Business Partner jobs in United States, Pennsylvania, Pittsburgh

Job Description:

Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

The Senior Business Manager role is a key contributor to a Financial Advisor team in creating strategy and ensuring execution related to multiple metrics and priorities across the teams business plan and goal deliverables. Develops and manages the teams business plan and practice financials. Manages and drives complex financial- related initiatives to include: pricing strategy, profitability compared to revenue and time capacity. Interfaces with market and division leaders to ensure team strategy and initiatives support overall division market strategies and goals. Tracks progress with quantifiable business and activity goals and ensures team daily activities aligns with practice metrics, goals and objectives. Manages diverse administrative functions to include personnel processes and performance monitoring and coordination of team assignments, projects and key initiatives, and overall team client service strategy. Requires a thorough knowledge of the Merrill Lynch Wealth Management business functional area and products. Requires a working knowledge of general bank policies, programs and procedures and financial/accounting practices. This role is an FA Paid Resource. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.

Required Qualifications:

• Series 7, 63/65 or 66 or equivalent; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support
• SAFE ACT Registration; ADV-2B Required
• Strong leadership abilities, communication and delegation skills
• Understanding of how to deliver a strong overall client experience
• Thorough knowledge and understanding of the suite of Wealth Management products and services
• Proven ability to manage risk and make sound decisions by having a deep understanding of industry regulations, supervisory requirements and policies/procedures
• Ability to identify client needs and concerns and articulate appropriate approach to align solutions to goals in a suitable and controlled way
• Strong analytical skills with ability to identify trends, root cause and effects and implement improved processes to increase growth and mitigate risk
• Ability to influence and demonstrate strong and effective leadership through clear communication and collaboration with other partners to make sound decisions with courage and conviction; demonstrated ability to influence to the desired outcome, without direct authority
• Minimum of five years of experience performing specialist/analyst level responsibilities or equivalent industry experience​
• At least one firm approved designation

Desired Qualifications:

• MBA

Skills:

• Administrative Services
• Customer Experience Improvement
• Project Management
• Sales Performance Management
• Strategy Planning and Development
• Business Acumen
• Business Analytics
• Candidate Screening
• Coaching
• Continuous Improvement
• Account Management
• Process Simplification
• Reporting

High School Diploma / GED / Secondary School or equivalent

1st shift (United States of America)

Job Description:

Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

The Business Manager role is a key contributor to a Financial Advisor team in creating strategy and ensuring execution related to multiple metrics and priorities across the teams business plan and goal deliverables. Helps manage the teams business plan and practice financials. Tracks progress with quantifiable business and activity goals and ensures team daily activities aligns with practice metrics, goals and objectives. Coordinates team assignments, projects and key initiatives, and ensures execution of teams client service strategy. Requires a thorough knowledge of the Merrill Lynch Wealth Management business functional area and products. Requires a working knowledge of general bank policies, programs and procedures and financial/accounting practices. This role is an FA Paid Resource.
This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.

Responsibilities:

• Track team progress against quantifiable business and activity goals and ensures the team's daily activities align with practice goals and objectives.
• Coordinate team assignments, projects and key initiatives, ensuring execution of the team’s client service strategy.
• Create and manage team routines (regular team meetings, communications, team calendars and so on).
• Assist with the sourcing, assessing and onboarding of new talent and the off boarding of transitioning talent.

Required Qualifications:

• Series 7, 63/65 or 66 or equivalent; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support
• SAFE Act Registration; ADV-2B Required
• Maintain at least one firm approved designation
• Strong leadership abilities, communication and delegation skills
• Understanding of how to deliver a strong overall client experience
• Thorough knowledge and understanding of the suite of Wealth Management products and services
• Proven ability to manage risk and make sound decisions by having a deep understanding of industry regulations, supervisory requirements and policies/procedures
• Strong analytical skills with ability to identify trends, root cause and effects and implement improved processes to increase growth and mitigate risk
• Ability to influence and demonstrate strong and effective leadership through clear communication and collaboration with other partners to make sound decisions with courage and conviction; demonstrated ability to influence to the desired outcome, without direct authority

Skills:

• Administrative Services
• Customer Experience Improvement
• Project Management
• Sales Performance Management
• Strategy Planning and Development
• Business Acumen
• Business Analytics
• Candidate Screening
• Coaching
• Continuous Improvement
• Account Management
• Process Simplification
• Reporting

High School Diploma / GED / Secondary School or equivalent

1st shift (United States of America)

The position is primarily based in a PNC location. Responsibilities require time in the office or in the field on a regular basis. Some responsibilities may be performed remotely, at the manager’s discretion.
As a Business Analytics Consultant Sr. in the Retail Distribution Analytics Finance team, you will be a strategic finance partner. You will consult and collaborate closely with the business as well finance. Your value-added analytics and observations will drive strategic decisions and change.Key Responsibilities:
· Create dynamic financial modeling for business cases.
· Measure performance relative to business cases and track investment returns.
· Perform proactive, value-based analysis to make recommendations and provide alternate solutions to the business.
· Leverage Tableau to transform data into actionable insights and visualizations.
· Communicate your performance observations, share calls to action, and identify risks/opportunities to leadership.
**A successful candidate should have strong analytical capability, critical thinking, effective communication skills, and the ability to work both independently and within a team.**Job Description

• Leverages complex analytical tools to provide business and technical expertise for the analytics process, tools and useful applications across multiple functions or business units to create data driven solutions.
• Consulting to clients on tool and strategy implementation and monitoring, statistical scoring, business intelligence, data quality, and analytical product / solution development.
• Determining the optimal analytic approach and supporting development, implementation and enhancements.
• Conceptualizing, developing and continuously optimizing analytical solution for operations and executive management to enable data driven decision making.
• Analyze results and make recommendations for key business partners and senior management or communicate conclusions from complex analytical solutions to a wide range of audiences.

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 requiredneeded to be successful in this position.

Roles at this level typically require a university / college degree, with 3+ years of relevant / direct industry experience. Certifications are often desired. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.No Required Certification(s)No Required License(s)

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

Job Description

• Coaches, mentors and leads tellers by example to deliver a unique customer experience aimed at improving customer financial wellbeing and creating loyalty while increasing share of wallet. Processes a variety of customer interactions. Educates customers on alternatives available for their financial interactions. Identifies banking opportunities during the customer interaction and refers as appropriate.
• Coaches, mentors and leads tellers by example in identifying opportunities through meaningful conversations with customers, making appropriate referrals to branch staff.
• Coaches, mentors and leads tellers by example in performing lobby engagement activities to connect with customers and position PNC products to meet their needs. Educates customers on options for managing financial transactions by leveraging technology, tools and resources.
• Coaches, mentors and leads tellers by example with clear communication skills, transaction handling and problem resolution processes. Assists the Branch Manager in performance management and new hire selection processes.
• Coaches, mentors and leads tellers by example in adhering to all policies and procedures, demonstrating sound judgment within established limits. Ensures teller and branch daily operations and maintenance transactions are completed in an efficient and accurate manner.

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.

• To learn more about this and other opportunities on our team.

Qualifications

Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and requiredneeded to be successful in this position.

Roles at this level typically do not require a university / college degree, high school diploma or GED, but do require related experience or product knowledge to accomplish primary duties. Typically requires 1+ years of related experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.No DegreeNo Required Certification(s)No Required License(s)

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

Tuesday-Saturday 11:00 PM to 7:00 AM
Needed skills:• Strong leadership qualities and facilitation skills with the ability to lead large groups of technical and operational support through assessment and mitigation activities, facilitating effective incident management process discipline.
• Big picture thinking to correlate events and incident tickets within the organization as an indication of larger issue and the ability to act on and mitigate impact.
• Excellent written and verbal communication skills with an ability to communicate a technology incident to lines of business in a customer-focused business language to all levels of the organization.
• Strong customer focus and ability to act with a “Sense of Urgency” in facilitating and gaining prompt incident resolution.
• The ability to network, influence and manage across all management and organization levels as well as cultural boundaries without having direct management authority.
• Ability to provide analysis on problem trends and identify process improvement opportunities for continuous improvement.
• 8 + years’ experience in Incident Management, Problem Management or other roles where indirect leadership experience was demonstrated, is desired. Previous experience in a site reliability center (SRC) incident and/or operations management
• Banking or Financial Industries experience is a plus.Job Description

• Provides solutions for IT and business management on applying technology to strategic business opportunities, planning and implementation of cross-functional applications.
• Initiates, owns and drives the identification, evaluation and direction of solutions that are cost effective and meet complex business requirements.
• Serves as the central point of contact for business demand management, technology expenditures, client feedback & relationship management and the overall client experience with the technology organization.
• Manages the consulting services and communications to internal business groups on process improvement projects designed to support product strategies and revenue generation/cost reduction.
• Manages the analysis & elicitation of complex client requirements, and the transformation of requirements into functional/non-functional requirements.

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.

Qualifications

Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and requiredneeded to be successful in this position.

Budgeting, Business Acumen, Consulting, Influencing, IT Project Planning and Organization, Product and Vendor Evaluation, Relationship Management, Requirements AnalysisRoles at this level typically require a university / college degree. Higher level education such as a Masters degree, PhD, or certifications is desirable. Industry experience is typically 8+ years. At least 5 years of prior management experience is typically required. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.No Required Certification(s)No Required License(s)
California Residents

Refer to the

The Director of Technology Communications will be charged with leading the development and execution of:• Executive communication strategy, internally and externally.
• Enterprise internal communications strategy focused on Technology as a growth driver for our lines of business, as well as employee tools delivered through the company’s digital workplace.
• Thought Leadership content strategy, including relevant, value-add topics and impactful delivery channels.
• Client Communications strategies and channels.
• External communications strategy that positions PNC as a technology leader with strong subject matters expertise and as a destination for top talent.
• Measuring engagement on all content and communications to understand impact and guide decision making.Job Description

• Leads the development and execution of all communications strategies to advance the strategic direction of the unit.
• Establishes and leads overall communication strategies; oversees the planning, research, and development of content for complex communication initiatives. Develops and implements measurements to determine the effectiveness of communications plans and strategies.
• Develops and maintains client relationships with executives and all levels of management, providing counsel on all aspects of communications. Engages other parts of the organization to ensure strategic alignment, clarity, and accuracy of message.
• Provides final review and approval before internal or external communications are released to the assigned line of business.
• Leads teams, coaches, influences outcomes, and evaluates success as appropriate. Typically has people management responsibilities including but not limited to talent management, performance management, staffing, etc.

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.

Qualifications

Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and requiredneeded to be successful in this position.

Branding, Change Management, Creative Process, Design Thinking, Digital Marketing, Media Relations, Prioritization, Strategic Communication Planning, Strategic PlanningCopywriting and Editing, Decision Making and Critical Thinking, Effective Communications, Influencing, Organizational CommunicationsRoles 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. At least 5 years of prior management experience is typically required. Proven leadership experience with a moderate to large scope of responsibility is required. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.No Required Certification(s)No Required License(s)

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

As a Business Analysis Advisor, you will be part of a cross disciplinary team working together to shape experiences and identify opportunities for innovation in the financial services industry. In this position, you will work closely with cross-functional teams to understand and scope project work, create and modify project timelines based on dynamic project needs, and guide teams in delivering solutions that contribute to measurable business results. You will influence projects through all phases, ensuring teams are organized, informed, efficient, and moving toward quality outcomes. Specific job duties will include:
- Hold project teams and stakeholders accountable for delivering on their responsibilities
- Assist in uncovering and documenting requirements across multiple input sources
- Help coordinate and delegate tasks and identify best path forward for getting work done
- Understand quality expectations and ensure project work is done to high quality
- Coordinate stakeholder communication
- Help to evolve overall department processes and ways of workingDue to the nature of the position, we are seeking individuals with the following experience/qualifications:- Background in project management, business analytics, design, technology or social sciences and believe in the tenets of human-centered design
- Have an incredible eye for details and take pride in making sure all dots are connected
- Experience working in a consultancy environment, navigating a variety of project types, stakeholders, timelines, etc.
- Experience gathering and writing requirements for non-technical projects- Working knowledge around things like front/back end development and how to think through technical integrations at a high level.
- Are an entrepreneurial self-starter with strong planning AND execution skills
- Strong stakeholder management experience
- Have a track record of establishing systems and processes that add scale, create consistency, and increase efficiency
- Have the ability to know when and how to pivot from previous plans and timelines to meet overall strategic needs
Job Description

• Directs the research, discovery, collection and interpretation of business requirements. Participates in the development and review of complex processes and procedures, workflow analytics and reporting. May provide senior level consultation and communicates with clients and technology teams on business designs, problem solving and business analysis to support project goals and objectives.
• Consults and recommends the frameworks, methodologies and processes involved in business requirements traceability for business analysis teams. Independently mentors, leads, and coaches other associates to affect knowledge transfer. Oversees the development and maintenance of all applicable policy and procedure documentation.
• Translates business needs, processes and/or procedures by partnering with applicable experts and business stakeholders to determine and articulate needs. May communicate with senior level stakeholders and technology teams on complex business requirements.
• Leads multiple business analysis project management processes through planning, quality assurance and effectiveness assessment. Provides direction for the successful deployment of projects. Drives the development, analysis and distribution of complex reporting.

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 requiredneeded to be successful in this position.

Analytical Thinking, Business Assessment, Business Process Modeling, Consulting, Effectiveness Measurement, Information Capture, Problem Solving, Process Management, Project Management, Requirements Analysis, Software Product Business KnowledgeRoles at this level typically require a university / college degree, with 3+ years of relevant / direct industry experience. Certifications are often desired. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.No Required Certification(s)No Required License(s)

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