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Senior Strategist jobs at The PNC Financial Services Group

- 25 jobs
  • Senior Relationship Strategist - PNC Private Bank

    PNC Financial Services Group, Inc. 4.4company rating

    Senior strategist job at The PNC Financial Services Group

    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 Ridgewood, NJ. 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) Pay Transparency Base Salary: $104,000.00 - $299,000.00 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 08/26/2025, 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; 8 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.
    $94k-136k yearly est. 9d ago
  • Relationship Strategist, Sr - PNC Private Bank

    PNC Bank 4.4company rating

    Senior strategist job at The PNC Financial Services Group

    Position OverviewAt 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 Chicago, IL. 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 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. Responsible for managing a book of business. May assist 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 well developed 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 SkillsBook Of Business, Client Relationship Building, Customer Engagement, Decision Making, Financial Analysis, Identifying Sales OpportunitiesCompetenciesClient Relationship Management, Communicating for Impact, Decision Making and Critical Thinking, Influencing, Managing Multiple Priorities, Products and Services, Understanding Customer Needs, Value SellingWork ExperienceRoles 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.EducationBachelorsCertificationsNo Required Certification(s) LicensesNo Required License(s) Pay TransparencyBase Salary: $96,000.00 - $300,000.00Salaries 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 WindowGenerally, this opening is expected to be posted for two business days from 09/26/2025, although it may be longer with business discretion.BenefitsPNC 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; 8 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.
    $72k-102k yearly est. Auto-Apply 60d+ ago
  • Senior Manager, Business Development (Retail Media) - Capital One Ad Solutions (Remote)

    Capital One 4.7company rating

    Columbus, OH jobs

    Capital One Ad Solutions is looking for a Senior Manager, Business Development (Retail Media) to join the Partnerships Team. You'll be responsible for partnering with our top merchants to help them succeed leveraging Capital One Ad Solution's suite of products. In this client-facing role, the team is looking for a highly detail-oriented individual with product, data, sales, and strategic account management experience, to help integrate and create bespoke solutions for both current and net new retail partners. You'll act as a key liaison between our clients and internal teams, and be responsible for successfully proposing, planning and executing their marketing campaigns from start to finish. **Key Responsibilities Include:** + Build and maintain a robust sales pipeline, continually engaging with prospective advertisers and industry stakeholders to drive new revenue growth + Utilize your industry connections to identify and contact prospective brand and agency partners + Dissect each brand organization to uncover different revenue streams (shopper marketing, brand, ecomm, etc.) with the intent to unlock and grow relationships + Work with sales team counterparts to develop a roadmap for Retail Media within Capital One Ad Solutions + Collaborate with internal teams (product, bizops, marketing) to ensure our product and marketing materials are seamlessly delivered to clients + Articulate a compelling value proposition through the creation and delivery of executive-level presentations and proposals + Travel for client visits and/or industry conferences + Technical skills (utilizing analytic platforms, APIs, and proprietary tools) **An ideal candidate will possess:** + Strong strategic, analytical, and data-analysis skills + Demonstrated experience and results in strategic client facing (in-person, phone, email) interactions + Excellent communication skills, both written and verbal + Experience in identifying, creating, and building strategies to achieve organizational objectives + Prior experience in taking full ownership of client relationships and the ability to partner with internal stakeholders to create customized solutions for partners + Experience partnering on and creating product roadmaps + A strong deference to team culture, collaboration, and open communication **Basic Qualifications** **:** + At least 4 years experience in Retail Media + At least 8 years of experience in a strategic client facing sales or account management role + At least 8 years of experience reviewing or analyzing data **Preferred Qualifications** **:** + Bachelor's Degree + 5+ years of Retail Media experience + 7+ years of affiliate, enterprise sales or performance marketing experience + 11+ years of experience in a client facing role + Proven track record of managing, selling, and developing relationships with Strategic Merchants + Experience managing technical sales and integrations + Demonstrated success selling and managing merchants on sophisticated ad platforms + Strong data, analytical and communication skills **At this time, Capital One will not sponsor a new applicant for employment authorization for this position.** The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked. Remote (Regardless of Location): $155,300 - $177,200 for Senior Manager, Capital One Ad Solutions Richmond, VA: $155,300 - $177,200 for Senior Manager, Capital One Ad Solutions Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter. This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan. Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website (******************************************* . Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level. This role is expected to accept applications for a minimum of 5 business days. No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at ************** or via email at RecruitingAccommodation@capitalone.com . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. For technical support or questions about Capital One's recruiting process, please send an email to ********************** Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site. Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).
    $155.3k-177.2k yearly 7d ago
  • Senior Manager, Strategic Business Development - Capital One Ad Solutions (Remote)

    Capital One 4.7company rating

    Columbus, OH jobs

    Capital One Shopping is seeking a Senior Manager, Strategic Business Development to join our Partnerships team. In this role, you will be responsible for identifying, prospecting, and closing deals with top-tier advertisers. Your primary focus will be on driving net new mid-market business by cultivating strategic relationships and showcasing how our suite of solutions can help partners grow. You'll manage the full sales lifecycle, from initial outreach to contract negotiation and successful onboarding, working as the key external point of contact and internal liaison. **Key Responsibilities Include:** + Lead the full sales lifecycle, from initial prospecting to successful deal closure with C-suite level contacts + Identify and secure new business opportunities by leveraging market data, analytical insights, and strategic prospecting to pinpoint high-potential partners + Build and maintain a robust sales pipeline, continually engaging with prospective advertisers and industry stakeholders to drive new revenue growth + Collaborate cross-functionally with Product, Revenue Management, and other internal teams to shape our offering and ensure seamless integration for new advertisers + Articulate a compelling value proposition through the creation and delivery of executive-level presentations and proposals + Negotiate and execute complex mid-market level contracts by building consensus and influencing decision-makers across multiple teams + Demonstrated proficiency in utilizing analytical platforms, APIs, and proprietary tools to support the sales process is a plus **An ideal candidate will possess:** + Strong strategic, analytical, and data-analysis skills + Demonstrated success in prospecting, negotiation, and closing deals (in-person, phone, email) + Experience in identifying and creating new business opportunities to achieve ambitious revenue targets + Prior experience owning the end-to-end sales cycle and partnering with internal teams to structure custom solutions for prospective advertisers + A proven ability to gather and translate market and advertiser feedback to inform and influence product roadmap decisions + A strong deference to team culture, collaboration, and open communication **Basic Qualifications** **:** + At least 8 years of experience in a strategic client facing sales or account management roles + At least 8 years of experience reviewing or analyzing data **Preferred Qualifications** **:** + Bachelor's Degree + 7+ years of affiliate, enterprise sales, or performance marketing experience + 11+ years of experience in a client facing role + Experience managing technical sales and integrations + Demonstrated success selling and managing merchants on sophisticated ad platforms + Strong data, analytical and communication skills **At this time, Capital One will not sponsor a new applicant for employment authorization for this position.** The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked. Remote (Regardless of Location): $155,300 - $177,200 for Senior Manager, Capital One Ad Solutions Richmond, VA: $155,300 - $177,200 for Senior Manager, Capital One Ad Solutions Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter. This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan. Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website (******************************************* . Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level. This role is expected to accept applications for a minimum of 5 business days. No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at ************** or via email at RecruitingAccommodation@capitalone.com . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. For technical support or questions about Capital One's recruiting process, please send an email to ********************** Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site. Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).
    $155.3k-177.2k yearly 8d ago
  • KPB FW Sr Portfolio Strategist

    Keybank 4.4company rating

    Cleveland, OH jobs

    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 subject to individual and company performance. 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: 01/05/2026 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-Remote
    $112k-210k yearly Auto-Apply 19d ago
  • Senior Manager, Strategic Business Development - Capital One Ad Solutions (Remote)

    Capital One 4.7company rating

    Richmond, VA jobs

    Capital One Shopping is seeking a Senior Manager, Strategic Business Development to join our Partnerships team. In this role, you will be responsible for identifying, prospecting, and closing deals with top-tier advertisers. Your primary focus will be on driving net new mid-market business by cultivating strategic relationships and showcasing how our suite of solutions can help partners grow. You'll manage the full sales lifecycle, from initial outreach to contract negotiation and successful onboarding, working as the key external point of contact and internal liaison. Key Responsibilities Include: Lead the full sales lifecycle, from initial prospecting to successful deal closure with C-suite level contacts Identify and secure new business opportunities by leveraging market data, analytical insights, and strategic prospecting to pinpoint high-potential partners Build and maintain a robust sales pipeline, continually engaging with prospective advertisers and industry stakeholders to drive new revenue growth Collaborate cross-functionally with Product, Revenue Management, and other internal teams to shape our offering and ensure seamless integration for new advertisers Articulate a compelling value proposition through the creation and delivery of executive-level presentations and proposals Negotiate and execute complex mid-market level contracts by building consensus and influencing decision-makers across multiple teams Demonstrated proficiency in utilizing analytical platforms, APIs, and proprietary tools to support the sales process is a plus An ideal candidate will possess: Strong strategic, analytical, and data-analysis skills Demonstrated success in prospecting, negotiation, and closing deals (in-person, phone, email) Experience in identifying and creating new business opportunities to achieve ambitious revenue targets Prior experience owning the end-to-end sales cycle and partnering with internal teams to structure custom solutions for prospective advertisers A proven ability to gather and translate market and advertiser feedback to inform and influence product roadmap decisions A strong deference to team culture, collaboration, and open communication Basic Qualifications: At least 8 years of experience in a strategic client facing sales or account management roles At least 8 years of experience reviewing or analyzing data Preferred Qualifications: Bachelor's Degree 7+ years of affiliate, enterprise sales, or performance marketing experience 11+ years of experience in a client facing role Experience managing technical sales and integrations Demonstrated success selling and managing merchants on sophisticated ad platforms Strong data, analytical and communication skills At this time, Capital One will not sponsor a new applicant for employment authorization for this position. The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked. Remote (Regardless of Location): $155,300 - $177,200 for Senior Manager, Capital One Ad Solutions Richmond, VA: $155,300 - $177,200 for Senior Manager, Capital One Ad Solutions Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter. This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan. Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level. This role is expected to accept applications for a minimum of 5 business days.No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at ************** or via email at RecruitingAccommodation@capitalone.com. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. For technical support or questions about Capital One's recruiting process, please send an email to ********************** Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site. Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).
    $155.3k-177.2k yearly Auto-Apply 9d ago
  • Senior Manager, Business Development (Retail Media) - Capital One Ad Solutions (Remote)

    Capital One 4.7company rating

    Richmond, VA jobs

    Capital One Ad Solutions is looking for a Senior Manager, Business Development (Retail Media) to join the Partnerships Team. You'll be responsible for partnering with our top merchants to help them succeed leveraging Capital One Ad Solution's suite of products. In this client-facing role, the team is looking for a highly detail-oriented individual with product, data, sales, and strategic account management experience, to help integrate and create bespoke solutions for both current and net new retail partners. You'll act as a key liaison between our clients and internal teams, and be responsible for successfully proposing, planning and executing their marketing campaigns from start to finish. Key Responsibilities Include: Build and maintain a robust sales pipeline, continually engaging with prospective advertisers and industry stakeholders to drive new revenue growth Utilize your industry connections to identify and contact prospective brand and agency partners Dissect each brand organization to uncover different revenue streams (shopper marketing, brand, ecomm, etc.) with the intent to unlock and grow relationships Work with sales team counterparts to develop a roadmap for Retail Media within Capital One Ad Solutions Collaborate with internal teams (product, bizops, marketing) to ensure our product and marketing materials are seamlessly delivered to clients Articulate a compelling value proposition through the creation and delivery of executive-level presentations and proposals Travel for client visits and/or industry conferences Technical skills (utilizing analytic platforms, APIs, and proprietary tools) An ideal candidate will possess: Strong strategic, analytical, and data-analysis skills Demonstrated experience and results in strategic client facing (in-person, phone, email) interactions Excellent communication skills, both written and verbal Experience in identifying, creating, and building strategies to achieve organizational objectives Prior experience in taking full ownership of client relationships and the ability to partner with internal stakeholders to create customized solutions for partners Experience partnering on and creating product roadmaps A strong deference to team culture, collaboration, and open communication Basic Qualifications: At least 4 years experience in Retail Media At least 8 years of experience in a strategic client facing sales or account management role At least 8 years of experience reviewing or analyzing data Preferred Qualifications: Bachelor's Degree 5+ years of Retail Media experience 7+ years of affiliate, enterprise sales or performance marketing experience 11+ years of experience in a client facing role Proven track record of managing, selling, and developing relationships with Strategic Merchants Experience managing technical sales and integrations Demonstrated success selling and managing merchants on sophisticated ad platforms Strong data, analytical and communication skills At this time, Capital One will not sponsor a new applicant for employment authorization for this position. The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked. Remote (Regardless of Location): $155,300 - $177,200 for Senior Manager, Capital One Ad Solutions Richmond, VA: $155,300 - $177,200 for Senior Manager, Capital One Ad Solutions Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter. This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan. Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level. This role is expected to accept applications for a minimum of 5 business days.No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at ************** or via email at RecruitingAccommodation@capitalone.com. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. For technical support or questions about Capital One's recruiting process, please send an email to ********************** Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site. Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).
    $155.3k-177.2k yearly Auto-Apply 7d ago
  • Senior Wealth Strategist

    Fifth Third Bank 4.6company rating

    Columbus, OH jobs

    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.
    $91k-113k yearly est. Auto-Apply 2d ago
  • Key Private Bank Senior Portfolio Strategist

    Keybank 4.4company rating

    Pepper Pike, OH jobs

    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. Job Posting Expiration Date: 10/25/2025 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, disability or veteran status. 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_**********************.
    $87k-119k yearly est. Auto-Apply 60d+ ago
  • Senior Manager, Strategic Business Development - Capital One Ad Solutions (Remote)

    Capital One 4.7company rating

    Sacramento, CA jobs

    Capital One Shopping is seeking a Senior Manager, Strategic Business Development to join our Partnerships team. In this role, you will be responsible for identifying, prospecting, and closing deals with top-tier advertisers. Your primary focus will be on driving net new mid-market business by cultivating strategic relationships and showcasing how our suite of solutions can help partners grow. You'll manage the full sales lifecycle, from initial outreach to contract negotiation and successful onboarding, working as the key external point of contact and internal liaison. **Key Responsibilities Include:** + Lead the full sales lifecycle, from initial prospecting to successful deal closure with C-suite level contacts + Identify and secure new business opportunities by leveraging market data, analytical insights, and strategic prospecting to pinpoint high-potential partners + Build and maintain a robust sales pipeline, continually engaging with prospective advertisers and industry stakeholders to drive new revenue growth + Collaborate cross-functionally with Product, Revenue Management, and other internal teams to shape our offering and ensure seamless integration for new advertisers + Articulate a compelling value proposition through the creation and delivery of executive-level presentations and proposals + Negotiate and execute complex mid-market level contracts by building consensus and influencing decision-makers across multiple teams + Demonstrated proficiency in utilizing analytical platforms, APIs, and proprietary tools to support the sales process is a plus **An ideal candidate will possess:** + Strong strategic, analytical, and data-analysis skills + Demonstrated success in prospecting, negotiation, and closing deals (in-person, phone, email) + Experience in identifying and creating new business opportunities to achieve ambitious revenue targets + Prior experience owning the end-to-end sales cycle and partnering with internal teams to structure custom solutions for prospective advertisers + A proven ability to gather and translate market and advertiser feedback to inform and influence product roadmap decisions + A strong deference to team culture, collaboration, and open communication **Basic Qualifications** **:** + At least 8 years of experience in a strategic client facing sales or account management roles + At least 8 years of experience reviewing or analyzing data **Preferred Qualifications** **:** + Bachelor's Degree + 7+ years of affiliate, enterprise sales, or performance marketing experience + 11+ years of experience in a client facing role + Experience managing technical sales and integrations + Demonstrated success selling and managing merchants on sophisticated ad platforms + Strong data, analytical and communication skills **At this time, Capital One will not sponsor a new applicant for employment authorization for this position.** The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked. Remote (Regardless of Location): $155,300 - $177,200 for Senior Manager, Capital One Ad Solutions Richmond, VA: $155,300 - $177,200 for Senior Manager, Capital One Ad Solutions Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter. This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan. Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website (******************************************* . Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level. This role is expected to accept applications for a minimum of 5 business days. No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at ************** or via email at RecruitingAccommodation@capitalone.com . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. For technical support or questions about Capital One's recruiting process, please send an email to ********************** Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site. Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).
    $155.3k-177.2k yearly 8d ago
  • Senior Manager, Business Development (Retail Media) - Capital One Ad Solutions (Remote)

    Capital One 4.7company rating

    Sacramento, CA jobs

    Capital One Ad Solutions is looking for a Senior Manager, Business Development (Retail Media) to join the Partnerships Team. You'll be responsible for partnering with our top merchants to help them succeed leveraging Capital One Ad Solution's suite of products. In this client-facing role, the team is looking for a highly detail-oriented individual with product, data, sales, and strategic account management experience, to help integrate and create bespoke solutions for both current and net new retail partners. You'll act as a key liaison between our clients and internal teams, and be responsible for successfully proposing, planning and executing their marketing campaigns from start to finish. **Key Responsibilities Include:** + Build and maintain a robust sales pipeline, continually engaging with prospective advertisers and industry stakeholders to drive new revenue growth + Utilize your industry connections to identify and contact prospective brand and agency partners + Dissect each brand organization to uncover different revenue streams (shopper marketing, brand, ecomm, etc.) with the intent to unlock and grow relationships + Work with sales team counterparts to develop a roadmap for Retail Media within Capital One Ad Solutions + Collaborate with internal teams (product, bizops, marketing) to ensure our product and marketing materials are seamlessly delivered to clients + Articulate a compelling value proposition through the creation and delivery of executive-level presentations and proposals + Travel for client visits and/or industry conferences + Technical skills (utilizing analytic platforms, APIs, and proprietary tools) **An ideal candidate will possess:** + Strong strategic, analytical, and data-analysis skills + Demonstrated experience and results in strategic client facing (in-person, phone, email) interactions + Excellent communication skills, both written and verbal + Experience in identifying, creating, and building strategies to achieve organizational objectives + Prior experience in taking full ownership of client relationships and the ability to partner with internal stakeholders to create customized solutions for partners + Experience partnering on and creating product roadmaps + A strong deference to team culture, collaboration, and open communication **Basic Qualifications** **:** + At least 4 years experience in Retail Media + At least 8 years of experience in a strategic client facing sales or account management role + At least 8 years of experience reviewing or analyzing data **Preferred Qualifications** **:** + Bachelor's Degree + 5+ years of Retail Media experience + 7+ years of affiliate, enterprise sales or performance marketing experience + 11+ years of experience in a client facing role + Proven track record of managing, selling, and developing relationships with Strategic Merchants + Experience managing technical sales and integrations + Demonstrated success selling and managing merchants on sophisticated ad platforms + Strong data, analytical and communication skills **At this time, Capital One will not sponsor a new applicant for employment authorization for this position.** The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked. Remote (Regardless of Location): $155,300 - $177,200 for Senior Manager, Capital One Ad Solutions Richmond, VA: $155,300 - $177,200 for Senior Manager, Capital One Ad Solutions Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter. This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan. Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website (******************************************* . Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level. This role is expected to accept applications for a minimum of 5 business days. No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at ************** or via email at RecruitingAccommodation@capitalone.com . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. For technical support or questions about Capital One's recruiting process, please send an email to ********************** Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site. Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).
    $155.3k-177.2k yearly 7d ago
  • Senior Relationship Strategist - PNC Private Bank

    PNC Financial Services Group, Inc. 4.4company rating

    Senior strategist job at The PNC Financial Services Group

    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 PNC Private Bank organization, you will be based in Charlotte, NC. This 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 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; 8 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.
    $72k-100k yearly est. 9d ago
  • Senior Wealth Strategist

    Fifth Third Bank, N.A 4.6company rating

    Cincinnati, OH jobs

    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.
    $90k-111k yearly est. 60d+ ago
  • Senior Wealth Strategist

    Fifth Third Bank 4.6company rating

    Cincinnati, OH jobs

    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.
    $90k-111k yearly est. Auto-Apply 2d ago
  • Senior Manager, Strategic Business Development - Capital One Ad Solutions (Remote)

    Capital One 4.7company rating

    Denver, CO jobs

    Capital One Shopping is seeking a Senior Manager, Strategic Business Development to join our Partnerships team. In this role, you will be responsible for identifying, prospecting, and closing deals with top-tier advertisers. Your primary focus will be on driving net new mid-market business by cultivating strategic relationships and showcasing how our suite of solutions can help partners grow. You'll manage the full sales lifecycle, from initial outreach to contract negotiation and successful onboarding, working as the key external point of contact and internal liaison. **Key Responsibilities Include:** + Lead the full sales lifecycle, from initial prospecting to successful deal closure with C-suite level contacts + Identify and secure new business opportunities by leveraging market data, analytical insights, and strategic prospecting to pinpoint high-potential partners + Build and maintain a robust sales pipeline, continually engaging with prospective advertisers and industry stakeholders to drive new revenue growth + Collaborate cross-functionally with Product, Revenue Management, and other internal teams to shape our offering and ensure seamless integration for new advertisers + Articulate a compelling value proposition through the creation and delivery of executive-level presentations and proposals + Negotiate and execute complex mid-market level contracts by building consensus and influencing decision-makers across multiple teams + Demonstrated proficiency in utilizing analytical platforms, APIs, and proprietary tools to support the sales process is a plus **An ideal candidate will possess:** + Strong strategic, analytical, and data-analysis skills + Demonstrated success in prospecting, negotiation, and closing deals (in-person, phone, email) + Experience in identifying and creating new business opportunities to achieve ambitious revenue targets + Prior experience owning the end-to-end sales cycle and partnering with internal teams to structure custom solutions for prospective advertisers + A proven ability to gather and translate market and advertiser feedback to inform and influence product roadmap decisions + A strong deference to team culture, collaboration, and open communication **Basic Qualifications** **:** + At least 8 years of experience in a strategic client facing sales or account management roles + At least 8 years of experience reviewing or analyzing data **Preferred Qualifications** **:** + Bachelor's Degree + 7+ years of affiliate, enterprise sales, or performance marketing experience + 11+ years of experience in a client facing role + Experience managing technical sales and integrations + Demonstrated success selling and managing merchants on sophisticated ad platforms + Strong data, analytical and communication skills **At this time, Capital One will not sponsor a new applicant for employment authorization for this position.** The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked. Remote (Regardless of Location): $155,300 - $177,200 for Senior Manager, Capital One Ad Solutions Richmond, VA: $155,300 - $177,200 for Senior Manager, Capital One Ad Solutions Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter. This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan. Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website (******************************************* . Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level. This role is expected to accept applications for a minimum of 5 business days. No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at ************** or via email at RecruitingAccommodation@capitalone.com . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. For technical support or questions about Capital One's recruiting process, please send an email to ********************** Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site. Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).
    $155.3k-177.2k yearly 8d ago
  • Family Governance Strategist

    Huntington 4.4company rating

    Columbus, OH jobs

    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: $180,000-$185,000 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.
    $180k-185k yearly Auto-Apply 2d ago
  • Key Family Wealth Strategist

    Keybank 4.4company rating

    Cleveland, OH jobs

    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 to $330,000.00 annually depending on location and job-related factors such as level of experience. Compensation for this role also includes eligibility for short-term incentive compensation and deferred incentive compensation subject to individual and company performance. Please click here for a list of benefits for which this position is eligible. Job Posting Expiration Date: 05/31/2025 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, disability or veteran status. 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_**********************.
    $60k-93k yearly est. Auto-Apply 60d+ ago
  • Key Family Wealth Strategist

    Keybank 4.4company rating

    Cincinnati, OH jobs

    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 subject to individual and company performance. Please click here for a list of benefits for which this position is eligible. Job Posting Expiration Date: 12/31/2025 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_**********************.
    $58k-88k yearly est. Auto-Apply 60d+ ago
  • Senior Relationship Strategist - PNC Private Bank

    PNC Financial Services Group, Inc. 4.4company rating

    Senior strategist job at The PNC Financial Services Group

    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 Cleveland, OH. The position is primarily based in a PNC location. Responsibilities require time in the office or in the field on a regular basis. 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 Client Relationship Management, Communicating for Impact, Decision Making and Critical Thinking, Influencing, Managing Multiple Priorities, Products and Services, 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) Pay Transparency Base Salary: $119,000.00 - $230,000.00 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 09/24/2025, 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; 8 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.
    $71k-101k yearly est. 1d ago
  • Relationship Strategist III - PNC Private Bank

    PNC Bank 4.4company rating

    Senior strategist job at The PNC Financial Services Group

    Position OverviewAt 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 Relationship Strategist III within PNC's Private Bank organization, you will be based in Dallas, TX. 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 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. Responsible for managing a book of business. 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. 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. 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 working 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. 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 SkillsBook Of Business, Client Relationship Building, Customer Engagement, Decision Making, Financial Analysis, Identifying Sales OpportunitiesCompetenciesClient Relationship Management, Communicating for Impact, Decision Making and Critical Thinking, Influencing, Managing Multiple Priorities, Products and Services, Understanding Customer Needs, Value SellingWork ExperienceRoles 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.EducationBachelorsCertificationsNo Required Certification(s) LicensesNo Required License(s) BenefitsPNC 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; 8 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.
    $70k-98k yearly est. Auto-Apply 60d+ ago

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