Executive Vice President And Regional Managing Director
CurrentManaging the Northeast Region with direct oversight of all sales and service activities for New England, New Jersey and Greater Maryland markets.
May 2023 - Present
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Erich Smith Email & Phone Number
Wealth Management Executive | Chartered Financial Analyst | Sales Leadership | Business Operations | Strategic Growth and Scaling
at
PNC
1 work email found
@pnc.com
3 phones found area 212
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Wealth Management Executive | Chartered Financial Analyst | Sales Leadership | Business Operations | Strategic Growth and Scaling
Location
Pittsburgh, Pennsylvania, United States
Who is Erich Smith? Overview
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Quick answer
Erich Smith is listed as Wealth Management Executive | Chartered Financial Analyst | Sales Leadership | Business Operations | Strategic Growth and Scaling at PNC, based in Pittsburgh, Pennsylvania, United States. AeroLeads shows a work email signal at pnc.com, phone signal with area code 212, and a matched LinkedIn profile for Erich Smith.
Erich Smith previously worked as Executive Vice President and Regional Managing Director at Pnc and Executive Vice President and Chief Operating Officer at Pnc. Erich Smith holds Bachelor Of Arts (B.A.), Finance And Marketing from Lake Forest College.
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{first}.{last}@pnc.com
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Profile bio
About Erich Smith
With over three decades of experience leading teams, people, and initiatives within the Wealth Management industry, Erich is a strategic-minded, action-oriented, and results-driven leader. Focused on executing business objectives that drive organic growth, sales leadership, and employee development, Erich is well versed in the operations and support functions required to deliver exceptional client experiences.Formerly serving as Chief Operating Officer of BNY Mellon Wealth Management, Erich oversaw numerous key business segments, including marketing, technology, middle and back office operations, and project management groups. He also held executive director positions for International Wealth Management, Family Office and Charitable Solutions business segments.A CFA charter holder and graduate of the National Trust School at Northwestern University, Erich brings a wealth of knowledge, expertise, and experience to his roles and is committed to driving success and delivering results.Notable Accomplishments:- Improved Net Income at PNC Private Bank thru the development and implementation of several key initiatives, including the expansion of the groups insurance, banking and brokerage capabilities.- Developed and implemented innovative business strategies leading to impressive sales results: BNYM International: Grew AUM 73% from $7B to $12B over a 2 1/2 year period. Grew AUM sales as President of the Central Market Region at BNYM by an average of 19% per year over a three year period.- Increased NIR in the Charitable Solutions organization at BNYM by 155% over three years by instituting a holistic client review and servicing approach- Established a Donor Advised Fund (DAF) at BNYM and grew assets to over $300mm in four years.
Listed skills include Wealth Management, Investment Management, Investment Strategies, Portfolio Management, and 5 others.
Current workplace
Erich Smith's current company
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12 roles · 30 years
Erich Smith work experience
A career timeline built from the work history available for this profile.
Executive Vice President And Chief Operating Officer
Promoted to COO of this top 10 US-based Private Bank with $120B in Assets Under Management and $1.2B in annualized revenue. Entrusted with driving the Private Banks strategic initiatives aimed at achieving consistent, profitable, and organic growth. Provided exceptional client experiences, resulting in positive outcomes and financial peace of mind.- Acquired new clients through the utilization of consultative and advice-driven techniques- Fostered a supportive and inclusive work environment that promotes personal and professional growth for all talent.- Improved net income by a substantial margin of 57% ($190 million) through the implementation of strategic initiatives.- Doubled the Partner Loan Program (PLP) from 8-16 firms, adding 83 new partners as Private Bank clients and representing $8 million in new annualized fee revenue.
Aug 2018 - May 2023
Executive Vp And Group Head, Premier Wealth Management
Recruited to lead an emerging wealth segment within the Private Bank, managing 11,000 relationships, 30,000 accounts, and $5 billion in assets under management, with annualized revenue of $60 million.- Provided personalized, client-centric plans by identifying desired goals, tailoring investment strategies, and addressing liquidity needs and tax implications.- Improved AUM net flows by $168 million, resulting in a 17% increase in fee revenue.- Transitioned service model to a single advisor approach, resulting in a 200% inprovement in client NPS scores from 19 to 57.
Aug 2018 - Jun 2022
Chief Operating Officer
Promoted to COO for the 7th largest U.S. based Wealth Management firms that boasts $220B in AUM/AUC and $1B in annualized revenue. Managed and led multiple business units within the Wealth Management group including marketing, technology, service delivery and strategic solutions with a total organization of over 450 FTE's- Directed efforts to continually improve business processes and enhance the employee and client experience.- Drove significant growth in Wealth Management earnings, with CAGR of 6.3% and an increase of $73 million during the period, through the implementation of the "One WM" strategic direction and streamlining of business priorities.- Led the development and implementation of a new client digital portal, retiring the existing online experience and fully integrating the wealth business and clients onto the new platform.- Spearheaded several initiatives to raise awareness of the BNYM Wealth brand, including negotiating a 10-year, $20 million naming rights agreement for the new SF 49ers stadium in Santa Clara, CA
2016 - Aug 2018
Executive Director Of International Wealth Management
Expertly managed the International Wealth Management business with a portfolio of over $12 billion in assets under management and annualized revenue of $25 million. Led a team of 5 managers and 75 advisors and support in delivering comprehensive wealth management services to a diverse, global client base from offices located in New York, Toronto, London, Dubai, Hong Kong and Grand Cayman.- Proactively drove new client acquisition through targeted prospecting and expansion of existing relationships with clients and referral sources, leveraging BNY Mellon's extensive global reach, footprint, and capabilities.- Developed and executed a highly effective sales plan aimed at elevating the International business to $20 billion in AUM by 2020, solidifying BNY Mellon's position as a leading global player in Wealth Management.- Realized significant growth in AUM, with a 73% from $7 billion to $12 billion, through focused efforts on delivering onshore and offshore services across the global footprint.- Established a strong presence in Hong Kong, successfully targeting US expats and Family Offices seeking a comprehensive, multi currency platform, resulting in a 16.93% increase in pretax income.
2014 - 2018
~4 yrs
Executive Director Of Family Office And Charitable Solutions
Directed two operating groups, each structured around specialized market segments: Family Office (serving over 400 single and multi-family offices) and Charitable Solutions (providing solutions to over 300 planned giving, endowment and foundation, and Donor Advised Fund clients).- Integrated banking discussions into all client meetings, resulting in a 155% increase in NIR, from $23 million to $58.8 million.- Developed annual "business plans" and client "dossiers" to gain deep understanding of clients and establish strategic relationships, leading to a 36% increase in revenue.- Established a Donor Advised Fund (DAF) and achieved consistent growth, doubling assets in every year from inception, the the fund ending 2021 with over $300 million in assets.
2010 - 2014
~4 yrs
President: Central Markets Region
Provided visionary leadership for the financial operations, business growth, and client services of offices located in Pittsburgh, Erie, Cleveland, Columbus, Denver, Dallas, and Chicago. Directed offices in delivering financial advice to clients and creating customized strategies to achieve their short and long term investment, insurance, business, and estate planning objectives with minimal risk.- Designed investment and asset allocation models, capitalizing on market, risk , and insurance opportunities to propose optimal strategies for clients.- Implemented several relationship management and sales initiatives that led to a 10.1% increase in revenue and 19% growth in profits, the best profit growth among all markets in BNY Mellon- Achieved consistent growth in new AUM sales, with an average increase of 19% each year.
2007 - 2010
~3 yrs
Managing Director: Expansion Markets And Integration
Oversaw the due diligence for and integration of new expansion offices acquired by Wealth Management. New offices included: Cleveland, Providence, Atlanta, Hartford and Palo Alto. Responsibilities included project plan development and implementation.
2001 - 2010
~9 yrs
Co-Lead, Bank Of New York/Mellon Financial Wealth Management Integration
Assumed co responsibility for seamlessly integrating the wealth management business units of the Bank of New York and Mellon Financial through expert co-organization, coordination, and implementation of strategic plans.
2005 - 2007
~2 yrs
Senior Vp And Managing Director
Oversaw nine portfolio teams across Western Pennsylvania and Northern Ohio, overseeing a portfolio of over $7 billion in assets under management and annualized revenue of over $50 million.
1997 - 2001
~4 yrs
First Vp And Team Leaders
Leveraged the firm's robust financial and investment planning tools to expertly analyze complex financial information and deliver informative presentations in collaboration with financial and Private Wealth Advisors.- Assumed responsibility for the core market portfolio team in Pittsburgh, consisting of 10 highly skilled professionals overseeing a portfolio of over $1 billion in AUM and annual revenue of over $5 million.
Jan 1993 - 1997
Private Banking Officer
Responsible for providing comprehensive private banking services to bank clients. These included deposit, credit, investment management and fiduciary services.
Jun 1987 - Nov 1992
3 education records
Erich Smith education
Bachelor Of Arts (B.A.), Finance And Marketing
Lake Forest College
Master Of Business Administration (Mba), Finance, General
Suffolk University
Ctfa
Aba National Trust School At Northwestern University
FAQ
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Quick answers generated from the profile data available on this page.
What company does Erich Smith work for?
Erich Smith works for PNC.
What is Erich Smith's role at PNC?
Erich Smith is listed as Wealth Management Executive | Chartered Financial Analyst | Sales Leadership | Business Operations | Strategic Growth and Scaling at PNC.
What is Erich Smith's email address?
AeroLeads has found 1 work email signal at @pnc.com for Erich Smith at PNC.
What is Erich Smith's phone number?
AeroLeads has found 3 phone signal(s) with area code 212 for Erich Smith at PNC.
Where is Erich Smith based?
Erich Smith is based in Pittsburgh, Pennsylvania, United States while working with PNC.
What companies has Erich Smith worked for?
Erich Smith has worked for Pnc, Bny Mellon Wealth Management, and Baybank.
How can I contact Erich Smith?
You can use AeroLeads to view verified contact signals for Erich Smith at PNC, including work email, phone, and LinkedIn data when available.
What schools did Erich Smith attend?
Erich Smith holds Bachelor Of Arts (B.A.), Finance And Marketing from Lake Forest College.
What skills is Erich Smith known for?
Erich Smith is listed with skills including Wealth Management, Investment Management, Investment Strategies, Portfolio Management, Business Strategy, Asset Allocation, Estate Planning, and Private Equity.
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