As an Ultra High Net Worth Senior Relationship Manager, you are a member of PNC's Hawthorn organization.  Hawthorn is ranked among the top ten multi-family office organizations by the Family Wealth Alliance.  You will address the high-ranging financial needs of the ultra high net worth client, including private banking, investment management and consulting, capital markets solutions, financial, tax and estate planning; fiduciary services; private foundations; and administration and reporting needs.

Your responsibilities will include participating in the development of new client relationships, managing complex accounts and clients with challenging and complicated estate planning needs and providing an exceptional client experience while adhering to required risk management/compliance policies and procedures. The accounts might include multi-generational trusts among multi-family lines, complex gifting situations, unusual family dynamics, litigation concerns and special assets. The estate planning needs might include multi-family and generational planning, dynasty trusts, disclaimers and complex wealth replacement strategies.  In your role, you will act relatively independently on client and group projects drawing upon your innovative problem solving skills, knowledge of estate and trust administration to build client and team rapport and manage expectations and outcomes. 

PNC's commitment to leadership in the ultra high net worth market means you will always be at the leading edge of technology and ethical business practice. All the while, you'll enjoy professional development opportunities, access to senior PNC professionals, and visibility with the senior management team.
The successful candidate will have the following qualifications:

• Bachelor’s degree required, with JD and/or other Wealth Management related professional designations beneficial.

• Ten or more years of experience in relationship management of ultra high net worth clients.

• Must have excellent interpersonal communication, writing, and group presentation skills.

• Ability to establish and build effective network and external referral sources.

• Solid working knowledge of client contact and relationship management systems and technology.

• Demonstrated ability to participate and seek involvement in local community, business, non-profit and civic organizations.