ensure alignment and compliance. Lead vendor negotiations, manage contract execution and renewals, and ensure adherence to internal policies, escalating issues as needed. Identify and implement opportunities to enhance procurement practices and tools. Participate in cross-functional project teams and support broader business initiatives. Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key. Education Bachelor's Degree or equivalent experience (preferred) Master's Degree of Business Administration (preferred) Work Experience 7+ years of relevant professional experience (preferred) Experience in consumer or commercial payments industry (preferred) Licenses and Certifications Lean Six Sigma certification (preferred) Skills Develops long-term procurement strategies aligned with business goals. Oversees vendor relationships to ensure performance, compliance, and value. Manages agreements and renewals to mitigate risk and ensure favorable terms. Secures optimal outcomes through effective negotiation with suppliers and stakeholders. Builds trust and delivers solutions that meet internal client needs. Utilizes sourcing and procurement systems to manage purchasing activities. Interprets financial data to support budgeting, forecasting, and decision-making. Identifies and mitigates procurement-related risks in alignment with policies. Extracts insights from data to inform procurement strategies and performance metrics. Plans and executes procurement initiatives on time and within scope. Persuades stakeholders and drives alignment across functions. Follows and improves procurement processes and procedures for efficiency. Prioritizes tasks effectively to meet deadlines and business needs. Understands organizational strategy and how procurement impacts the bottom line. Delivers high-quality service and solutions tailored to internal stakeholders. Core Competencies All KeyBank employees are expected to demonstrate Key's Values and abide by Key's Code of Conduct. Physical Demands General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs. Travel Occasional travel to include overnight stay. Work Location Category Hybrid (3+ days) COMPENSATION AND BENEFITS This position is eligible to earn a base salary in the range of $80,000.00 - $150,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives. Please click here for a list of benefits for which this position is eligible. Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment. Job Posting Expiration Date: 02/16/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************. #LI-Hybrid

JobID: 210700791 JobSchedule: Full time JobShift: Day : In this pivotal role, you will architect and execute transformative marketing strategies that resonate with future homebuyers. You will leverage advanced data analytics, consumer insights, and competitive intelligence to deeply understand the unique needs, behaviors, and aspirations of these customers. Your work will empower them with the knowledge, confidence, and resources to navigate the homebuying journey-from initial research, affordability, and saving, to finding a home and making it a reality. As a Marketing Strategy Lead within Home Lending, you will harness the power of social media and digital platforms to reach and engage the starter and next-gen audience where they live, learn, and connect. You'll aid in the development of compelling, educational content and value propositions for social channels, as well as emerging platforms, ensuring our messaging is authentic, accessible, and actionable. You'll identify and collaborate with influential voices-content creators, financial educators, and lifestyle influencers-who inspire trust and drive engagement for this segment. Job Responsibilities: * Design and execute comprehensive marketing strategies tailored to starter and next-gen customers, aligning with Chase Home Lending's vision and brand voice. * Harness competitive intelligence, market trends, and consumer analytics to inform and evolve your strategy. * Create and enhance educational content that demystifies the homebuying process. * Partner with cross-functional teams to deliver seamless, end-to-end customer experiences and ensure alignment with business objectives. * Set the strategic agenda for the segment, identifying key value propositions, influencers, and optimal content delivery channels. * Translate insights into actionable plans that drive growth, engagement, and customer satisfaction. Required Qualifications, Capabilities, and Skills: * 5+ years of experience in marketing strategy, transformation, and leadership within dynamic environments. * Exceptional analytical skills, with a talent for structuring complex problems and creating actionable solutions. * Ability to rapidly understand new business models, products, and customer needs, with a keen awareness of market dynamics and competitive landscapes. * Self-starter with a track record of setting ambitious goals, taking initiative, and delivering outstanding results. * Outstanding written and verbal communication skills, with the ability to engage and inspire senior leadership and cross-functional teams.

ABOUT THE JOB (JOB BRIEF): Manages and constructs investment portfolios in accordance with client investment goals and objectives. Advises clients on appropriate strategies and constructs and customizes portfolios according to client needs or preferences. Maintains a high level of collaboration with relationship team to provide effective strategies, solutions and optimal levels of service that exceeds client expectations. Position is expected to offer the complete breadth and depth of the Wealth Segment suite of capabilities. Position may manage Portfolio Advisor Associates and/or mentor less experienced Portfolio Managers. This position collaborates and performs as part of the relationship management team to assure that the Wealth Segment goals are met by executing the client strategy. ESSENTIAL JOB FUNCTIONS: * Manages investment accounts of a large and complex nature with discretionary latitude for advising, planning and executing investment strategies. * Evaluates client goals and objectives, contributes to team development of relationship strategy and constructs investment portfolios to execute strategy. * Reviews and structures investment portfolios in accordance with client objectives and investment policy, initiates investment programs and executes appropriate transactions consistent with investment strategy. * Advises clients and executes investment strategies consistent with the Principals of an open architecture platform. * Pursues and implements broad asset allocation strategies consistent with the Wealth Segment's investment strategy guidance. * Reviews portfolios to analyze investment performance. Maintains compliance with all internal policies and procedures. * Maintains deep expertise in financial markets and other related areas while also participating on or contributing to various investment committees. * Has the knowledge and ability to manage investment portfolios within a fiduciary framework. * Assists the relationship management team in the development of investment policy and strategy. * Actively engages with the relationship management team in relationship reviews and offer ideas and strategies to actualize client aspirations and further position Key as the client's trust advisor. * Interfaces with other Wealth Segment advisors and sales team members as necessary to provide exemplary service to the client. * Provides timely feedback to the Relationship Manager regarding important/critical events and/or discussions that occur with the client. * Confers with clients other advisors to provide advice relating to asset allocation and the execution of overall investment strategy. * Works within the relationship management team to introduce existing clients to the breadth and depth of products and services of the Wealth Segment, showcasing capabilities to further business development objectives. * Is well versed in, and can articulate the competitive advantages of the Key Private Bank platform and process as a portfolio advisor. * Responsible for either meeting or exceeding assigned individual sales goals which can include expanding existing client business, referrals and or new business growth. * In conjunction with other members of the relationship team, meets and communicates with clients, prospective clients, and centers of influences, fostering business relationships to develop new business referrals and to enhance the Community Bank's image. * May advise a portfolio of Investment Management and Trust clients. Fosters a culture of accountability by continually coaching and assessing the strengths and development needs of employees and initiating appropriate actions Works with each market's District President and Sales Manager to ensure that the investment teams available within markets are staffed with highly qualified employees who are maintaining and growing the investment book of business. * Creates an atmosphere of communication and collaboration which includes the ability to coach and lead employees and team to deliver on their objectives and contribute to both the success of the team and the individual. * Promotes and coached to the use of open architecture solutions both in words and setting the appropriate example for their team. * Ensures that the ream is staffed with highly qualified and motivated employees. * Provides training and development opportunities to maximize results and provides opportunities for career advancement. * Provides advice and counsel to staff on complex issues REQUIRED QUALIFICATIONS: * Undergraduate degree in a business-related field. * 10 years of experience in the investment management field. * Excellent interpersonal and communications skills (both written and verbal). * Strong client focus. * Strong presentation skills. * Ability to work as part of a sales and client servicing team. * Experience and proven success in an open architecture environment. * Progress towards advanced degree or professional certification. * Previous experience in managing assigned staff of professionals. * Demonstrated track record of sales success. * Experience managing a high net worth book of business. * Ability to use: office equipment, Trust accounting system and portfolio management system. COMPENSATION AND BENEFITS This position is eligible to earn a base salary in the range of $112,000.00 - $210,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives. Please click here for a list of benefits for which this position is eligible. Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment. Job Posting Expiration Date: 02/25/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************. #LI-Hybrid

ABOUT THE JOB (JOB BRIEF): Manages and constructs investment portfolios in accordance with client investment goals and objectives. Advises clients on appropriate strategies and constructs and customizes portfolios according to client needs or preferences. Maintains a high level of collaboration with relationship team to provide effective strategies, solutions and optimal levels of service that exceeds client expectations. Position is expected to offer the complete breadth and depth of the Wealth Segment suite of capabilities. Position may manage Portfolio Advisor Associates and/or mentor less experienced Portfolio Managers. This position collaborates and performs as part of the relationship management team to assure that the Wealth Segment goals are met by executing the client strategy. ESSENTIAL JOB FUNCTIONS: Manages investment accounts of a large and complex nature with discretionary latitude for advising, planning and executing investment strategies. Evaluates client goals and objectives, contributes to team development of relationship strategy and constructs investment portfolios to execute strategy. Reviews and structures investment portfolios in accordance with client objectives and investment policy, initiates investment programs and executes appropriate transactions consistent with investment strategy. Advises clients and executes investment strategies consistent with the Principals of an open architecture platform. Pursues and implements broad asset allocation strategies consistent with the Wealth Segment's investment strategy guidance. Reviews portfolios to analyze investment performance. Maintains compliance with all internal policies and procedures. Maintains deep expertise in financial markets and other related areas while also participating on or contributing to various investment committees. Has the knowledge and ability to manage investment portfolios within a fiduciary framework. Assists the relationship management team in the development of investment policy and strategy. Actively engages with the relationship management team in relationship reviews and offer ideas and strategies to actualize client aspirations and further position Key as the client's trust advisor. Interfaces with other Wealth Segment advisors and sales team members as necessary to provide exemplary service to the client. Provides timely feedback to the Relationship Manager regarding important/critical events and/or discussions that occur with the client. Confers with clients other advisors to provide advice relating to asset allocation and the execution of overall investment strategy. Works within the relationship management team to introduce existing clients to the breadth and depth of products and services of the Wealth Segment, showcasing capabilities to further business development objectives. Is well versed in, and can articulate the competitive advantages of the Key Private Bank platform and process as a portfolio advisor. Responsible for either meeting or exceeding assigned individual sales goals which can include expanding existing client business, referrals and or new business growth. In conjunction with other members of the relationship team, meets and communicates with clients, prospective clients, and centers of influences, fostering business relationships to develop new business referrals and to enhance the Community Bank's image. May advise a portfolio of Investment Management and Trust clients. Fosters a culture of accountability by continually coaching and assessing the strengths and development needs of employees and initiating appropriate actions Works with each market's District President and Sales Manager to ensure that the investment teams available within markets are staffed with highly qualified employees who are maintaining and growing the investment book of business. Creates an atmosphere of communication and collaboration which includes the ability to coach and lead employees and team to deliver on their objectives and contribute to both the success of the team and the individual. Promotes and coached to the use of open architecture solutions both in words and setting the appropriate example for their team. Ensures that the ream is staffed with highly qualified and motivated employees. Provides training and development opportunities to maximize results and provides opportunities for career advancement. Provides advice and counsel to staff on complex issues REQUIRED QUALIFICATIONS: Undergraduate degree in a business-related field. 10 years of experience in the investment management field. Excellent interpersonal and communications skills (both written and verbal). Strong client focus. Strong presentation skills. Ability to work as part of a sales and client servicing team. Experience and proven success in an open architecture environment. Progress towards advanced degree or professional certification. Previous experience in managing assigned staff of professionals. Demonstrated track record of sales success. Experience managing a high net worth book of business. Ability to use: office equipment, Trust accounting system and portfolio management system. COMPENSATION AND BENEFITS This position is eligible to earn a base salary in the range of $112,000.00 - $210,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives. Please click here for a list of benefits for which this position is eligible. Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment. Job Posting Expiration Date: 02/25/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************. #LI-Hybrid

Senior Talent Acquisition Sourcing Strategist works closely with our Talent Acquisition Managers, Talent Acquisition Consultants, Hiring Managers and Executive leadership to develop creative strategies to identify passive talent. The Talent Acquisition Sourcing Strategist - Senior will be required to develop practical and creative ways to identify leading qualified talent and attract passive candidates through a highly engaged approach. This position will be instrumental to help to define, design and implement recruiting programs and search engagements for a variety of roles, including executive and C-suite, understanding and mapping the talent landscape, internal calibration and referrals, and matching those data points with the external talent supply. Duties & Responsibilities: * Create, define sourcing strategies working with TA, TA leaders, HR/BP's and Hiring Leaders and Executive leadership to source a passive, diverse slate of candidates. * Attend and participate in calibration meetings * Source and qualify passive candidates aligned to specific requisitions utilizing current tools; focusing on a diverse slate of candidates * Track candidates utilizing our CRM and ATS system - meeting all administrative responsibilities of the role * Ongoing/consistent follow up with TA Consultant and TA manager on search status * Perform other duties as assigned Basic Qualifications: * Minimum 5 plus years of Recruitment or Sourcing with Talent Acquisition * Bachelor's degree or equivalent work experience Preferred Qualifications: * Proven experience in sourcing passive candidates through various tools and Boolean searches * Experience using a CRM required * Experience in Workday is a plus * Demonstrated track record of building working relationships with senior leaders and senior cross-functional partners * Excellent communication skills (written, verbal and presentations) #LI-NG1 #LI-Onsite Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis. Compensation Range: $57,000-$113,000 annually The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO). Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

Senior Talent Acquisition Sourcing Strategist works closely with our Talent Acquisition Managers, Talent Acquisition Consultants, Hiring Managers and Executive leadership to develop creative strategies to identify passive talent. The Talent Acquisition Sourcing Strategist - Senior will be required to develop practical and creative ways to identify leading qualified talent and attract passive candidates through a highly engaged approach. This position will be instrumental to help to define, design and implement recruiting programs and search engagements for a variety of roles, including executive and C-suite, understanding and mapping the talent landscape, internal calibration and referrals, and matching those data points with the external talent supply. Duties & Responsibilities: + Create, define sourcing strategies working with TA, TA leaders, HR/BP's and Hiring Leaders and Executive leadership to source a passive, diverse slate of candidates. + Attend and participate in calibration meetings + Source and qualify passive candidates aligned to specific requisitions utilizing current tools; focusing on a diverse slate of candidates + Track candidates utilizing our CRM and ATS system - meeting all administrative responsibilities of the role + Ongoing/consistent follow up with TA Consultant and TA manager on search status + Perform other duties as assigned Basic Qualifications: + Minimum 5 plus years of Recruitment or Sourcing with Talent Acquisition + Bachelor's degree or equivalent work experience Preferred Qualifications: + Proven experience in sourcing passive candidates through various tools and Boolean searches + Experience using a CRM required + Experience in Workday is a plus + Demonstrated track record of building working relationships with senior leaders and senior cross-functional partners + Excellent communication skills (written, verbal and presentations) #LI-NG1#LI-Onsite Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis. Compensation Range: $57,000-$113,000 annually The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO). Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Serves as the primary Wealth Planning expert and resource for high net worth prospects and client relationships involving complex financial issues and strategies, typically including multi-generational trusts, closely held business entities, corporate executives, and private foundations. Provides professional consulting / advisory services to clients through the development, delivery and implementation of a customized wealth plan, which includes proactive, high impact, multi-generational planning solutions based upon each client's facts and circumstances. Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types. ESSENTIAL DUTIES AND RESPONSIBILITIES: + Responsible for delivering customized wealth plans, which include proactive, high impact, planning solutions based upon each client's facts and circumstances. + Provides professional consulting / advisory services and solutions to clients through the development, delivery and implementation of advanced planning techniques: (estate, tax, insurance, option, investment, retirement). + Reviews all client deliverables for which planner is the lead. + Plays a major role in the sales process in acquiring significant relationships: Identifies issues and planning opportunities for review and discussion with the client and the client's advisors. + Conducts research related to the use of various complex tax and estate planning strategies under consideration by clients and develops financial modeling and flowcharts to demonstrate the economic impact of the strategies. + Delivers the wealth plan to clients and their advisors in a clear and understandable manner and responds to their questions. + Develops proactive, reciprocal calling and referral relationships with client relationship managers and sales officers to create strategies and opportunities for high net worth client base. + Coaches and counsels RMs on financial planning strategies via formal training or as part of client relationship reviews. + Develops and expands relationships with centers of influence, such as attorneys and CPAs, resulting in additional business opportunities. + Assists with development and presentation of training programs: + Must be able to converse with clients, their advisors, and RMs convincingly. + Maintains knowledge of complex, advanced planning techniques and relevant legislative, regulatory and case law changes. + Attends community and/or industry-specific forums, conferences and/or meetings in order to broaden relations, network and continually deepen knowledge of trends, practices, products and competitors. + Participates actively in community affairs and professional associations. + Displays the ability to be highly effective in a team-oriented environment and to build relationships based on added value, not title or authority. + Supports a proven track record of successfully collaborating with and influencing management and peers to support growth and financial results. + Participates in the ongoing development of the wealth planning process. + SUPERVISORY RESPONSIBILITIES: + Responsible for providing Wealth Planning Analyst and Planners timely, candid and constructive feedback; develop Analysts and Planners to their fullest potential and provide challenging opportunities that enhance employee career growth; recognize employees for accomplishments. MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: + Bachelor's degree required. + CFP, JD, or CPA, or LLM required. + 10+ years in financial and/or estate planning related work, preferably at a high quality professional financial services company or firm. + High level of technical expertise in estate, tax, option, retirement, insurance, investment and cash flow/capital needs planning analysis. + Advanced listening, written, and oral communication skills. + Experience in sales and/or marketing. + Resourcefulness in finding creative solutions. #LI-TC1 Senior Wealth Strategist At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day. The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance. Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner. LOCATION -- Boca Raton, Florida 33433 Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee. Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.

Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Serves as the primary Wealth Planning expert and resource for high net worth prospects and client relationships involving complex financial issues and strategies, typically including multi-generational trusts, closely held business entities, corporate executives, and private foundations. Provides professional consulting / advisory services to clients through the development, delivery and implementation of a customized wealth plan, which includes proactive, high impact, multi-generational planning solutions based upon each client's facts and circumstances. Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types. ESSENTIAL DUTIES AND RESPONSIBILITIES: * Responsible for delivering customized wealth plans, which include proactive, high impact, planning solutions based upon each client's facts and circumstances. * Provides professional consulting / advisory services and solutions to clients through the development, delivery and implementation of advanced planning techniques: (estate, tax, insurance, option, investment, retirement). * Reviews all client deliverables for which planner is the lead. * Plays a major role in the sales process in acquiring significant relationships: Identifies issues and planning opportunities for review and discussion with the client and the client's advisors. * Conducts research related to the use of various complex tax and estate planning strategies under consideration by clients and develops financial modeling and flowcharts to demonstrate the economic impact of the strategies. * Delivers the wealth plan to clients and their advisors in a clear and understandable manner and responds to their questions. * Develops proactive, reciprocal calling and referral relationships with client relationship managers and sales officers to create strategies and opportunities for high net worth client base. * Coaches and counsels RMs on financial planning strategies via formal training or as part of client relationship reviews. * Develops and expands relationships with centers of influence, such as attorneys and CPAs, resulting in additional business opportunities. * Assists with development and presentation of training programs: * Must be able to converse with clients, their advisors, and RMs convincingly. * Maintains knowledge of complex, advanced planning techniques and relevant legislative, regulatory and case law changes. * Attends community and/or industry-specific forums, conferences and/or meetings in order to broaden relations, network and continually deepen knowledge of trends, practices, products and competitors. * Participates actively in community affairs and professional associations. * Displays the ability to be highly effective in a team-oriented environment and to build relationships based on added value, not title or authority. * Supports a proven track record of successfully collaborating with and influencing management and peers to support growth and financial results. * Participates in the ongoing development of the wealth planning process. * SUPERVISORY RESPONSIBILITIES: * Responsible for providing Wealth Planning Analyst and Planners timely, candid and constructive feedback; develop Analysts and Planners to their fullest potential and provide challenging opportunities that enhance employee career growth; recognize employees for accomplishments. MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: * Bachelor's degree required. * CFP, JD, or CPA, or LLM required. * 10+ years in financial and/or estate planning related work, preferably at a high quality professional financial services company or firm. * High level of technical expertise in estate, tax, option, retirement, insurance, investment and cash flow/capital needs planning analysis. * Advanced listening, written, and oral communication skills. * Experience in sales and/or marketing. * Resourcefulness in finding creative solutions. #LI-TC1 Senior Wealth Strategist At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day. The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance. Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner. LOCATION -- Boca Raton, Florida 33433 Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee. Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.

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 Senior Relationship Strategist within the PNC Private Bank organization, you will be based in Austin, TX. The position is primarily based in a PNC location. Responsibilities require time in the office or in the field on a regular basis. Some responsibilities may be performed remotely, at the manager's discretion. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. Job Description * Leads or supports client management activities with clients and prospective clients. Responsible for the development and execution of a relationship management plan to acquire and retain clients. Is accountable for ongoing exceptional client experience. Has a book of business that typically consists of the largest and/or most complex and sophisticated client relationships. May assist the directors in developing team members. * Coordinates with team to determine action plan through thorough discovery of client needs to deliver an exceptional client experience. Consistently reviews needs assessment with clients to determine changes. Has working knowledge of all business segment capabilities and offerings. Ensures a strong client commitment and advocacy by delivering proactive and responsive service to meet client goals. Holds team accountable for deliverables. * Held accountable for the growth of their book of business through client expansion and new client acquisition. Develops and executes strategies for proactively sourcing new relationships for the bank. Owns communication and contact with existing clients to ensure expansion opportunities are captured. Consistently seeks ways to expand his/her external network for business development. * Manages risk through appropriate client selection and ensures that our service delivery is consistent with the fees being charged. Works with risk partners to escalate client concerns to bring about quick resolution. Has well developed knowledge of partner offerings to make business-appropriate introductions. Is accountable to partners for follow up and client communication after initial introduction. * Maintains timely, accurate and complete sales/client relationship management administration tasks as determined by the business. Ensures the execution of team processes, such as pre-call planning, post-call debriefs and relationship reviews. May train, coach and/or mentor other team members. May participate in special projects to strengthen the overall business. 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. Qualifications Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. Preferred Skills Book Of Business, Client Relationship Building, Customer Engagement, Decision Making, Financial Analysis, Identifying Sales Opportunities Competencies Customer Experience Management., Customer Service Management, Decision Making and Critical Thinking, Effective Communications, Influencing, Managing Multiple Priorities, Products and Services, Selling., Understanding Customer Needs, Value Selling 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, job specific certification(s), and experience (including military service) may be considered. Education Bachelors Certifications No Required Certification(s) Licenses No Required License(s) Benefits PNC offers 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; 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. To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards. 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. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. 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. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. California Residents Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Serves as the primary Wealth Planning expert and resource for high net worth prospects and client relationships involving complex financial issues and strategies, typically including multi-generational trusts, closely held business entities, corporate executives, and private foundations. Provides professional consulting / advisory services to clients through the development, delivery and implementation of a customized wealth plan, which includes proactive, high impact, multi-generational planning solutions based upon each client's facts and circumstances. Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types. ESSENTIAL DUTIES AND RESPONSIBILITIES: + Responsible for delivering customized wealth plans, which include proactive, high impact, planning solutions based upon each client's facts and circumstances. + Provides professional consulting / advisory services and solutions to clients through the development, delivery and implementation of advanced planning techniques: (estate, tax, insurance, option, investment, retirement). + Reviews all client deliverables for which planner is the lead. + Plays a major role in the sales process in acquiring significant relationships: Identifies issues and planning opportunities for review and discussion with the client and the client's advisors. + Conducts research related to the use of various complex tax and estate planning strategies under consideration by clients and develops financial modeling and flowcharts to demonstrate the economic impact of the strategies. + Delivers the wealth plan to clients and their advisors in a clear and understandable manner and responds to their questions. + Develops proactive, reciprocal calling and referral relationships with client relationship managers and sales officers to create strategies and opportunities for high net worth client base. + Coaches and counsels RMs on financial planning strategies via formal training or as part of client relationship reviews. + Develops and expands relationships with centers of influence, such as attorneys and CPAs, resulting in additional business opportunities. + Assists with development and presentation of training programs: + Must be able to converse with clients, their advisors, and RMs convincingly. + Maintains knowledge of complex, advanced planning techniques and relevant legislative, regulatory and case law changes. + Attends community and/or industry-specific forums, conferences and/or meetings in order to broaden relations, network and continually deepen knowledge of trends, practices, products and competitors. + Participates actively in community affairs and professional associations. + Displays the ability to be highly effective in a team-oriented environment and to build relationships based on added value, not title or authority. + Supports a proven track record of successfully collaborating with and influencing management and peers to support growth and financial results. + Participates in the ongoing development of the wealth planning process. + SUPERVISORY RESPONSIBILITIES: + Responsible for providing Wealth Planning Analyst and Planners timely, candid and constructive feedback; develop Analysts and Planners to their fullest potential and provide challenging opportunities that enhance employee career growth; recognize employees for accomplishments. MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: + Bachelor's degree required. + CFP, JD, or CPA, or LLM required. + 10+ years in financial and/or estate planning related work, preferably at a high quality professional financial services company or firm. + High level of technical expertise in estate, tax, option, retirement, insurance, investment and cash flow/capital needs planning analysis. + Advanced listening, written, and oral communication skills. + Experience in sales and/or marketing. + Resourcefulness in finding creative solutions. #LI-TC1 Senior Wealth Strategist At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day. The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance. Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner. LOCATION -- Boca Raton, Florida 33433 Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee. Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.

Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Serves as the primary Wealth Planning expert and resource for high net worth prospects and client relationships involving complex financial issues and strategies, typically including multi-generational trusts, closely held business entities, corporate executives, and private foundations. Provides professional consulting / advisory services to clients through the development, delivery and implementation of a customized wealth plan, which includes proactive, high impact, multi-generational planning solutions based upon each client's facts and circumstances. Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types. ESSENTIAL DUTIES AND RESPONSIBILITIES: * Responsible for delivering customized wealth plans, which include proactive, high impact, planning solutions based upon each client's facts and circumstances. * Provides professional consulting / advisory services and solutions to clients through the development, delivery and implementation of advanced planning techniques: (estate, tax, insurance, option, investment, retirement). * Reviews all client deliverables for which planner is the lead. * Plays a major role in the sales process in acquiring significant relationships: Identifies issues and planning opportunities for review and discussion with the client and the client's advisors. * Conducts research related to the use of various complex tax and estate planning strategies under consideration by clients and develops financial modeling and flowcharts to demonstrate the economic impact of the strategies. * Delivers the wealth plan to clients and their advisors in a clear and understandable manner and responds to their questions. * Develops proactive, reciprocal calling and referral relationships with client relationship managers and sales officers to create strategies and opportunities for high net worth client base. * Coaches and counsels RMs on financial planning strategies via formal training or as part of client relationship reviews. * Develops and expands relationships with centers of influence, such as attorneys and CPAs, resulting in additional business opportunities. * Assists with development and presentation of training programs: * Must be able to converse with clients, their advisors, and RMs convincingly. * Maintains knowledge of complex, advanced planning techniques and relevant legislative, regulatory and case law changes. * Attends community and/or industry-specific forums, conferences and/or meetings in order to broaden relations, network and continually deepen knowledge of trends, practices, products and competitors. * Participates actively in community affairs and professional associations. * Displays the ability to be highly effective in a team-oriented environment and to build relationships based on added value, not title or authority. * Supports a proven track record of successfully collaborating with and influencing management and peers to support growth and financial results. * Participates in the ongoing development of the wealth planning process. * SUPERVISORY RESPONSIBILITIES: * Responsible for providing Wealth Planning Analyst and Planners timely, candid and constructive feedback; develop Analysts and Planners to their fullest potential and provide challenging opportunities that enhance employee career growth; recognize employees for accomplishments. MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: * Bachelor's degree required. * CFP, JD, or CPA, or LLM required. * 10+ years in financial and/or estate planning related work, preferably at a high quality professional financial services company or firm. * High level of technical expertise in estate, tax, option, retirement, insurance, investment and cash flow/capital needs planning analysis. * Advanced listening, written, and oral communication skills. * Experience in sales and/or marketing. * Resourcefulness in finding creative solutions. #LI-TC1 Senior Wealth Strategist At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day. The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance. Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner. LOCATION -- Boca Raton, Florida 33433 Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee. Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.

The Family Governance Strategist is a member of the Wealth Strategy team who assists Huntington's most complex clients to navigate the challenging elements of family dynamics. Specifically, this individual will help affluent families create and implement structures, policies, and communication channels for shared wealth. The Strategist will work in concert with primary relationship managers to help facilitate family meetings, develop common mission statements, and provide next-gen education on topics that the families prioritize. In addition, the position will assist in developing original, thought-leadership for broad use by primary relationship managers, and participate in the Wealth brand building effort through professional presentations and media efforts. Duties and Responsibilities: Framework Design: Design and establish a family governance framework within the Family Wealth offering, which may include a product offering and delivery design. Meeting Facilitation: Plan and moderate family meetings or retreats, in concert with the primary relationship manager, as a neutral third party to ensure structured, productive conversations and decision-making on shared goals and values. Succession Planning: Guide the family through the leadership and ownership transition process, ensuring a smooth and deliberate changeover across generations. Education and Mentorship: Develop and deliver educational programs to prepare the next generation with knowledge of finance, investing, philanthropy, and leadership skills for their future roles. Conflict Resolution: Implement mechanisms and serve as a neutral party to address and resolve family conflicts or disputes constructively, preserving family harmony. Coordination with Advisors: Coordinate and align the work of existing planning team members, and external advisors, such as lawyers, accountants, and investment managers, to ensure a cohesive and integrated strategy. Philanthropy Management: Help the family define its philanthropic mission and develop a comprehensive strategy, aligning tax-beneficial charitable activities with the family's values. Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Compensation Range: $93,000 - $189,000 The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO). Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

JOB BRIEF (PURPOSE) • Senior advisor that exclusively works with UHNW families with a net-worth of greater than $25MM • Serves as the primary point of contact for internal and external referrals for FW prospects • Has a command of the Family Wealth value proposition and family office capabilities • Responsible for revenue growth on the relationship • Responsible for developing, documenting and executing on comprehensive sales and service strategy for uhnw families including the next gen • Responsible for the implementation of the targeted Family Wealth onboarding plan • Responsible for engaging senior leadership on the relationship • Leads the internal team and works closely with the Family Office Director to implement the client strategy • Is an astute and savvy competitor maintaining knowledge of strengths and weaknesses and product offerings and pricing of the competition. ESSENTIAL JOB FUNCTIONS Advisory • Senior level advisor who has significant depth, breadth, and experience to effectively serve as the lead advisor for a large and complex UHNW family • Establishes deep trust and confidence with Family Wealth clients while to position the team as the Trusted Advisors. • Develops a deep knowledge of our Family Wealth client's entire financial and family situation. Sales • Serves as the primary point of contact for new referrals • Develops internal and external relationships to generate new opportunities • Participates in professional associations and events to demonstrate professional credibility and to develop and expand COI relationships • Orchestrates and drives the overall sales process with a new prospect • Accountable for revenue growth and sales on the relationship • Works closely with the Family Office Director to identify and prioritize opportunities to deepen relationships • Leads the onboarding process for new families in partnership with the Family Office Director Client Service and Retention • Responsible for the overall execution of the client experience • Responsible for the development and documentation of the client strategy • Partners closely with the Family Office Director to provide the level of service clients expect from Key Family Wealth. • Responsible for retaining and deepening relationships including the development of the next generation REQUIRED QUALIFICATIONS • 10 years of advisory experience with ultra-high net worth individuals, families and family offices required • Graduate degree in business related field or equivalent experience • Depth and breadth of knowledge of tax, investments, and estate planning strategies for uhnw families • Excellent interpersonal and communications skills (both written and verbal) on full spectrum of client and COI profiles - from enteprunurial business owners to C-level executives to younger generations • Demonstrated dedicated commitment and proven track record in cultivating existing client relationships with a view toward revenue enhancement and profitability • Recognition as a Trusted Advisor with experience working directly with high net worth or high profile individuals • Expert management skills in fostering, facilitating and delivering on the ultra-high net worth market expectations PREFERRED QUALIFICATIONS • JD, CPA, CFA, CFP or Master's Degree • Demonstrated new business accomplishments in ultra-high net worth market • Prior experience as author of published industry articles • Experience as subject-matter-expert to in-house and industry groups EQUIPMENT USED/PHYSICAL REQUIREMENTS • Microsoft Office products and other computer applications and software (Word and Excel) • Standard office equipment TRAINING REQUIRED • On the job and as required to maintain licenses and certifications COMPENSATION AND BENEFITS This position is eligible to earn a base salary in the range of $160,000.00 - $334,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives. Please click here for a list of benefits for which this position is eligible. Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment. Job Posting Expiration Date: 01/26/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************. #LI-Hybrid

JOB BRIEF (PURPOSE) • Senior advisor that exclusively works with UHNW families with a net-worth of greater than $25MM • Serves as the primary point of contact for internal and external referrals for FW prospects • Has a command of the Family Wealth value proposition and family office capabilities • Responsible for revenue growth on the relationship • Responsible for developing, documenting and executing on comprehensive sales and service strategy for uhnw families including the next gen • Responsible for the implementation of the targeted Family Wealth onboarding plan • Responsible for engaging senior leadership on the relationship • Leads the internal team and works closely with the Family Office Director to implement the client strategy • Is an astute and savvy competitor maintaining knowledge of strengths and weaknesses and product offerings and pricing of the competition. ESSENTIAL JOB FUNCTIONS Advisory • Senior level advisor who has significant depth, breadth, and experience to effectively serve as the lead advisor for a large and complex UHNW family • Establishes deep trust and confidence with Family Wealth clients while to position the team as the Trusted Advisors. • Develops a deep knowledge of our Family Wealth client's entire financial and family situation. Sales • Serves as the primary point of contact for new referrals • Develops internal and external relationships to generate new opportunities • Participates in professional associations and events to demonstrate professional credibility and to develop and expand COI relationships • Orchestrates and drives the overall sales process with a new prospect • Accountable for revenue growth and sales on the relationship • Works closely with the Family Office Director to identify and prioritize opportunities to deepen relationships • Leads the onboarding process for new families in partnership with the Family Office Director Client Service and Retention • Responsible for the overall execution of the client experience • Responsible for the development and documentation of the client strategy • Partners closely with the Family Office Director to provide the level of service clients expect from Key Family Wealth. • Responsible for retaining and deepening relationships including the development of the next generation REQUIRED QUALIFICATIONS • Minimum of 10 years of advisory experience with ultra-high net worth individuals, families and family offices required • Graduate degree in business related field or equivalent experience • Depth and breadth of knowledge of tax, investments, and estate planning strategies for uhnw families • Excellent interpersonal and communications skills (both written and verbal) on full spectrum of client and COI profiles - from enteprunurial business owners to C-level executives to younger generations • Demonstrated dedicated commitment and proven track record in cultivating existing client relationships with a view toward revenue enhancement and profitability • Recognition as a Trusted Advisor with experience working directly with high net worth or high profile individuals • Expert management skills in fostering, facilitating and delivering on the ultra-high net worth market expectations PREFERRED QUALIFICATIONS • JD, CPA, CFA, CFP or Master's Degree • Demonstrated new business accomplishments in ultra-high net worth market • Prior experience as author of published industry articles • Experience as subject-matter-expert to in-house and industry groups EQUIPMENT USED/PHYSICAL REQUIREMENTS • Microsoft Office products and other computer applications and software (Word and Excel) • Standard office equipment TRAINING REQUIRED • On the job and as required to maintain licenses and certifications COMPENSATION AND BENEFITS This position is eligible to earn a base salary in the range of $160,000.00 - $334,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives. Please click here for a list of benefits for which this position is eligible. Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment. Job Posting Expiration Date: 02/27/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************. #LI-Hybrid