Senior Relationship Strategist - PNC Private Bank

Location: Philadelphia, Pennsylvania, United States; in-office position.

Company

hirify.global is a financial services company with a Private Bank organization serving clients through relationship management and banking solutions.

What you will do

• Lead client management activities and develop and execute relationship management plans to acquire and retain clients.
• Manage and grow a book of business through client expansion, new client acquisition, and external business development.
• Coordinate with internal teams to assess client needs, deliver responsive service, and make appropriate partner introductions.
• Manage client and business risks, escalate concerns with risk partners, and ensure service delivery aligns with fees charged.
• Maintain accurate relationship management administration, including pre-call planning, post-call debriefs, and relationship reviews.
• Hold teams accountable for deliverables and train, coach, or mentor other team members; participate in special projects.

Requirements

• Bachelor’s degree; a comparable combination of education, job-specific certifications, and experience, including military service, may be considered in lieu of a degree.
• Typically 8+ years of industry-relevant experience.
• Knowledge of book of business management, client relationship building, customer engagement, decision-making, financial analysis, and identifying sales opportunities.
• Competence in client relationship management, communicating for impact, critical thinking, influencing, managing multiple priorities, products and services, understanding customer needs, and value selling.
• No required certifications or licenses.
• No required or preferred language assessments.

Culture & Benefits

• In-office work environment in Philadelphia with an emphasis on supportive and inclusive workplace culture.
• Eligible full-time employees may receive medical, prescription, dental, vision, life, disability, and health savings account benefits.
• Benefits may include 401(k) matching, pension, stock purchase plans, dependent care support, backup care, adoption, surrogacy, and doula reimbursement.
• Educational assistance, wellness programs with financial incentives, paid parental leave, up to 11 paid holidays, occasional absence days, and 15–25 vacation days may be available depending on eligibility and career level.