Investment Advisor Sr
PNC
Position Overview
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 an Investment Advisor Sr within PNC's Private Bank organization, you will be based in Pittsburgh, PA.
PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals.
PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.
Job Description
- Manages accounts in accordance with investment objectives that have been developed with the client. Depending on line of business, may provide specialized advice and partnership with specialists supporting the portfolio investment strategy, objectives, and health of the strategy.
- Responsible for delivering the PNC investment experience to clients, providing actionable advice, market insight and reporting on investment results. Maintains expert level knowledge of complex investment and asset management strategies.
- Responsible for maintaining and growing assets under management. Additionally supports and may lead the sales efforts of the business through the introduction and expansion of financial services to the client.
- Executes risk management practices through the adherence to PNC's policies and procedures. May help provide direction to investment professionals.
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
Accountability, Budget Management, Competitive Advantages, Decision Making, Finance Strategy, Financial Modeling, Investment Management, Relationship Management
Competencies
Client Relationship Management, Decision Making and Critical Thinking, Effective Communications, Investment Consulting, Portfolio Management, Products and Services, 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)
Language Assessments
No Required or Preferred Language Assessments
Benefits
PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.
In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
To learn more about these and other programs, including benefits for full time and part-time employees, visit pncthrive.com.
Disability Accommodations Statement
If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call 877-968-7762 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.
Treasury Product Sales Mgr I
Bank of America
Job Description:
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates' physical, emotional, and financial wellness through affordable, competitive and flexible benefits.
We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
We are seeking an experienced Card and Comprehensive Payables Sales Specialist to join our Global Payments Solutions (GPS) team. This role serves as the senior sales subject matter expert for commercial card and payables solutions, providing deep industry expertise, competitive insights, consultative sales leadership, and solution positioning across the GPS client portfolio.
As part of Bank of America's Global Payments Solutions business, Global Commercial Card and Comprehensive Payables develops innovative payment strategies and working capital solutions aligned to the treasury objectives of global corporate, commercial, and public sector clients. We are a leading provider of purchasing cards, virtual payables, corporate travel solutions, and comprehensive payables programs, delivering capabilities in over 100 countries and 20 languages.
The successful candidate will partner closely with Treasury Sales, Relationship Management, Product Management, and other key stakeholders to originate, develop, and close complex commercial card and payables opportunities. This individual will engage with senior client stakeholders across Treasury, Finance, Procurement, Shared Services, Accounts Payable, and Travel functions to identify challenges, develop strategic solutions, and deliver measurable business value.
As a GPS Payment Sales Solutions Specialist, the candidate will thrive in a highly matrixed environment, influence across multiple internal and external stakeholders, and manage complex opportunities from origination through implementation. The ideal candidate is a strategic thinker, strong communicator, and trusted advisor who combines industry expertise with a passion for innovation and client success.
- Serve as the senior product specialist supporting GPS sales and relationship management teams in originating, structuring, and closing complex commercial card and payables opportunities.
- Maintain deep expertise in commercial card, virtual payments, and comprehensive payables solutions, including industry trends, client needs, and competitive positioning.
- Lead consultative discussions with stakeholders at all levels of client organizations and represent Bank of America at industry events and forums.
- Partner with client teams on call planning, strategic reviews, and opportunity identification to develop and advance solution strategies.
- Participate in senior deal teams and provide thought leadership throughout the sales process.
- Drive collaboration across product, sales, implementation, and relationship management teams to deliver differentiated client solutions and grow market share.
Responsibilities
The GPS Payment Sales Solutions Specialist primary duties will include:
- Originate and develop new business opportunities through proactive client engagement, industry networking, referral generation, and strategic prospecting.
- Lead clients through the full sales lifecycle, including opportunity qualification, solution design, pricing strategy, proposal development, product demonstrations, contract negotiations, and deal closure.
- Provide subject matter expertise across the GPS payables portfolio, including Purchasing Cards, Corporate Travel Cards, Virtual Payables, Virtual Travel Cards, Comprehensive Payables, and related B2B payment solutions.
- Manage complex client engagements, strategic reviews, and large-scale opportunities to deepen relationships and increase market penetration.
- Serve as a trusted advisor to clients and internal partners by delivering consultative recommendations aligned to treasury, working capital, operational efficiency, and payment optimization objectives.
- Represent Bank of America at industry conferences, client events, and market forums while enhancing brand awareness and generating business opportunities.
- Partner with line-of-business and risk stakeholders to ensure appropriate governance, policy adherence, and risk management throughout the sales process.
- Collaborate across product, sales, and relationship management teams to execute segment strategies, drive client adoption, and support business growth initiatives.
- Monitor industry trends, client priorities, emerging payment technologies, and competitive developments to identify opportunities and influence product strategy.
- Support market and business leadership in developing programs, initiatives, and best practices that advance GPS growth objectives.
Required Qualifications:
- Minimum 3 years of experience in the payables marketplace, with an understanding of the competitive landscape and regional marketplace variations
- Ability to travel up to 35%
- Proven ability to work in a demanding, fast-paced global environment
- Experience working within a highly matrixed organization
- Strong communication skills - both verbal and written
- Strong presentation skills
- Ability and desire to think creatively to deliver business results, both independently and as part of a team
- Experience leading technology demonstrations and discussions
- Ability to manage multiple projects simultaneously
- Skilled in working with Microsoft Office applications
- Seeking motivating team players who value collaboration, celebrating shared success and who actively seek and appreciate diverse thoughts and backgrounds
- Seeking highly engaged teammates whose intensity and intentions align and are enthusiastic about the work we are doing for our clients and in our communities
- Seeking teammates with out-of-the box ideas and solutions, who embrace change with a future-forward mindset, and are looking to challenge the status quo
- Seeking strong communicators who value giving and receiving feedback, easily build relationships, and who are quick thinking, flexible, and always learning and sharing knowledge
Desired Qualifications:
- Global Commercial Card & Comprehensive Payables subject matter expertise, in sales, account management or product role
- Sales experience within a large, global financial institution
- Knowledge of treasury management and card and comprehensive payables services
- Project management skills
- Experience in Accounts Payable
- 3 year or advanced degree
Skills:
- Business Development
- Customer and Client Focus
- Leadership Development
- Strategy Planning and Development
- Business Acumen
- Change Management
- Client Experience Branding
- Client Solutions Advisory
- Inclusive Leadership
- Account Management
- Adaptability
- Presentation Skills
- Talent Development
Skills:
- Business Development
- Customer and Client Focus
- Leadership Development
- Strategy Planning and Development
- Business Acumen
- Change Management
- Client Experience Branding
- Client Solutions Advisory
- Inclusive Leadership
- Account Management
- Adaptability
- Presentation Skills
- Talent Development
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - IL - Chicago - 110 N Wacker Dr - Bank Of America Tower Chicago (IL4110), US - NY - New York - ONE BRYANT PARK - BANK OF AMERICA TOWER (NY1100)
Pay and benefits information
Pay range
$109,200.00 - $135,500.00 annualized salary, offers to be determined based on experience, education and skill set.
Discretionary incentive eligible
This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.
Benefits
This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
Client Success Manager - Must Reside in PT
KinderCare Learning Companies
Futures start here. Where first steps, new friendships, and confident learners are born. At KinderCare Learning Companies, the first and only early childhood education provider recognized with theGallup Exceptional Workplace Award, we offer a variety of early education and child care options for families. Whether it's KinderCare Learning Centers, Champions, or Crème de la Crème, we build confidence for kids, families, and the future we share. And we want you to join us in shaping it-in neighborhoods, at work, and in schools nationwide.
At KinderCare Learning Companies, you'll use your skills and expertise to support the work (and fun) that happens in our sites and centers every day. From marketers and strategists to financial analysts and data engineers, and so much more, we're all passionate about crafting a world where children, families, and organizations can thrive.
As a Client Success Manager, you'll be a strategic partner to our clients, helping them maximize the value of our partnership while driving engagement, satisfaction, retention, and long-term growth. Serving as the primary point of contact throughout the client lifecycle, you'll build trusted relationships, provide proactive guidance and tailored recommendations, and collaborate across teams to deliver a seamless client experience. You'll also support successful onboarding and field adoption through training, resources, and ongoing reinforcement. This role is ideal for a strong communicator and strategic thinker who thrives on collaboration, problem-solving, and helping clients achieve lasting success.
Responsibilities:
Client Retention and Growth
- Develop a deep understanding of client goals and evolving needs, using regular engagement, performance reviews, and proactive solutions to drive satisfaction and retention
- Identify and lead opportunities for account growth, renewals, program expansion, and increased utilization through targeted B2B2C marketing and adoption strategies
Contract and Financial Management
- Manage client contracts throughout the partnership, including program and financial requirements, renewals, amendments, extensions, and compliance with contractual obligations
- Coordinate billing and invoicing requirements with clients and internal teams to ensure accurate and timely fulfillment of financial commitments
Reporting and Performance Monitoring
- Deliver regular client reporting, executive summaries, progress updates, and year-end reviews that clearly communicate program performance and results
- Monitor KPIs and utilization trends, translating performance data into actionable insights and recommendations that strengthen client outcomes
Support and Strategic Engagement
- Lead strategic client engagement from implementation through ongoing operations, including client meetings, site expansions, program add-ons, and seasonal program launches and renewals
- Partner cross-functionally with sales, field leadership, and internal teams to evaluate opportunities, strengthen field adoption, address client feedback, and support long-term partnership growth
Qualifications:
- Bachelor's degree in business, marketing, communications, education, or related field or equivalent professional experience
- 5+ years of experience in client success, account management, customer success, relationship management, or a similar client-facing role
- Demonstrated ability to build executive-level relationships and manage complex client portfolios
- Strong project management and organizational skills with the ability to prioritize multiple initiatives simultaneously
- Experience interpreting business metrics and translating data into actionable client recommendations
- Strong problem-solving skills with the ability to influence cross-functional teams and drive collaborative solutions
#LI-Remote
Our benefits meet you where you are. We're here to help our employees navigate the integration of work and life:
- Know your whole family is supported with discounted child care benefits.
- Breathe easy with medical, dental, and vision benefits for your family (and pets, too!).
- Feel supported in your mental health and personal growth with employee assistance programs.
- Feel great and thrive with access to health and wellness programs, paid time off and discounts for work necessities, such as cell phones.
- ... and much more.
We operate research-backed, accredited, and customizable programs in more than 2,000 sites and centers across 40 states and the District of Columbia. As we expand, we're matching the needs of more and more families, dynamic work environments, and diverse communities from coast to coast. Because we believe every family deserves access to high-quality child care, no matter who they are or where they live. Every day, you'll help bring this mission to life by building community and delivering exceptional experiences. And if you're anything like us, you'll come for the work, and stay for the people.
KinderCare Learning Companies is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, national origin, age, sex, religion, disability, sexual orientation, marital status, military or veteran status, gender identity or expression, or any other basis protected by local, state, or federal law.
Relationship Manager I - C&IB (F)
PNC
Position Overview
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 Relationship Manager I (F) within PNC's Corporate Banking Healthcare organization, you will be based in Pittsburgh, PA.
Licenses: SIE, Series 52 & 63 (79 optional) within 180 days of employment
Preferences:
Formal credit training
Healthcare experience
Experience with middle market clients (100mm +)
PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals.
PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.
Job Description
- Handles relationship management activities with new and/or existing clients in a book of business to grow sales, revenue and market share with relevant sales goals. Typically works with clients with basic levels of risk and complexity of needs. Generally works with higher degree of supervision.
- With direction, acquires and/or expands and retains client relationships to generate revenue and deepen share of wallet. Handles the origination, financial analysis, negotiation and documentation of credit and non-credit products and services.
- Manages risk/return and drives quality for new and/or existing clients. Actively identifies and mitigates different types of risk, such as regulatory, reputational, operational and credit risks.
- Focuses on client opportunities by providing ideas and insights based on an understanding of the client's needs and their financial well-being. Focuses on increasing client engagement and loyalty.
- Builds an effective network of internal and external relationships, such as community and industry relationships, to actively acquire new clients and/or expand existing clients and enhance the client experience. Focuses on bringing entire bank to the client by presenting the full range of PNC's products and services. Leverages reporting and sales tools to proactively identify and successfully convert sales opportunities.
- As defined with the business, demonstrates ability to analyze, evaluate and mitigate credit risk by utilizing knowledge of credit fundamentals and internal credit policies.
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
Client Prospecting, Client Relationship Building, Credit Risk Analysis, Customer Engagement, Financial Analysis, Financial Modeling, Investment Banking, Public Speaking, Relationship Building, Relationship Management
Competencies
Business Acumen, Client Relationship Management, Credit Analysis and Verification, Customer Experience Management., Decision Making and Critical Thinking, Effective Communications, Industry Knowledge, Managing Multiple Priorities, Portfolio Management - 1, Prospecting., Sales Negotiating, Selling., Tech Savvy
Work Experience
Roles at this level typically require a university / college degree, with 3+ years of relevant / direct industry experience. Certifications are often desired. 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
Public Finance & Healthcare - SIE, Series 52 & 63 (79 optional) within 180 days of employment, Corporate Finance SIE, 79 and 63 (7 optional/with manager approval) within 180 days of employment, Asset Backed Finance SIE, 7, 79 and 63 within 180 days of employment. Other appropriate licenses (e.g. supervisory licenses) may be required at the discretion of the manager.
Language Assessments
No Required or Preferred Language Assessments
Benefits
PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.
In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
To learn more about these and other programs, including benefits for full time and part-time employees, visit pncthrive.com.
Disability Accommodations Statement
If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call 877-968-7762 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.
Sr. Relationship Manager - Global Commercial Banking - Healthcare, Education, Not-for-Profit Group - (Chicago/West Des Moines/Davenport/Cincinnati/Columbus/Minneapolis)
Bank of America
Job Description:
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Summary:
Join Bank of America's Healthcare, Education & Not-for-Profit (HENFP) business-part of the Global Commercial Bank-and play a leading role in expanding our presence across the Upper Midwest. The Senior Relationship Manager is a high-impact, client-facing role responsible for driving new business, deepening existing relationships, and delivering profitable growth across a portfolio of complex, mission-driven organizations. HENFP is purpose-built for this market: our teams bring specialized coverage and solutions to not-for-profit healthcare (hospitals, health systems, and insurance providers), private higher education, and large nonprofits/NGOs. You'll partner with a deep bench of product specialists to help clients optimize their financial strategies-from capital and credit solutions to treasury, payments, and broader corporate banking capabilities-while advising senior leaders on topics like industry trends, liquidity, and capital structure. The clients you'll cover are sophisticated institutions with annual revenues starting at $50MM and no upper limit, including some of the largest organizations in the country.
Job Description:
The Relationship Manager is responsible for providing advice and valuable financial solutions to complex Global Commercial Banking clients and prospects. Key responsibilities include serving as the primary point of contact or trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating with teammates, and facilitating client relationships with Product Specialists. Job expectations include having knowledge of the bank's products and services in order to identify cross-selling opportunities and increase overall client satisfaction.
Responsibilities:
• Manages an extensive portfolio of HENFP clients and prospects with annual revenues of $50 million and above to help companies save, borrow, and invest for their current and future needs
• Acquires, deepens, and maintains profitable client relationships through sales, prospecting, and enhancing existing relationships
• Understands and interprets financial and cash flow statements to assess and analyze financial conditions of companies and industry trends
• Collaborates with domestic and international teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product Specialists in Credit, Treasury Management, and Merchant Services in order to design and deliver financial solutions to clients and prospects
• Leads and facilitates dialogue with a variety of complex clients and prospects regarding topics such as the client and prospect industry, alternative capital structures, and general business issues
• Coaches and mentors peers, while utilizing leadership skills
• Adapts to changes in sales practices and broader market and industry conditions as needed
Skills:
- Client Management
- Client Solutions Advisory
- Prospecting
- Relationship Building
- Risk Management
- Financial Analysis
- Leadership Development
- Project Management
- Referral Identification
- Sales Performance Management
- Business Development
- Client Experience Branding
- Continuous Improvement
- Data and Trend Analysis
- Pipeline Management
Required Qualifications:
• 10+ years' experience in broad based commercial lending/corporate finance/relationship management experience
• Demonstrates management capability of an extensive portfolio of Healthcare, Education and NFP clients with revenues greater than $50 million.
• Proven track record of prospecting new business, enhancing existing relationships and closing profitable transactions.
• Professional proven sales skills and experience, including planning, execution and follow up of client meetings.
• Strong corporate finance, capital markets and accounting acumen.
• Financial modeling experience and the completion of a formal credit training preferred.
• Outstanding oral and written communication skills.
• Demonstrated leadership ability.
• Capable of organizing, facilitating, leading and negotiating with a team of bank associates to solve client problems.
• Securities Industry Essentials (SIE), Series 7 & 63 (Must obtain SIE, series 7 & 63 license within 180 days of start date)
Desired Skills:
• Undergraduate degree in related field or equivalent work experience. MBA desirable.
• Existing knowledge of the market preferred.
• Active member/participation in local community organizations.
• Highly desirable to have active networking contacts and Centers of Influence established in market.
• Desire to work in a specialty team with an interest in Healthcare, Education & NFP institutions.
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - IL - Chicago - 110 N Wacker Dr - Bank Of America Tower Chicago (IL4110), US - MN - Minneapolis - 80 S 8TH ST - IDS CENTER (MN1150), US - OH - Columbus - 8890 Lyra Dr - Polaris (OH4675)
Pay and benefits information
Pay range
$140,000.00 - $235,000.00 annualized salary, offers to be determined based on experience, education and skill set.
Discretionary incentive eligible
This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.
Benefits
This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
Sr Account Manager, Global Delivery Partnerships
Uber
About the role and team
Sales at Uber means navigating ambiguity, earning trust fast, and solving problems that don't come with a script. As a Senior Account Manager for Global Delivery Partnerships, you will lead the end-to-end management of one of Uber's largest and most complex global restaurant relationships. This is a high-stakes leadership role where you'll bridge digital logistics with real-world impact, shaping commercial strategies that define Uber as a preferred partner for global brands.
The pace here is intense and the environment is unmapped; you'll need to lead with clarity in motion, making hard calls under pressure with imperfect information. This role isn't just about managing a portfolio-it's about resilient problem-solving, navigating the messy reality of multi-channel business plans, and carrying the weight of decisions that matter at a global scale. If you are a high-performing leader energized by challenge and motivated by building trust in high-pressure environments, this is where you'll make your mark.
What you'll do
- Lead the end-to-end strategy and execution for a top-tier global enterprise account, navigating internal complexity and shifting priorities to exceed revenue and growth goals.
- Build and sustain strategic relationships with C-suite executives and key decision-makers, earning trust through reliability and deep subject-matter expertise.
- Develop and execute multi-channel business plans that align operational, marketing, and product levers to drive measurable impact on revenue and customer experience.
- Partner cross-functionally across Operations, Marketing, Legal, Finance, and Product to drive joint innovation and solve complex, real-world delivery challenges.
- Lead high-stakes commercial negotiations and strategic initiatives, balancing partner needs with Uber's platform goals to define sustainable, long-term success.
- Navigate difficult partner conversations and internal roadblocks, acting as the voice of the customer while driving team performance and morale.
Basic Qualifications
- 5+ years of experience in enterprise account management, partnerships, or business development.
- Proven track record of managing and influencing C-suite or VP-level partnerships in large, matrixed organizations.
- Strong analytical and commercial skills with a history of defining and executing complex commercial contracts.
- Experience leading cross-functional teams or pods to achieve high-impact business outcomes.
- Bachelor's degree or equivalent practical experience.
Preferred Qualifications
- 8+ years of full time experience
- Experience in food delivery, QSR (Quick Service Restaurant), or multi-unit retail industries.
- Deep understanding of Delivery-as-a-Service (1P) and marketplace (3P) models.
- Demonstrated success leading performance marketing initiatives and joint business planning.
- Expert proficiency in using data and insights to quantify commercial opportunities and influence decision-makers.
For Chicago, IL-based roles: The total on-target earnings (OTE) range for this position is USD $191,429 - USD $212,857. The OTE includes a base salary range of USD $134,000 per year - USD $149,000 per year and an annualized cash variable incentive target of USD $57,429 - USD $63,857.
For New York City, NY-based roles: The total on-target earnings (OTE) range for this position is USD $212,857 - USD $237,143. The OTE includes a base salary range of USD $149,000 per year - USD $166,000 per year and an annualized cash variable incentive target of USD $63,857 - USD $71,143.
For San Francisco, CA-based roles: The total on-target earnings (OTE) range for this position is USD $212,857 - USD $237,143. The OTE includes a base salary range of USD $149,000 per year - USD $166,000 per year and an annualized cash variable incentive target of USD $63,857 - USD $71,143.
The cash variable incentive target is based on individual sales performance and its payment is based on the terms of the Sales Incentive Plan.
An equity award and other forms of compensation may be included in the offer. You will also be eligible for various benefits.
Ready to Ride?
This isn't the kind of place where you follow a playbook - it's where you help write one. If you're driven by impact, energized by challenge, and ready to shape how the world moves - we'd love to hear from you.
You may be eligible for bonuses, equity, and other compensation, as well as a range of benefits. Explore our benefits.
Offices remain key to collaboration and Uber's culture. Unless approved for full remote work, employees must spend at least 50% of their time in-office. Some roles, like those at greenlight hubs, require full-time in-office presence. Ask your Recruiter for details about this role's requirements.
Uber is proud to be an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. We also consider qualified applicants regardless of criminal histories, consistent with legal requirements. If you have a disability or special need that requires accommodation, please let us know by completing this form.
U.S Immigration Manager
Uber
About the Role
The Uber Global Relocation & Immigration team is looking for a Manager to own the U.S. Immigration program from strategy through execution. In this role, you will define the strategic direction, governance framework, and long-term roadmap for Uber's U.S. immigration program, ensuring compliance, operational excellence, and alignment with Talent Acquisition and People & Places priorities.
The U.S. immigration program is a critical enabler of Uber's talent strategy, supporting the hiring, retention, and mobility of foreign national employees while ensuring compliance with evolving U.S. immigration regulations.
The U.S. Immigration Manager will report directly to the Head of Global Relocation & Immigration and sit on the GRI leadership team. You will partner closely with Talent Acquisition, People & Places, Legal, Finance, business leaders, immigration counsel, and external service providers to ensure Uber's immigration program effectively supports business objectives while delivering an exceptional stakeholder experience.
What the Candidate Will Do
- Own the strategy, governance, and execution of Uber's U.S. immigration program, ensuring compliance, operational excellence, and alignment with Talent Acquisition and People & Places priorities.
- Lead end-to-end U.S. immigration programs, including H-1B, H-1B1, E-3, TN, L-1, O-1, F-1 OPT/STEM OPT, E-2, PERM labor certification, I-140 petitions, Adjustment of Status, Consular Processing, and ongoing work authorization compliance requirements.
- Serve as the primary strategic partner to Talent Acquisition, Legal, HR, and business leaders on immigration solutions, workforce planning, talent retention, and organizational growth.
- Define and drive the U.S. immigration strategy, policies, governance frameworks, and program roadmap, identifying opportunities to improve scalability, compliance, stakeholder experience, efficiency, and business outcomes.
- Own immigration vendor governance, including strategic relationship management, performance accountability, compliance oversight, commercial stewardship, and executive business reviews.
- Own governance of U.S. immigration escalations, providing senior decision-making for high-risk, high-visibility, and complex immigration matters, while leveraging escalation trends and root cause insights to drive continuous program improvement.
- Monitor regulatory developments and emerging immigration trends, assessing business impact and proactively advising stakeholders on readiness and risk mitigation strategies.
- Define immigration program success metrics, compliance outcomes, vendor governance expectations, and strategic KPIs, using data and insights to drive continuous improvement and measurable business impact.
- Leverage technology, automation, AI, and analytics to drive strategic improvements, optimize program performance, and shape the future-state immigration technology roadmap in partnership with the GRI Experience Program Manager.
- Lead cross-functional initiatives that enhance immigration programs and deliver measurable business impact across the employee lifecycle.
- Prepare and deliver strategic recommendations, program insights, and performance updates to senior leadership.
- Own the U.S. immigration budget, including forecasting, financial planning, vendor spend management, and budget-to-actual reviews.
- Build and maintain strong partnerships with Talent Acquisition, People & Places, Legal, Finance, and business leaders, influencing decisions and positioning immigration as a strategic enabler of Uber's talent objectives.
- Lead, coach, and develop the U.S. Immigration Specialist (L4), providing strategic direction, prioritization, performance management, and career development.
Basic Qualifications
- 8+ years of U.S. business immigration experience, demonstrating deep expertise in employment-based immigration laws, regulations, and compliance requirements.
- 5+ program management experience, with the ability to lead complex initiatives from strategy through execution.
- 5+ years operating in complex, matrixed organizations, partnering with Senior level stakeholders to drive strategic initiatives.
Preferred Qualifications
- Strong strategic thinking and decision-making capabilities, with a track record of developing scalable programs and delivering measurable business impact.
- Experience managing external immigration vendors, including governance, performance management, commercial oversight, vendor selection, and contract management.
- Strong analytical skills, with experience leveraging data, technology, and automation to improve program effectiveness and stakeholder experience.
- Exceptional communication and stakeholder management skills, with the ability to influence decisions at all levels of the organization.
- Passion for delivering exceptional employee and stakeholder experiences.
For Chicago, IL-based roles: The base salary range for this role is USD $123,000 per year - USD $137,000 per year.
For New York City, NY-based roles: The base salary range for this role is USD $137,000 per year - USD $152,000 per year.
For San Francisco, CA-based roles: The base salary range for this role is USD $137,000 per year - USD $152,000 per year.
For Seattle, WA-based roles: The base salary range for this role is USD $123,000 per year - USD $137,000 per year.
For all US locations, you will be eligible to participate in Uber's bonus program, and may be offered an equity award & other types of comp. All full-time employees are eligible to participate in a 401(k) plan. You will also be eligible for various benefits.
Ready to Ride?
This isn't the kind of place where you follow a playbook - it's where you help write one. If you're driven by impact, energized by challenge, and ready to shape how the world moves - we'd love to hear from you.
You may be eligible for bonuses, equity, and other compensation, as well as a range of benefits. Explore our benefits.
Offices remain key to collaboration and Uber's culture. Unless approved for full remote work, employees must spend at least 50% of their time in-office. Some roles, like those at greenlight hubs, require full-time in-office presence. Ask your Recruiter for details about this role's requirements.
Uber is proud to be an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. We also consider qualified applicants regardless of criminal histories, consistent with legal requirements. If you have a disability or special need that requires accommodation, please let us know by completing this form.
Account Manager II, Eats Enterprise
Uber
About the Role
As an Account Manager you will act as the relationship orchestrator for our Regional Restaurant Partners, ensuring their ongoing success and identifying revenue growth opportunities. This role is 70% focused on upselling and cross-selling additional services and 30% on optimizing operational performance to ensure merchant success. Account Managers within the Regional segment act as trusted advisors, using data and insights to craft strong narratives that highlight Uber's value proposition, impact, and growth. By engaging stakeholders at all levels, you'll drive revenue expansion, implement upsell initiatives, and develop innovative strategies to strengthen and scale partnerships.
What You'll Do
- Own and manage relationships with key restaurant brands, serving as their main point of contact.
- Unlock revenue opportunities through strategic upselling and cross-selling
- Analyze performance metrics to identify growth opportunities and present data-driven recommendations to help partners optimize their performance.
- Create and execute strategic plans to achieve merchants goals
- Build strong relationships with mid-level and senior stakeholders both internally and externally.
- Proactively identify operational bottlenecks and work with internal teams to resolve them.
- Work cross-functionally with sales, marketing, customer success teams, and other cross functional areas to drive merchant growth and satisfaction.
Basic Qualifications
- A minimum of 3 years of full time experience
- Bachelor's degree in Economics, Finance, Business Administration, or a related field.
- Relevant experience in account management or strategic sales with Enterprise clients (preferably in a tech, SaaS, advertising or retail media company).
Preferred Qualifications
- Excellent communication and interpersonal skills, with the ability to effectively collaborate with internal and external stakeholders.
- Creative thinker with a passion for problem-solving and driving innovation.
- Ability to thrive in a fast-paced and constantly evolving environment, with a proactive and results-driven mindset.
- Proven track record of driving revenue growth and achieving targets .
- Organizational skills - you'll need to prioritize ongoing processes and projects simultaneously.
- Data-driven decision mentality and sound business judgment through strong analytical thinking. Ability to translate data into actionable recommendations and build high impact presentations and deliverables.
- Experience with CRM and analytics tools (e.g., Salesforce, Excel).
- Ability to travel 25% of the time
~~ ~~
For Chicago, IL-based roles: The total on-target earnings (OTE) range for this position is USD $145,714 - USD $161,429. The OTE includes a base salary range of USD $102,000 per year - USD $113,000 per year and an annualized cash variable incentive target of USD $43,714 - USD $48,429.
For Dallas, TX-based roles: The total on-target earnings (OTE) range for this position is USD $145,714 - USD $161,429. The OTE includes a base salary range of USD $102,000 per year - USD $113,000 per year and an annualized cash variable incentive target of USD $43,714 - USD $48,429.
For San Francisco, CA-based roles: The total on-target earnings (OTE) range for this position is USD $161,429 - USD $180,000. The OTE includes a base salary range of USD $113,000 per year - USD $126,000 per year and an annualized cash variable incentive target of USD $48,429 - USD $54,000.
The cash variable incentive target is based on individual sales performance and its payment is based on the terms of the Sales Incentive Plan.
An equity award and other forms of compensation may be included in the offer. You will also be eligible for various benefits.
Ready to Ride?
This isn't the kind of place where you follow a playbook - it's where you help write one. If you're driven by impact, energized by challenge, and ready to shape how the world moves - we'd love to hear from you.
You may be eligible for bonuses, equity, and other compensation, as well as a range of benefits. Explore our benefits.
Offices remain key to collaboration and Uber's culture. Unless approved for full remote work, employees must spend at least 50% of their time in-office. Some roles, like those at greenlight hubs, require full-time in-office presence. Ask your Recruiter for details about this role's requirements.
Uber is proud to be an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. We also consider qualified applicants regardless of criminal histories, consistent with legal requirements. If you have a disability or special need that requires accommodation, please let us know by completing this form.
Business Delivery Manager
Salesforce
To get the best candidate experience, please consider applying for a maximum of 3 roles within 12 months to ensure you are not duplicating efforts.
Job Category
Program & Project Management
Job Details
About Salesforce
Salesforce is the #1 AI CRM, where humans with agents drive customer success together. Here, ambition meets action. Tech meets trust. And innovation isn't a buzzword - it's a way of life. The world of work as we know it is changing and we're looking for Trailblazers who are passionate about bettering business and the world through AI, driving innovation, and keeping Salesforce's core values at the heart of it all.
Ready to level-up your career at the company leading workforce transformation in the agentic era? You're in the right place! Agentforce is the future of AI, and you are the future of Salesforce.
We're Salesforce, the Customer Company, inspiring the future of business with AI + Data + CRM. Guided by our core values, we help companies across every industry blaze new trails and connect with customers in entirely new ways.
Our Prospect-to-Cash (P2C) organization is seeking a Business Delivery Manager to help orchestrate and deliver some of Salesforce's most complex and transformative business initiatives.
The Business Delivery organization sits at the intersection of strategy, business operations, technology, process transformation, M&A integration, readiness, and execution. We partner across P2C and the broader enterprise to turn strategic priorities into executable plans, connect interdependent work across teams, surface decisions and risks, and ensure the business is prepared to successfully adopt and sustain change. Unlike a traditional project management role focused primarily on managing schedules and deliverables, the Business Delivery Manager is accountable for creating the conditions for successful business outcomes. This includes establishing delivery models, driving cross-functional alignment, orchestrating dependencies, clarifying decision rights, identifying and mitigating business risk, and connecting solution delivery with business validation, readiness, activation, and post-launch stabilization.
This role will support initiatives spanning lead management, opportunity and quote management, pricing and product operations, sales operations, incentive compensation, partner operations, mergers and acquisitions, and the processes, data, AI, and technology capabilities that enable Salesforce's global selling organization.
The Business Delivery Manager will partner closely with business leaders, technical program managers, product and engineering teams, business subject matter experts, M&A and integration partners, change and activation teams, and other enterprise functions to drive transformation from strategy through realization.
Responsibilities
- Orchestrate end-to-end business delivery for complex, cross-functional P2C initiatives, translating strategic priorities into clear outcomes, milestones, ownership, dependencies, decision points, and execution plans.
- Establish and maintain the integrated delivery view across business, product, technology, process, data, readiness, validation, activation, and integration workstreams.
- Drive clarity around scope, business outcomes, decision rights, accountabilities, dependencies, assumptions, and critical path, ensuring teams understand both what must be delivered and why it matters.
- Facilitate cross-functional forums designed to accelerate decisions, resolve tradeoffs, remove blockers, and manage business risk, rather than simply report program status.
- Proactively identify delivery risks, organizational constraints, capacity concerns, dependency conflicts, and readiness gaps; bring forward actionable recommendations and escalation paths.
- Partner with business and technical leaders to establish appropriate delivery governance and operating rhythms based on the complexity, risk, and strategic importance of the initiative.
- Connect delivery execution with business validation, UAT, change readiness, enablement, communications, and adoption, helping ensure solutions are operationally ready and usable when they launch.
- Support business leaders in defining success measures and business-value outcomes, creating visibility from projected value through launch, stabilization, adoption, and realized impact.
- Drive effective transition from program delivery into launch, hypercare, stabilization, and business-as-usual ownership, ensuring risks, backlog items, ownership, and ongoing operating mechanisms are clearly established.
M&A and Business Integration
- Support merger and acquisition integration efforts that impact P2C processes, systems, teams, policies, data, and seller experiences.
- Translate acquisition strategy and integration priorities into an actionable business integration roadmap, including key milestones, interdependencies, decision points, risks, and readiness requirements.
- Partner with M&A, Corporate Development, Finance, Legal, Technology, Product, Operations, and business stakeholders to identify integration impacts and requirements across the Prospect-to-Cash lifecycle.
- Drive cross-functional planning for critical integration milestones, including pre-close planning where appropriate, Day 1 readiness, interim operating models, systems/process integration, cutover, and longer-term transformation.
- Identify dependencies and potential business disruption across areas such as account and opportunity management, quoting, pricing, contracting, compensation, partner operations, reporting, data, and downstream financial processes.
- Establish clear ownership and governance for integration decisions, risks, and unresolved dependencies, ensuring critical issues are escalated to the appropriate leaders at the right time.
- Partner with change and activation teams to assess organizational and stakeholder impacts, develop readiness strategies, and support acquired teams and existing Salesforce teams through process and operating-model changes.
- Help define and monitor integration success measures, including operational readiness, adoption, stabilization, risk reduction, and achievement of intended business outcomes.
- Capture lessons learned from acquisitions and integrations to strengthen reusable M&A delivery playbooks, standards, governance, and integration practices across P2C.
Business Delivery Excellence
- Build trusted partnerships across P2C, Technology, Product, Corporate Strategy, Sales, Finance, M&A, and other enterprise organizations to align teams with differing priorities, methodologies, and perspectives around a common path forward.
- Analyze complex delivery challenges, identify root causes and systemic issues, and develop recommendations that improve execution across both individual initiatives and the broader P2C portfolio.
- Use portfolio insights, delivery patterns, and lessons learned to strengthen standards, reusable practices, governance, and ways of working across the Business Delivery organization.
- Apply AI and automation to improve delivery effectiveness, including synthesis of program information, risk identification, dependency analysis, executive reporting, knowledge management, and decision support.
- Bring curiosity, innovation, and a continuous-improvement mindset to help shape how P2C delivers transformation at enterprise scale.
Qualifications
- 5+ years of experience leading complex business transformation, program delivery, business operations, strategic initiatives, M&A integration, or cross-functional technology-enabled change.
- Demonstrated experience orchestrating initiatives involving multiple business functions, technology teams, executive stakeholders, and organizational dependencies.
- Experience supporting mergers, acquisitions, integrations, divestitures, or similarly complex enterprise transformations is preferred.
- Strong understanding of Prospect-to-Cash / Lead-to-Cash processes, preferably through direct operational experience or experience transforming sales, quoting, pricing, compensation, partner, or related processes and technologies.
- Ability to translate ambiguous strategic priorities into structured execution models, clear accountabilities, actionable plans, and measurable outcomes.
- Strong business judgment with the ability to identify the decisions, risks, dependencies, and tradeoffs that matter most to successful delivery.
- Demonstrated ability to influence without authority and create alignment across teams with different priorities, operating models, and methodologies.
- Ability to synthesize complex information and communicate clearly with audiences ranging from working teams to senior executives.
- Experience facilitating executive and cross-functional discussions that result in decisions, accountability, and forward progress.
- Strong problem-solving capability, including root-cause analysis, scenario development, recommendation building, and structured decision support.
- Ability to operate effectively in ambiguity, manage competing priorities, and adjust delivery approaches as business conditions evolve.
- Strong ownership mindset with demonstrated accountability for outcomes, not simply completion of assigned activities.
- Experience with change management, business readiness, UAT/business validation, product delivery, operational transformation, or integration management is strongly preferred.
- Experience with Salesforce products and platform capabilities is a plus.
- Experience with modern work-management, portfolio-management, or collaboration tools is a plus.
- PMP, Agile, Lean, change management, M&A integration, or similar certifications may be beneficial but are not required.
Unleash Your Potential
When you join Salesforce, you'll be limitless in all areas of your life. Our benefits and resources support you to find balance and be your best, and our AI agents accelerate your impact so you can do your best. Together, we'll bring the power of Agentforce to organizations of all sizes and deliver amazing experiences that customers love. Apply today to not only shape the future - but to redefine what's possible - for yourself, for AI, and the world.
Accommodations
If you need a reasonable accommodation during the application or the recruiting process, please submit a request via this Accommodations Request Form.
Please note that Salesforce uses artificial intelligence (AI) tools to help our recruiters assess and evaluate candidates' resumes and qualifications throughout the recruiting process. Humans will always make any candidate selection and hiring decisions. Please see our Candidate Privacy Statement for more information about how we use your personal data and your rights, including with regard to use of AI tools and opt out options.
Posting Statement
Salesforce is an equal opportunity employer and maintains a policy of non-discrimination with all employees and applicants for employment. What does that mean exactly? It means that at Salesforce, we believe in equality for all. And we believe we can lead the path to equality in part by creating a workplace that's inclusive, and free from discrimination. Know your rights: workplace discrimination is illegal. Any employee or potential employee will be assessed on the basis of merit, competence and qualifications - without regard to race, religion, color, national origin, sex, sexual orientation, gender expression or identity, transgender status, age, disability, veteran or marital status, political viewpoint, or other classifications protected by law. This policy applies to current and prospective employees, no matter where they are in their Salesforce employment journey. It also applies to recruiting, hiring, job assignment, compensation, promotion, benefits, training, assessment of job performance, discipline, termination, and everything in between. Recruiting, hiring, and promotion decisions at Salesforce are fair and based on merit. The same goes for compensation, benefits, promotions, transfers, reduction in workforce, recall, training, and education.
In the United States, compensation offered will be determined by factors such as location, job level, job-related knowledge, skills, and experience. Certain roles may be eligible for incentive compensation, equity, and benefits. Salesforce offers a variety of benefits to help you live well including: time off programs, medical, dental, vision, mental health support, paid parental leave, life and disability insurance, 401(k), and an employee stock purchasing program. More details about company benefits can be found at the following link: https://www.salesforcebenefits.com.
At Salesforce, we believe in equitable compensation practices that reflect the dynamic nature of labor markets across various regions. The typical base salary range for this position is $117,400 - $177,600 annually. The range represents base salary only, and does not include company bonus, incentive for sales roles, equity or benefits, as applicable.
Wealth Strategist II
PNC
Position Overview
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Wealth Strategist II within PNC's Private Bank organization, you will be based in Philadelphia, PA, Wayne, PA, Blue Bell, PA, Wilmington, DE, or Cherry Hill, NJ
PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals.
PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.
Job Description
- Develops, consults on and implements tax, estate and financial plans for clients. Collaborates with other more-senior planning resources on matters of complexity and specific subject matters. Partners in the acquisition of new clients. Retains, expands and deepens existing relationships.
- Conducts and reviews research, as appropriate, and develops tax, estate and financial analyses and plans. Makes generally accepted recommendations to team and may make recommendations to clients. May provide direction to associates.
- Retains and grows assets under management by working with clients, prospective clients, and Centers of Influence and providing advice and implementation.
- Identifies solutions and PNC services as sales opportunities to enhance existing client relationships.
- Develops new client relationships through networking, prospecting and referrals.
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
- Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
- Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
Qualifications
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
Preferred Skills
Capital Management, Client Prospecting, Client Relationship Building, Competitive Advantages, Decision Making, Financial Operations, Investment Banking, Revenue Recognition
Competencies
Business Acumen, Client Relationship Management, Decision Making and Critical Thinking, Effective Communications, Investments, Networking, Problem Solving, Products and Services, Value Selling
Work Experience
Roles at this level typically require a university / college degree, with 3+ years of relevant / direct industry experience. Certifications are often desired. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
Education
JD
Certifications
No Required Certification(s)
Licenses
No Required License(s)
Language Assessments
No Required or Preferred Language Assessments
Pay Transparency
Base Salary: $75,000.00 - $150,000.00
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 08/24/2026, although it may be longer with business discretion.
Benefits
PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.
In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
To learn more about these and other programs, including benefits for full time and part-time employees, visit pncthrive.com.
Disability Accommodations Statement
If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call 877-968-7762 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.
Relationship Manager - Global Payment Solutions - Payment Clients, Vendors, Networks, Partners
Bank of America
Job Description:
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates' physical, emotional, and financial wellness through affordable, competitive and flexible benefits.
We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
Drives development of GPS Innovation strategic direction and execution of related initiatives, particularly with respect to Consumer, Retail, Private Banking and Wealth Management. Acts as an objective advisor to senior leaders across the payments space. Leads sourcing and progression of concepts through the innovation funnel articulating client pain points, potential solutions, applicable frameworks, business economics, etc. Partners with SMEs across the organization to flesh out concepts and next steps. Develops requirements for test and learn, success metrics and criteria for proofs of concepts. Takes learnings to design a phased commercialization approach partnering with product to deliver on concept vision.
Responsibilities:
- Serves as a lead primary Relationship Manager for a portfolio of large corporate clients, partnering with treasury, payments and service teams to deliver exceptional client experience
- Monitors payment performance, identifying trends and risks across multiple data sources and translating insight into actions that improve client outcomes, operational efficiency and revenue retention
- Leads regular client reviews, addresses complex payment issues, coordinates cross-functional resolution efforts providing proactive recommendations on payment capabilities, process optimization and performance improvement.
- Builds trusted executive level relationships, analyzing payment volumes and service metrics, preparing client-facing performance reporting, tracking service commitments, escalating and resolving issues, supporting onboarding and change initiatives and identifying opportunities to deepen client engagement through consultative problem solving and data driven insights
- Maintains visibility into Payments industry trends and developments
Managerial Responsibilities:
This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above.
- Opportunity & Inclusion Champion: Models an inclusive environment for employees and clients, aligned to company Great Place to Work goals.
- Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement.
- Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions.
- Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues.
- People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance.
- Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions.
- Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization.
- Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work.
Qualifications:
- 5-10 yrs of relevant business experience and comfort with basic financial modeling (i.e. corporate finance, corporate strategy, consulting)
- Proven experience managing relationships with clients for payment products, programs and services
- Ability to interpret payment performance data, service metrics, and operational trends from multiple systems and reporting sources
- Experience analyzing fraud and chargeback performance, identifying trends and partnering with client and internal teams to improve outcomes
- Advanced analytical and problem-solving skills and the ability to identify root causes and recommend practical solutions
- Proficiency in Microsoft Office (comfort with Excel and PowerPoint are required)
- Excellent verbal and written communication skills including the ability to present insights and recommendations to senior client stakeholders
- Demonstrated ability to coordinate across product, operations, technology and service teams to resolve issues and drive results
- Strong organizational skills with the ability to manage multiple priorities, deadlines and client commitments in a fast-paced environment
Desired Qualifications:
- Experience with treasury management, commercial payments, merchant services or receivables/payables solutions
- Proficiency with reporting and analytics tools such as Excel, Tableau or similar programs
- Experience developing client performance dashboards, executive business reviews and actionable management reporting
- Strong commercial mindset with the ability to identify cross-sell opportunities and support client growth strategies
- Knowledge of payment operations, implementation processes and service-level performance management
- Bachelor's degree in business, finance, economics, analytics or a related field
Skills:
- Business Acumen
- Critical Thinking
- Customer and Client Focus
- Result Orientation
- Analytical Thinking
- Collaboration
- Oral Communications
- Stakeholder Management
- Adaptability
- Innovative Thinking
- Planning
- Prioritization
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
For internal employees; participation in a work from home posture does not make you ineligible to post.
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - IL - Chicago - 110 N Wacker Dr - Bank Of America Tower Chicago (IL4110)
Pay and benefits information
Pay range
$117,500.00 - $185,000.00 annualized salary, offers to be determined based on experience, education and skill set.
Discretionary incentive eligible
This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.
Benefits
This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.