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Head of Hawthorn Institute for Family Success at PNC Financial Services Group

Posted in Management 30+ days ago.

Type: Full-Time
Location: Troy, Michigan





Job Description:

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(n) (position title) within PNC's (name of division) organization, you will be based in (city/state location of position).

Job Profile

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 the Head of Hawthorn Institute for Family Success within PNC's Private Bank.

This is a hybrid position which provides flexibility to work both in the office and remotely and is based within PNC's footprint with the exception of Colorado, Hawaii and Alaska. Certain job responsibilities may require time in the office on a regular basis.

Financial success and family success are intimately linked. By collecting a rich set of resources under one roof, PNC Private Bank Hawthorn is uniquely positioned to help families achieve and sustain multigenerational wealth. Our specialized capabilities found in the Hawthorn Institute for Family Success enable clients to realize their vision for their family’s future.

The Head of the Hawthorn Institute for Family Success, a national practice, will oversee Hawthorn’s suite of specialized services designed to help ultra-high net worth families navigate the complexities of multi-generational wealth. This leader will oversee advisors and consultants who collaborate closely with clients on strategies for addressing the complex personal, familial and financial dilemmas that can accompany significant wealth and that often determine its impact on current and future generations. We are looking for a leader with strengths in Family Dynamics and Governance; excellent writing skills; experience as a family facilitator and a background and degrees in the social sciences.

Preferred Qualifications:

BS/BA degree is required plus an additional certification or degree which could include a Ph.D., J.D., or other Masters degree, or equivalent work experience.  A background and degrees in the social sciences is preferred. 

8-10 years of professional experience in multi-generational family governance and wealth advising, and family enterprise advising. Experience in the financial services industry is a plus, but not required.

Foreign language skills are a plus, but not required.

Proven client-facing experience in a subject matter expert role.

Self-starter with entrepreneurial drive and demonstrated ability to achieve goals in a fast-paced, dynamic environment.

Polished written and verbal communication skills; able to effectively interact and influence a diverse set of business partners and ultra high-net-worth clients.

Collaborative team player, detail oriented with strong organizational skills.

Job Description


  • Direct, manage and develop strategic direction for the Institute for Family Success including creation of critical measurements of success.

  • Work directly with clients and prospects delivering the services of IFS including coaching and mentoring, customized family education, family meetings facilitation, family retreats and engagement exercises to allow for the sharing of family values, priorities, philanthropic goals, and family dynamics issues

  • Guide clients in integrating core values into wealth planning and decision making, translate vision and mission statements into applicable solutions.  Guide families in the creation and implementation of successful family communication strategies governance structures and documents, including family assemblies, family councils, vision and mission statements, family constitutions and family bylaws. Specifically, past experience drafting document

  • Help clients and prospective clients navigate complex issues surrounding family businesses, succession planning and family enterprise governance.  

  • Development and delivery of webinars, salons, workshops and legacy preservation strategies, as well as family assessments, retreats and coaching

  • Design and deliver education programs to aid in the leadership, stewardship development and preparing rising generation family members for not only managing abundance, roles and responsibilities they may inherit, but also various business, family and community roles they may wish to inhabit.

  • Author thought leadership research, white paper design and writing, and serve as a resource to banking leadership in support of families, family business, next generation resilience, and financial education

  • Works closely with other advisors and business line leaders across the company to facilitate integrated business development and service of the needs of families managing abundance

    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.

    PNC also has fundamental expectations of our people managers. As a manager of talent in PNC, you will be expected to:



    • Include Intentionally - Cultivates diverse teams and inclusive workplaces to expand thinking.


    • Live the Values - Role models our values with transparency and courage.


    • Enable Change - Takes action to drive change and innovation that will transform our business.


    • Achieve Results - Takes personal ownership to deliver results. Empowers and trusts others in decision making.


    • Develop the Best - Raises the bar with every talent decision and guides the achievement of all employees and customers.

    Competencies

    Conflict Management – Understanding of how to anticipate, recognize, and deal effectively with existing or potential conflicts at the individual, group, or situation level; ability to apply this understanding appropriately to diverse situations.

    Decision Making and Critical Thinking – Understanding of the issues related to the decision-making process; ability to analyze situations fully and accurately, and reach productive decisions.

    Effective Communications – Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors.

    Influencing – Knowledge of effective influencing tactics and strategies; ability to impact decisions within and outside own organization.

    Strategic Sales Planning – Knowledge of sales principles, processes, techniques and tools; ability to develop sales plans that are future-oriented, support business strategy and reflect understanding of emerging, as well as existing, opportunities and markets.

    Work Experience

    Roles at this level typically require a university / college degree and higher level education such as a Masters degree, PhD, or certifications. Industry -relevant experience is typically 8+ years. At least 5 years of prior management experience is typically required. Proven leadership experience with a large scope of responsibility is required. In lieu of a degree, a comparable combination of education and experience (including military service) may be considered.

    Education

    Bachelors

    Additional Job Description

    Base Salary: Commensurate with skills and experience.

    Benefits

    PNC offers employees 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; maternity and parental leave; paid holidays, vacation days and occasional absence time; 401(k), pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption assistance; educational assistance and a robust wellness program with financial incentives. To learn more about these and other programs, including benefits for part-time employees, visit pncbenefits.com > New to PNC.

    Disability Accommodations Statement:

    The PNC workplace is inclusive and supportive of individual needs. If you have a physical or other impairment that might require an accommodation, including technical assistance with the PNC Careers website or submission process, please call 877-968-7762 and select Option 4: Recruiting or contact us via email at pathfinder@pnc.com. 

    The Human Resources Service Center hours of operation are Monday - Friday 9:00 AM to 5:00 PM ET.

    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.

    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.





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