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6 дней назад

Premier Client Banker - PNC Wealth Management (Fintech)

63 750 - 106 250$
Формат работы
onsite
Тип работы
fulltime
Грейд
middle
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
Premier Client Banker - PNC Wealth Management (Fintech): Developing and executing client acquisition, retention, and financial wellness strategies for mass affluent households with an accent on consultative selling, relationship management, and revenue growth. Focus on coordinating banking and investment partners, converting sales opportunities, managing portfolio risk, and delivering tailored client solutions.

Location: Hilliard, Ohio, United States; in-office position

Base salary: $63,750–$106,250 per year, plus incentive eligibility.

Company

hirify.global is a banking and wealth management organization focused on delivering customer-focused financial products and services.

What you will do

  • Develop and execute strategies to acquire, engage, and retain mass affluent clients.
  • Generate and manage leads, client appointments, and sales opportunities.
  • Build internal partnerships and coordinate ecosystem experts to deliver tailored client solutions.
  • Manage client portfolios, profitability, risk, onboarding, servicing, and relationship administration.
  • Deliver mass affluent advice and planning through collaboration with a hirify.global Financial Advisor.
  • Provide proactive service and financial wellness guidance while strengthening client advocacy.

Requirements

  • Bachelor’s degree required, or a comparable combination of education, certification, and experience.
  • 3+ years of relevant or direct industry experience.
  • Knowledge of banking products, relationship management, customer retention, selling, and customer experience management.
  • Strong communication, collaboration, decision-making, critical-thinking, and prioritization skills.
  • Must work in the Hilliard, Ohio office.
  • hirify.global does not provide employment visa sponsorship or participate in STEM OPT for this position.

Nice to have

  • FINRA Series 7 and 66, or Series 63 and 65.
  • Life and Health Insurance licensing.

Culture & Benefits

  • Inclusive, supportive, and accessible workplace culture.
  • Medical, prescription, dental, vision, life, and disability coverage options.
  • 401(k) matching, pension, stock purchase plans, and dependent care support.
  • Educational assistance, wellness programs, and financial incentives.
  • Paid holidays, vacation days, parental leave, and occasional absence days.

Hiring process

  • Candidates considered for the position may undergo additional background checks required by financial protection and regulatory requirements.

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