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Managing Director jobs in United States, Pennsylvania, Pittsburgh

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Company
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Job title (1)
United States
Pennsylvania
Pittsburgh
5 jobs found
16.09.2025
WF

Wells Fargo Market Growth Director United States, Pennsylvania, Pittsburgh

Limitless High-tech career opportunities - Expoint
Strategically engage with Channel Leadership to develop and execute on a territory sales strategy and maintain a strong knowledge of the Wells Fargo Advisors market views, products, and platforms. Partner...
Description:


In this role, you will:

  • Strategically engage with Channel Leadership to develop and execute on a territory sales strategy and maintain a strong knowledge of the Wells Fargo Advisors market views, products, and platforms
  • Partner with Strategic Partners and Internal Centers of Influence to drive sales results
  • Drive sales and Advisor participation across a wide range of Wells Fargo Wealth Investment Management products to include investment sales, full balance sheet solutions and deposit balances
  • Act as an advisor within Wealth Market Growth Strategy functional area to senior leadership to develop or influence initiatives that promote and advance companywide finance growth opportunities
  • Lead business development strategies and resolution of highly complex and unique challenges requiring in-depth evaluation across multiple areas, delivering solutions that are long-term, large-scale and require vision, creativity, innovation, advanced analytical and inductive thinking and coordination of highly complex activities and guidance to others
  • Provide vision, direction and expertise to senior leadership on implementing innovative and significant business solutions that are large-scale Wealth Market Strategy cross-functional strategies
  • Support various Wealth Market Growth Strategy projects to maximize growth opportunities and minimize expenses
  • Strategically engage with all levels of professionals and managers across the enterprise and serve as an expert advisor to leadership within Wealth Market Growth Strategy functional area


Required Qualifications:

  • 7+ years of Wealth Market Growth Strategy experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • Successfully completed FINRA Series 7 exam to qualify for immediate registration (or FINRA recognized equivalents)


Desired Qualifications:

  • Successfully completed FINRA Series 63 and 65 (or 66) exams to qualify for immediate registration (or FINRA recognizedequivalents)
  • Extensive experience in wealth management and investment sales environments, with a deep understanding of advisor business models, client needs, and full balance sheet strategies including investment, lending, and deposit solutions
  • Proven success in territory management, including strategic planning, execution, performance tracking, and adapting to changing market conditions and firm priorities
  • Skilled in coaching and influencing Financial Advisors, driving product adoption and business growth through tailored support, segmentation strategies, and actionable financial insights
  • Proficient in translating complex financial concepts into clear, strategic guidance for advisors and clients, enhancing engagement and outcomes
  • Strong presentation, facilitation, communication capabilities, with experience leading advisor meetings


Job Expectations:

  • In-market travel required on a daily basis.
  • Willingness to work on-site at stated location on the job opening
  • FINRA Series 63 and Series 65 (or 66) examinations, or equivalent must be completed within either a 90 or 180-day time period following commencement of employment, depending upon the number of license(s) needed if not immediately available to transfer upon hire. FINRA recognized equivalents will be accepted. This will be communicated at time of offer acceptance. Compliance with state law registration and licensing requirements is mandatory. In addition to state registration and licensing requirements, specific product licenses or SAFE licensing may apply. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA licensing review process at the time of offer acceptance. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite is required
  • Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) may be required for ongoing employment in this position
  • This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents
  • Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process
  • This position is not eligible for Visa sponsorship

Job Location:

  • Pittsburgh, PA

26 Sep 2025


Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

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02.07.2025
JPM

JPMorgan JP Morgan Wealth Management - Market Director Pittsburgh PA United States, Pennsylvania, Pittsburgh

Limitless High-tech career opportunities - Expoint
Have a passion for our customers which results in all of our employees meeting and exceeding our customer expectations and creating a customer obsessed culture. Identify opportunities to attract and...
Description:

Job responsibilities
  • Have a passion for our customers which results in all of our employees meeting and exceeding our customer expectations and creating a customer obsessed culture
  • Identify opportunities to attract and recruit Advisors, improve performance of existing Advisors and ensure talent and performance strategies are in place to coach, develop and promote Advisors
  • Drive integration with partners from Branch Management, Business Banking and Home Lending to give our customers access to solutions, strategies and expertise to give our customers one place to meet all of their financial need
  • Be a visionary who influences the use of technology to meet the customers’ needs of today and the future; Set the tone of commitment to diversity and inclusion
  • Closely partner with the Supervisory Manager and be expected to manage all day-to-day administrative, supervisory and operational aspects for the business in order to achieve our strategic objectives for a designated territory
  • Create a culture of risk and control that acts with appropriate understanding and urgency; with ultimate responsibility to safeguard our customers and our business
  • Be proactive; take initiative to identify solutions, has entrepreneurial business spirit and executes with a sense of urgency
Required qualifications, capabilities, and skills
  • At least 5 years of Advisor management experience required, coupled with a proven track record of developing and coaching high performing Advisor team
  • Ability to travel 50% of the time
  • A valid and active FINRA Series 7, 66 (or equivalent) is required
  • A valid and active FINRA Series 9/10 (or equivalent) is required and must be obtained or retained within a 60 day condition of employment
  • Proven ability to recruit, source and attract internal and external Advisor talent by building and maintaining personal network of contacts
  • High degree of investment services and product acumen and keen interest in the financial markets
  • Strong communication skills, attention to detail, excellent follow-through and a strong commitment to upholding a sound risk and controls environment
Preferred qualifications, capabilities, and skills
  • Bachelor’s Degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:

• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
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29.05.2025
PNC

PNC Capital Markets Director-Portfolio Management United States, Pennsylvania, Pittsburgh

Limitless High-tech career opportunities - Expoint
Oversees portfolios and/or customer requests of high complexity and performs transaction analysis. Takes a leadership role in executing goals of the group and managing risk within transactions and across the...
Description:
ACBS and Capital Stream experience
Leadership/management experience
Financial statement/credit analysis experience
Collateralized lending experienceJob Description
  • Oversees portfolios and/or customer requests of high complexity and performs transaction analysis. Takes a leadership role in executing goals of the group and managing risk within transactions and across the portfolio. Report generation, including portfolio and asset level as well as business level financial and regulatory reporting. Manages internal and external risk associated with these activities.
  • Develops and expands relationships with field exam firms. Performs or coordinates field exams. Reviews findings and reconciles with client, as well as Credit and sales teams. Takes a leadership role in establishing and adhering to field exam plans and procedures. Ensures field exam remediation efforts are coordinated among entire deal team.
  • Takes a leadership role in establishing and adhering to ongoing deal administration and surveillance plans. Identifies and leads special projects to improve efficiency and reduce operational risk. Provides guidance and insight to teammates on credit risk and compliance issues.
  • Regularly engages in verbal and written communication with internal and external parties as a primary stakeholder for the business and a source information and direction. Provides coaching and leadership to develop team members. Responsible for assigning work to appropriate staff members.
  • Manage compliance with documented policies and procedures surrounding the business. Perform controls intended to mitigate risk and facilitate testing of those controls and other processes by internal risk partners and external auditors / regulators.

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, Collateral Management, Data Gathering and Reporting, Decision Making and Critical Thinking, Effective Communications, Investment Reporting, Portfolio Management - 1, Problem Solving, Regulatory Environment - Financial ServicesRoles 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.Bachelors (Required)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

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28.05.2025
PNC

PNC Asset & Liability Managing Director IC - Corporate Treasury United States, Pennsylvania, Pittsburgh

Limitless High-tech career opportunities - Expoint
Executes business strategy and coordinates responses and moderately complex remediation activities. Performs financial analysis, conducts research and prepares and delivers presentations. Participates in stress testing efforts. Consults with the business...
Description:
Your work will contribute directly to ALM’s ongoing efforts in optimizing PNC’s capital and balance sheet, evaluating relevant risks, and maintaining compliance with regulatory requirements. Responsibilities include:
• Performing due diligence and analysis related to capital planning and management activities, including for capital optimization strategies.
• Leading and participating in annual capital stress testing efforts (CCAR) and development of PNC's capital plan.
• Assisting with planning and execution of PNC’s share repurchase program.
• Leading and performing research, financial analyses, and preparation of reports for PNC and peers using independent judgment and discretion.
• Coordinating ALM Corporate Treasury team’s overall activities related to recovery and resolution planning.
• Leading and participating in Capital Planning and Management team’s activities related to recovery and resolution planning, including scenario design and related analytics, trigger framework, documentation, governance, and reporting.
• Leading and assisting with the development of executive and board-level presentations.
• Presenting to senior management.
• Reviewing relevant regulations related to capital, liquidity, and recovery and resolution planning.• Quantitatively focused undergraduate/graduate degree is preferred (Mathematics, Computer Science, Finance, Economics)
• MBA, CPA, CFA (or progress towards completion) a plus
• Operating knowledge of bank financial statements and/or credit risk preferred
• Prior experience in capital management, liquidity management, and/or recovery and resolution planning at a bank preferredJob Description
  • Executes business strategy and coordinates responses and moderately complex remediation activities. Performs financial analysis, conducts research and prepares and delivers presentations. Participates in stress testing efforts.
  • Consults with the business and senior management on relevant regulations related to liquidity and capital planning management.
  • Participates in team's analytics/stress testing as it relates to liquidity and capital planning. May include executing equity/debt transactions related to the liquidity and capital planning strategies.
  • Works with internal teams including business lines, finance, risk management and regulatory affairs.
  • Executes business strategy and coordinates responses and remediation activities. May manage ALM staff and processes.
  • Prepares board presentations and defines governance and procedures related to liquidity and capital planning management.

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.

Asset and Liability Management (ALM), Decision Making and Critical Thinking, Effective Communications, Financial Forecasting and Modeling, Market Risk, Regulatory Environment - Financial ServicesRoles at this level typically require a university / college degree. Higher level education such as a Masters degree, or PhD is desirable. Industry 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.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

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27.05.2025
PNC

PNC Technology Business Communications Director United States, Pennsylvania, Pittsburgh

Limitless High-tech career opportunities - Expoint
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...
Description:
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

Show more

These jobs might be a good fit

Limitless High-tech career opportunities - Expoint
Strategically engage with Channel Leadership to develop and execute on a territory sales strategy and maintain a strong knowledge of the Wells Fargo Advisors market views, products, and platforms. Partner...
Description:


In this role, you will:

  • Strategically engage with Channel Leadership to develop and execute on a territory sales strategy and maintain a strong knowledge of the Wells Fargo Advisors market views, products, and platforms
  • Partner with Strategic Partners and Internal Centers of Influence to drive sales results
  • Drive sales and Advisor participation across a wide range of Wells Fargo Wealth Investment Management products to include investment sales, full balance sheet solutions and deposit balances
  • Act as an advisor within Wealth Market Growth Strategy functional area to senior leadership to develop or influence initiatives that promote and advance companywide finance growth opportunities
  • Lead business development strategies and resolution of highly complex and unique challenges requiring in-depth evaluation across multiple areas, delivering solutions that are long-term, large-scale and require vision, creativity, innovation, advanced analytical and inductive thinking and coordination of highly complex activities and guidance to others
  • Provide vision, direction and expertise to senior leadership on implementing innovative and significant business solutions that are large-scale Wealth Market Strategy cross-functional strategies
  • Support various Wealth Market Growth Strategy projects to maximize growth opportunities and minimize expenses
  • Strategically engage with all levels of professionals and managers across the enterprise and serve as an expert advisor to leadership within Wealth Market Growth Strategy functional area


Required Qualifications:

  • 7+ years of Wealth Market Growth Strategy experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • Successfully completed FINRA Series 7 exam to qualify for immediate registration (or FINRA recognized equivalents)


Desired Qualifications:

  • Successfully completed FINRA Series 63 and 65 (or 66) exams to qualify for immediate registration (or FINRA recognizedequivalents)
  • Extensive experience in wealth management and investment sales environments, with a deep understanding of advisor business models, client needs, and full balance sheet strategies including investment, lending, and deposit solutions
  • Proven success in territory management, including strategic planning, execution, performance tracking, and adapting to changing market conditions and firm priorities
  • Skilled in coaching and influencing Financial Advisors, driving product adoption and business growth through tailored support, segmentation strategies, and actionable financial insights
  • Proficient in translating complex financial concepts into clear, strategic guidance for advisors and clients, enhancing engagement and outcomes
  • Strong presentation, facilitation, communication capabilities, with experience leading advisor meetings


Job Expectations:

  • In-market travel required on a daily basis.
  • Willingness to work on-site at stated location on the job opening
  • FINRA Series 63 and Series 65 (or 66) examinations, or equivalent must be completed within either a 90 or 180-day time period following commencement of employment, depending upon the number of license(s) needed if not immediately available to transfer upon hire. FINRA recognized equivalents will be accepted. This will be communicated at time of offer acceptance. Compliance with state law registration and licensing requirements is mandatory. In addition to state registration and licensing requirements, specific product licenses or SAFE licensing may apply. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA licensing review process at the time of offer acceptance. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite is required
  • Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) may be required for ongoing employment in this position
  • This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents
  • Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process
  • This position is not eligible for Visa sponsorship

Job Location:

  • Pittsburgh, PA

26 Sep 2025


Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Show more
Find your next career move in the high tech industry with Expoint. Our platform offers a wide range of Managing Director job opportunities in the United States, Pennsylvania, Pittsburgh area, giving you access to the best companies in the field. Whether you're looking for a new challenge or a change of scenery, Expoint makes it easy to find your perfect job match. With our easy-to-use search engine, you can quickly find job opportunities in your desired location and connect with top companies. Sign up today and take the next step in your high tech career with Expoint.