Overview
Skills
Job Details
Position : Client Partner
Location : Pittsburgh, PA
Hire Type: Fulltime
Job Description:
Purpose: Serve as the primary strategic advisor and trusted liaison between CEI and its high-value clients driving long-term partnerships, revenue growth. Managing high-value corporate or institutional clients while coordinating integration of technology, services, and solutions across PNC s lines of business. Based in Pittsburgh, this role combines relationship management with operational execution, ensuring full client satisfaction and seamless delivery.
Key Responsibilities
Strategic Client Relationship Management
Serve as trusted advisor to assigned clients, deeply understanding their financial goals and aligning PNC s product suite to meet them.
Own a book of business, nurturing retention, satisfaction, and expansion.
Integration Oversight & Delivery
Lead coordination between PNC business units like Private Bank, Corporate & Institutional Banking and clients to deliver integrated, cross-functional solutions (e.g., payments, treasury, lending, digital platforms).
Partner with internal teams and third-party vendors to manage implementations, integrations, and change management workflows.
Client Engagement & Expansion
Discover and act on new expansion opportunities within existing relationships; drive strategic growth.
Ensure proactive communication and follow-through, optimizing client advocacy and satisfaction.
Risk & Quality Assurance
Collaborate with risk and compliance partners to identify and mitigate risks related to product deployment and client operations. Ensure service delivery aligns with internal frameworks and fee structures.
Performance Measurement & Reporting
Track success via KPIs such as client satisfaction scores, retention, NPS, project delivery metrics, and business growth.
Provide leadership with clear reports and strategic insights.
Qualifications
Experience
Minimum 8+ years in financial services client management, relationship strategy, or consulting.
Track record with institutional or high-net-worth clients.
Experience coordinating integration across technology, operations, and business functions.
Skills
Strong strategic and consultative communication.
Proficiency in stakeholder engagement, project delivery, and risk awareness.
Ability to influence across organizational lines and deliver on complex initiatives.
If you're not interested, feel free to respond with "No." Looking forward to hearing from you!
Best Regards,
Manish Kumar
Senior Technical Recruiter
TruEvan Technologies
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