6 Chief Financial Officer jobs in Cleveland

Location: Anywhere in country.
At EY, we're all in to shape your future with confidence.
We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.
EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry - the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing, and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team!
**The opportunity**
EY's FSO tax practice provides comprehensive and specialized tax assistance tailored to the unique needs of the asset management industry. You would join our tax professionals who are knowledgeable and experienced with varied and specialized facets of hedge fund, private equity fund and mutual fund taxation, including fund and organizational structuring, tax minimization planning, on-call advice, and tax compliance.
**Your key responsibilities**
As a manager in our Wealth & Asset Management practice, you will be responsible for managing and coordinating tax compliance and advisory work for clients. You would work on key client issues in domestic federal, international and state and local taxation with a focus on implementing tax strategies that align with the client's business objectives. You will manage tax compliance accounts for hedge funds and or private equity funds. You will review extensive securities analysis, make appropriate tax adjustments, and provide sign-off for the production and delivery of K-1's and partnership tax returns. You will be responsible for reviewing partnership agreements and private placement memorandums for tax implications of items such as book and tax allocations, stuffing provisions, management and incentive fees as well as run the day to day activities on the accounts that are spread across various locations.
**Skills and attributes for success**
+ Solid technical knowledge - you will have to review partnership book/tax allocations including aspect such as incentive fee re-allocation, side pocket, transfer partnership interest, fill up/down
+ The ability to teach or assist in firm in - house trainings
+ Ability to analyze trading reports for tax character and book tax differences, such as wash sales, constructive sales, straddles, and other securities issues.
+ Build impactful relationships with new and existing clients and maintain relationship with firm leadership
+ Create a positive and trusting environment where team members know each other and feel a part of their team
+ Able to identify key tax technical issues and raise the appropriate questions before the work is sent for review to the partner or senior manager - and consult when necessary
**To qualify for the role you must have**
+ A Bachelor's degree and a minimum of 5 years of related work experience; or an advanced degree in tax or law and a minimum of 4 years of related work experience
+ CPA license or a licensed Attorney is required or the ability to achieve either within a one year from hire date
+ A minimum of 5 years of relevant tax experience or equivalent experience in the financial services industry
+ Familiarity with the financial services industry gained through direct involvement with managed investment vehicles
+ Broad exposure to federal income taxation and exposure to state and local tax
+ Ideally, you'll also have
+ Excellent managerial, leadership, organizational, and verbal/written communication skills
+ Demonstrated skills in mentoring and training others
**What we look for**
Hard working team player who is comfortable partnering with others as well as working independently. Detailed oriented performer who can multi-task and meet deadlines. Open mindedness and creative solutions to the job every day.
**What we offer you**
At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more .
+ We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $115,000 to $10,800. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is 138,000 to 239,600. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
+ Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year.
+ Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
**Are you ready to shape your future with confidence? Apply today.**
EY accepts applications for this position on an on-going basis.
For those living in California, please click here for additional information.
EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.
**EY | Building a better working world**
EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.
Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.
EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.
EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law. 
EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at .

Location: Anywhere in Country
At EY, we're all in to shape your future with confidence.
We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.
EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry - the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team!
Our Financial Services EY EDGE practice is made up of a team of professionals providing dedicated tax technical services to both US and global clients. EDGE stands for Exceptional Delivery and Growth Engine because this team operates in a technical environment with deep process and service delivery experience that distinguishes EY in the marketplace.
**The Opportunity**
When you join EY EDGE, you'll be at the heart of EY's critical mission to build a better working world by applying your knowledge, skills, and experience in assisting clients in meeting their business objectives. You will learn, grow, and contribute - building new relationships and discovering the satisfaction that comes with producing high-quality, valued work and advice.
**Your Key Responsibilities**
You will work independently to recognize and identify problem areas and items that need to be addressed or escalated to ensure tax returns, tax research, tax accounting and tax projects are timely and accurately completed. You will oversee tax processes by coordinating day-to-day interactions with the team, reviewing engagement work product, driving delivery of services to meet deadlines for client deliverables, developing internal team members, and managing the functional efforts of such tax processes. Tax Projects including but not limited to implementation of new tax laws complex analysis of tax methods of accounting as well as tax calculations for compliance purposes. Responsible for identifying complex tax related issues and providing recommended solutions via research and/or position development. Lead the preparation and review of complex tax/accounting regulatory and tax compliance with limited supervision. Perform research and analysis on related accounting and tax issues. Keep knowledge up to date of new tax and accounting developments as well as of EY standard technologies and processes related to job function as a trusted advisor and role model for our people across multiple teams, research tax law issues, provide advice and assistance managing risks across tax compliance and/or advisory services.
**Responsibilities include:**
+ Prepare complex financial closings, tax compliance filings and other business analysis
+ Compile and evaluate moderately complex data, computations, documentation and various tax and accounting technologies
+ Manage client relationship by ensuring data quality, evaluate team performance, resolve issues, and provide suggestions on implementation plans
+ Manage engagements and teams to drive Service Quality across all aspects of delivery. Understand opportunity risk in relation to our Scope of Services
+ Support the acquisition of new clients through participation in business pursuit calls and presentations
+ Develop, document, and gain cross functional alignment on processes to support clients and internal teams
+ Demonstrate deep technical excellence in specific offerings and broaden technical skills across capabilities.
+ Maintain internal network by providing technical assistance to others within EY in area of expertise
+ Provide effective leadership, feedback, and coaching to team members
+ Mentor/coach team members to develop technical and leadership capabilities
**Skills and Attributes for Success**
+ The ability to solve complex problems and interpret internal or external business issues and recommend solutions
+ Leadership (advising and providing direction) to others in financial areas of specialization and may coordinate daily work activities or review the work of other teammates
+ Ability to lead projects. Employee works independently, with guidance in only the most complex situations.
+ Incumbent has specialized depth and/or breadth of expertise
+ Primary point of contact for day-to-day client relations for assigned engagements and demonstrate professional discretion by appropriately escalating complex tax and client relationship matters to senior management and subject-matter professionals, coordinating efforts, and managing expectations with regard to timing of response and resolution
+ Manage internal and external client relationships and professional network to support client retention and new business development
+ Manage communications with client tax liaisons, client trust administration teams and client trust officers to gather required information, to share information to support informed decision-making, and obtain instruction or authorization necessary for timely, accurate production of tax information statements, tax returns and related reporting
+ Build effective long-term relationships and manage workflow effectively with our clients, and understand their unique needs to provide tailored services
+ Manage engagement deliverables and team resources to achieve timely and accurate delivery of tax compliance services while effectively managing engagement economics
**To qualify for the role you must have:**
+ Bachelor's degree in Accounting, Finance, Business Administration, Tax, Law, or Economics
+ CPA, EA, or licensed attorney
+ Minimum of 5 years of experience in a professional services or tax services organization
+ Strong attention to detail
+ Good written & verbal communication skills
+ Proven conceptual and analytical ability
+ Proficient using Microsoft products such as Excel, Word, and Power Point
+ Experience with financial and tax applications such as Gosystems, Onesource TP, Corp Tax, as required by area of specialism
+ Proficient in the use of various tax and accounting technologies
+ Possess and apply a comprehensive knowledge of accounting and finance principles, practices, and procedures to complete moderately complex assignments
**Ideally, you'll also have:**
+ Strong analytical skills and attention to detail
+ The ability to adapt your work style to work with both internal and client team members
**What we look for**
We're interested in tax professionals with a genuine interest in providing outstanding services to some of the world's most influential people. Working with people from all backgrounds, from executives and entrepreneurs to investors and families, you'll use your experience and status as a trusted advisor to maintain and further our reputation for excellence.
**What we offer you**
At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more .
+ We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $90,300 to $65,400. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is 108,500 to 188,100. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
+ Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year.
+ Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
**Are you ready to shape your future with confidence? Apply today.**
EY accepts applications for this position on an on-going basis.
For those living in California, please click here for additional information.
EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.
**EY | Building a better working world**
EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.
Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.
EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.
EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law. 
EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at .

Location: Anywhere in country.
At EY, we're all in to shape your future with confidence.
We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.
EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry - the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management and Insurance. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing, and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team!
Our Financial Services EY EDGE practice is made up of a team of professionals providing dedicated tax technical services to both US and global clients. EDGE stands for Exceptional Delivery and Growth Engine because this team operates in a technical environment with deep process and service delivery experience that distinguishes EY in the marketplace.
**The opportunity**
EY's FSO EDGE Wealth and Asset Management (WAM) practice provides comprehensive and specialized tax assistance tailored to the unique needs of the asset management industry. You will work alongside our practice office professionals who are knowledgeable and experienced with varied and specialized facets of hedge fund, private equity fund and mutual fund taxation, including fund and organizational structuring, tax minimization planning, on-call advice, and tax compliance.
**Your key responsibilities**
A Services Manager in FSO EDGE WAM will be responsible for delivering and managing tax compliance and consulting work for clients. The objective is to recognize and identify problem areas and items that need to be addressed or escalated to ensure tax returns, tax research, tax accounting, and tax projects are timely and accurately completed. You will work alongside practice office professional serving clients, based on their time demands, as one team.
**Responsibilities include**
+ Consult with clients and demonstrate professional discretion by appropriately escalating complex tax and client relationship matters to senior management and subject-matter professionals, coordinating efforts, and managing expectations about timing of response and resolution
+ Deliver and manage compliance and consulting delivery services to meet deadlines for client deliverables
+ Ability to lead projects and work independently, with guidance in only the most complex situations
+ Incumbent has specialized depth and/or breadth of expertise
+ Manage communications with client tax liaisons, client trust administration teams and client trust officers to gather required information, to share information to support informed decision-making, and obtain instruction or authorization necessary for timely, accurate production of tax information statements, tax returns and related reporting
+ Support effective long-term relationships and manage workflow effectively with our clients
+ Manage engagement deliverables and team resources to achieve timely and accurate delivery of tax compliance services while effectively managing engagement economics
+ Advise and provide direction on complex tax matters, set expectations, coordinate daily work activities, and assign tasks to staff and seniors.
+ Review and evaluate the work of staff members to ensure accuracy, completeness, and compliance with relevant tax laws and regulations
+ Provide effective leadership, formal and informal feedback, and coaching to team members
**Skills and attributes for success**
+ Ability to recognize and identify problem areas that need to be addressed or escalated to ensure tax returns, tax research, tax accounting and other tax projects are timely and accurately completed
+ Experience presenting in client conversations regarding complex or difficult topics
+ Ability to break down complex tax projects into manageable components, analyze relevant information, and formulate client-centric solutions that comply with relevant laws and regulations
+ Ability to manage multiple work assignments, team members and deadlines simultaneously
**To qualify for the role you must have**
+ Bachelor's degree in Accounting, Finance, Business Administration, Tax, Law, or Economics
+ Minimum of 5 years of experience in a professional services or tax services organization in the financial services industry
+ Broad exposure to federal income taxation and exposure to state and local tax
+ Proficient in the use of various tax and accounting technologies
+ Excellent teaming, leadership, organizational, and verbal/written communication skills
+ Certified Public Accountant (CPA), Enrolled Agent (EA) or licensed attorney
**What we look for**
We're interested in tax professionals with a genuine interest in providing outstanding services to some of the world's most influential people. Working with people from all backgrounds, from executives and entrepreneurs to investors and families, you'll use your experience and status as a trusted advisor to maintain and further our reputation for excellence.
**What we offer you**
At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more .
+ We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $103,600 to $89,700. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is 124,200 to 215,600. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
+ Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year.
+ Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
**Are you ready to shape your future with confidence? Apply today.**
EY accepts applications for this position on an on-going basis.
For those living in California, please click here for additional information.
EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.
**EY | Building a better working world**
EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.
Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.
EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.
EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law. 
EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at .

**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 Product Manager Lead within PNC's Technology organization, you can be based in Pittsburgh PA, Strongsville OH, Phoenix AZ or Dallas TX. This position is primarily based in a location within PNC's footprint.
As a Product Manager Lead (Cloud Financial Management) you will collaborate with various teams to analyze to understand cloud usage patterns and identify areas for cost efficiency, cloud costs, identify optimization opportunities, determine variance cause and provide transparency into results. This role combines expertise in cloud services, financial management, and operational efficiency to ensure that cloud spending is optimized, cost-effective, and aligned with business objectives.
Responsibilities:
- Oversee the overall Cloud FinOps strategy for cloud resources, ensuring that the organization optimizes cloud spending.
- Continuously monitor cloud spending trends and provide recommendations on cost reduction opportunities.
- Manage cloud billing, including tracking usage patterns, analyzing cost reports, and ensuring accurate billing reconciliation.
- Develop and maintain financial forecasting models for cloud costs, helping the organization predict future cloud expenses based on current usage patterns and anticipated growth.
- Provide visibility into cloud expenses across business units and departments, ensuring that costs are allocated correctly (e.g., showback or chargeback models)
- Implement cost allocation strategies (e.g., using tags, cost centers, or business units) to assign cloud expenses to the appropriate teams or departments.
- Ensure transparency in cloud usage by providing accurate and timely financial reports to key stakeholders, including executives, finance teams, and department leads.
- Set up cloud financial dashboards that provide real-time visibility into costs, resource usage, and trends.
- Develop financial reports and dashboards that track cloud spending.
- Monitor key performance indicators (KPIs) for cloud financial management, such as cloud cost trends, cost savings from optimization efforts, and cloud spending vs. budget.
- Implement automation tools for tracking and reporting cloud usage and costs, helping streamline financial processes.
- Use Cloud FinOps principles and tools (e.g., Apptio) to automate the financial management of cloud resources and provide real-time cost analysis.
- Set up automated alerts for unexpected cost spikes, ensuring prompt action to prevent budget overruns.
- Collaborate with technical teams (cloud architects, engineers, and operations) to understand cloud usage patterns, requirements, and growth projections.
- Establish governance frameworks to ensure that cloud financial practices comply with internal financial policies, as well as external regulatory requirements.
Skills/Experience:
- In-depth knowledge of cloud providers (AWS, Azure, & Google Cloud) and their pricing models, services, and billing structures.
- Strong understanding of financial modeling, cost allocation, forecasting, and budgeting, with experience managing cloud budgets and optimizing spending.
- Experience in implementing FinOps principles (cloud financial operations) to optimize cloud costs and foster collaboration between finance, operations, and engineering teams.
- Familiarity with cloud financial management tools such as Apptio.
- Experience with automation frameworks and tools that help optimize cloud financial management processes.
- Understanding of cloud infrastructure, services, and best practices to collaborate effectively with technical teams and identify areas for cost optimization.
Technology :
- Cloud Cost Management Tools such as Apptio
- Cloud Platforms: AWS, Azure, & Google Cloud
- Financial Modeling and Reporting Tools: Tableau, Power BI, Excel
Certifications Preferred:
- Cloud FinOps Certified Practitioner
- AWS Certified Cloud Practitioner
- Microsoft Certified Azure Fundamentals
PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.
PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.
**Job Description**
+ Responsible for end-to-end business and financial results for multi-faceted, complex products through the selection, design, development and promotion of new and existing products utilizing traditional and emerging capabilities in technology, operations, and data analytics to offer customers a differentiated product experience.
+ Uses knowledge of emerging technologies to deliver products to customers through all applicable channels. Prioritizes and makes decisions regarding recommendations. Champions business cases, business plan and roll-out of specific products, product groups or experiences.
+ Monitors the marketplace to assess product, technology, and markets trends to identify a market need or opportunity. Recommend innovative new products, new experiences or enhancements to existing products and develops and designs the features of a designated new or existing products Manages the end-to-end development, production, roll-out, pricing or promotion of specific products, product groups or experiences and resolves complex operational and process problems that arise .
+ Partners with key stakeholders including sales, marketing, digital channel delivery, and other internal service partners. Participates and/or leads activities with external stakeholders and clients to ensure all product offerings meet their strategic goals. Develops product-specific marketing initiatives. Supports risk management, compliance and audit needs as part of the first line of defense.
+ Drives business, financial and customer experience results of new and existing products and recommends modifications in product features and/or marketing to improve results. Coordinates across groups and leads key contributors.
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**
Business Objectives, Customer Solutions, Marketing, Product Development, Product Management, Sales
**Competencies**
Business Acumen, Collaborating, Competitive Environment, Decision Making and Critical Thinking, Design Thinking, Effective Communications, Emerging Technologies, Innovation, Knowledge Of Product Line, Problem Solving, Producing Results, Solutions Development
**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)
**Pay Transparency**
Base Salary: $80,000.00 - $171,925.00
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 10/01/2025, 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; 8 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 Your PNC Total Rewards ( .
**Disability Accommodations Statement**
If an accommodation is required to participate in the application process, please contact us via email at . 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 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.

**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 Financial Advisor within PNC Wealth Management organization, you will be based in North Olmsted, Ohio.
Financial Advisors are based within a bank branch and work within a highly collaborative circuit of branches and manage an assigned book of business. PNC Wealth Management advisors execute an advice and planning strategy focused on helping clients meet their savings, investing and retirement goals. Our team of financial planning experts guide you in creating personalized solutions on behalf of you and your clients. Our comprehensive, holistic and strategic approach will harmoniously keep all parties on the same side of the table. PNC's referral program and culture drives and encourages teamwork resulting in branch partners having a vested interest in our advisors' success. We provide a robust training program, administrative support and state of the art technology designed to elevate your career. At PNC Wealth Management, we are passionate about our values and helping our advisors build their future.
PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.
**Job Description**
+ Consults on investment and insurance strategies, as well as the development of financial plans for clients. Grows and retains an investment and insurance book of business. Owns the client experience, efficiently handling sales and service, identifying sales and/or executing opportunities and making referrals to internal business partners as appropriate.
+ Acquires, expands and maintains client relationships through business development and client networking. Grows client loyalty and share of wallet through an exceptional client experience. Applies product and procedural knowledge to solve client problems appropriately and efficiently.
+ Develops and implements investment and insurance strategies for clients. Determines the best products to support such strategies. Presents sound financial recommendations and guidance to clients. Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed.
+ Actively and regularly coaches and educates branch staff and internal business partners to identify investment opportunities. Drives investment education and visibility among branch staff. In partnership with branch manager and/or investment sales associate, leads the branch team on actions to achieve investment results. Shows urgency with activities and leads by example. Has regular and effective communication with internal and external partners to build strong relationships that drive referral activity.
+ Regularly meets with branch manager and other internal business partners to communicate and review business results and pipeline management. Meets service level agreements on lead and referral follow up. Adheres to all applicable laws, regulations, policies and guidelines.
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**
Coaching Others, Customer Experience Management., Customer Retention, Effective Communications, Interpersonal Relationships, Managing Multiple Priorities, Prospecting., Sales Tasks And Activities, Selling.
**Work Experience**
Roles at this level typically require a university / college degree, with 2+ years of relevant professional experience. 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 and 66 (or 63,65) required. Life and Health Insurance required.
**Pay Transparency**
Base Salary: $47,500.00 - $125,000.00
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 03/25/2025, 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; 8 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 Your PNC Total Rewards ( .
**Disability Accommodations Statement**
If an accommodation is required to participate in the application process, please contact us via email at . 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 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.