Erich Smith
Wealth Management Executive | Chartered Financial Analyst | Sales Leadership | Business Operations | Strategic Growth and Scaling
- Role
- Executive Vice President and Regional Managing Director at PNC
- Location
- Pittsburgh, PA, US
- LinkedIn followers
- 500 followers
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.
Experience
Executive Vice President and Regional Managing Director
May 2023 — Present · Boston, MA, US
Managing the Northeast Region with direct oversight of all sales and service activities for New England, New Jersey and Greater Maryland markets.
Education
Suffolk University
Master of Business Administration (MBA), Finance, General
1990 — 1993
ABA National Trust School at Northwestern University
CTFA
1989 — 1990
Lake Forest College
Bachelor of Arts (B.A.), Finance and Marketing
1980 — 1984
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