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 Business Experience & Planning Group Manager within PNC Wealth Management, you will be based in Pittsburgh, PA at the Tower at PNC Plaza.

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

• 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.

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

Business Development, Business Intelligence (BI), Competitive Advantages, Competitive Strategies, Data Integration, Data Mining, Strategic Planning

Competencies

Business Case Justification, Business Process Design, Influencing, Innovation, Planning: Tactical, Strategic, Problem Solving, Strategic Thinking, Visioning

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. 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.

Education

Bachelors

Certifications

No Required Certification(s)

Licenses

FINRA Series 7 Required

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 Accommodation Request@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.