Position OverviewAs a Business Experience & Planning Group Manager within PNC Wealth Management, you will be based in Pittsburgh, PA at the Tower at PNC Plaza.
Job Description- Director of Financial Planning
- PNC is seeking a senior leader to own and advance the Financial Planning platform across PNC Wealth Management. Join the senior leadership team of one of the country’s largest and most respected national banks and help shape the future of financial planning for advisors and clients. As Director of Financial Planning within the Wealth Solutions Products, Financial Planning, and Investment Research organization, you will set the enterprise financial planning strategy across Wealth Management and Premier Banking, manage a high‑performing team of Wealth Strategists and Wealth Solutions Consultants, and partner closely with advisor leadership, digital, and technology teams. You will also own, implement, and continuously enhance third‑party financial planning technology relationships, ensuring platforms are scalable, integrated, and aligned to business and client needs.
- The ideal candidate is a proven financial planning executive who can lead the end‑to‑end vision and drive execution through a high‑impact team. You bring a strong, informed point of view on what great financial planning looks like across client segments and delivery channels and are accountable for turning strategy into results—through technology roadmaps, operating models, advisor enablement, and coordinated go‑to‑market execution with training, marketing, and digital technology partners.
- Oversees cross-functional teams to improve line of business planning methods. Defines key line of business initiatives and growth strategies and programs that will drive line of business objectives. Demonstrates commitment to quality by delivering customer focus, appropriate risk management practices and leadership standards to customers and/or internal partners.
- Responsible for the evaluation and transformation of business models for the line of business to improve their organizational effectiveness, expand business, and increase profits
- Leads team in execution of strategic plan and/or specific initiatives to achieve line of business goals.
- Develops strong partnerships with key decision makers to ensure cross-business and cross-functional alignment and synergy.
- Leads a team or multiple teams that develop and implement best practices and learning plans to meet business objectives.
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
- Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
- Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
PNC also has fundamental expectations of our people managers. As a manager of talent in PNC, you will be expected to:
- Include Intentionally - Cultivates diverse teams and inclusive workplaces to expand thinking.
- Live the Values - Role models our values with transparency and courage.
- Enable Change - Takes action to drive change and innovation that will transform our business.
- Achieve Results - Takes personal ownership to deliver results. Empowers and trusts others in decision making.
- Develop the Best - Raises the bar with every talent decision and guides the achievement of all employees and customers.
QualificationsSuccessful 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 SkillsBusiness Development, Business Intelligence (BI), Competitive Advantages, Competitive Strategies, Data Integration, Data Mining, Strategic Planning
CompetenciesBusiness Case Justification, Business Process Design, Influencing, Innovation, Planning: Tactical, Strategic, Problem Solving, Strategic Thinking, Visioning
Work 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. At least 5 years of prior management experience is typically required. Proven leadership experience with a moderate to large scope of responsibility is required. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
EducationBachelors
CertificationsNo Required Certification(s)
LicensesFINRA Series 7 Required
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; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
To learn more about these and other programs, including benefits for full time and part-time employees, visitpncthrive.com.
