About The Position

PNC’s Financial Wellness Solutions organization partners with employers to improve workforce financial well-being through solutions such as HSAs, FSAs, HRAs, student debt programs, earned wage access, and financial education. The Business Development Manager III expands PNC’s national consultant and broker channel by building strategic relationships that increase awareness, referrals, and business growth. The role advises benefits consultants, brokers, and industry influencers, and develops opportunities with employers seeking employee benefits and financial wellness solutions. It also builds market presence through networking, Centers of Influence, strategic partnerships, and industry engagement to grow the pipeline and acquire new business. Frequent travel is required across assigned territories to meet with clients, prospects, consultants, brokers, and strategic partners. The role is based in a PNC location. PNC is an in-office company; candidates are encouraged to discuss workplace expectations with the recruiter and hiring manager. Additional locations within the PNC footprint may be considered. The role manages internal and external relationships, cultivates referrals and leads, collaborates with partners to close sales, and works with management and partners to establish and execute opportunity-generation strategies. It provides management with insight into industry trends, best practices, and product needs; educates partners about the value of Retail capabilities; assesses business opportunities; and maintains sales administration and territory materials. The role may also train, coach, or mentor new team members. PNC emphasizes customer focus and effective risk management. The role is incentive eligible, with payment based on company, business, and/or individual performance. PNC will not provide employment visa sponsorship or participate in STEM OPT for this position.

Requirements

  • University or college degree, typically, with 5 or more years of industry-relevant experience; a comparable combination of education, job-specific certifications, and experience, including military service, may be considered in lieu of a degree.
  • Demonstrated knowledge, skills, and abilities appropriate to the role.
  • Customer focus, including aligning business decisions with customer needs and creating customized customer solutions.
  • Ability to assess and manage risks in accordance with PNC’s Enterprise Risk Management Framework.
  • Frequent travel across assigned territories.
  • No required certifications are listed.
  • No required licenses are listed.

Nice To Haves

  • Experience selling or advising on Consumer-Directed Healthcare solutions, HSAs, FSAs, HRAs, COBRA or benefits administration solutions, employee benefits technology platforms, payroll, HRIS, or workforce solutions.
  • Experience engaging benefits consultants and brokers, HR leaders, benefits leaders, total rewards professionals, payroll decision makers, or finance leaders.
  • Direct experience in employee benefits, consumer-directed healthcare, benefits administration, financial wellness, or related solution-based sales is strongly preferred.
  • Preferred skills include account management, asset allocation, capital management, credit risk analysis, equity valuations, investment banking, and sales.
  • Competencies include business acumen, customer experience management, decision making and critical thinking, effective communications, financial services industry knowledge, managing multiple priorities, negotiating, sales function, and selling.

Responsibilities

  • Manage effective internal and external relationship networks to acquire new client relationships and expand existing ones.
  • Cultivate referrals and leads, generate interest, and collaborate with partners to close sales.
  • Work with management and partners to establish and execute activities, tactics, and strategies to identify, pursue, and close new opportunities.
  • Provide management with insight on industry trends, best practices, and product needs.
  • Lead meetings to educate partners and position the value of Retail capabilities.
  • Consistently assess new business opportunities, including reviewing the book of business, responding to inquiries and requests for proposals, and maintaining territory and focus lists.
  • Drive team member accountability and participation.
  • Complete timely, accurate, and complete sales administration tasks as determined by the business.
  • May train, coach, or mentor new team members.
  • Travel frequently to meet clients, prospects, consultants, brokers, and strategic partners across assigned territories.

Benefits

  • Medical and prescription drug coverage, including a Health Savings Account feature
  • Dental and vision options
  • Employee and spouse/child life insurance
  • Short- and long-term disability protection
  • 401(k) with PNC match
  • Pension and stock purchase plans
  • Dependent care reimbursement account
  • Back-up child and elder care
  • Adoption, surrogacy, and doula reimbursement
  • Educational assistance, including select fully paid programs
  • Wellness program with financial incentives
  • Maternity and/or parental leave
  • Up to 11 paid holidays each year
  • 9 occasional absence days each year, unless otherwise required by law
  • 15 to 25 vacation days each year, depending on career level and years of service
  • Incentive-eligible compensation based on company, business, and/or individual performance
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