About The Position

The Capital Markets Sr Associate-Sales role is within PNC's Financial Institutions Group and is based in Dallas, Texas. The position contributes to sales for specific products or transactions, manages and develops client relationships, and provides a superior client experience. The associate works with senior sales team members, relationship managers, investment bankers, traders, and internal service partners to develop, market, and deliver capital markets solutions to clients. The role assesses client objectives and market conditions to provide appropriate solutions, develops client and investor relationships, and supports or executes sales and marketing strategies—including product structuring and distribution—to maximize sales and generate new business. It also requires keeping current on industry and market developments, deal flow, and regulatory requirements; maintaining compliance with policies and regulations; and coaching other team members. Employees are expected to focus on customer needs and satisfaction and effectively manage business risks in accordance with PNC’s Enterprise Risk Management Framework. PNC describes itself as an in-office company and encourages candidates to discuss workplace expectations with their recruiter and hiring manager. PNC will not provide employment visa sponsorship or participate in STEM OPT for this position.

Requirements

  • Typically, a university or college degree and 3 or more years of relevant or direct industry experience; a comparable combination of education, job-specific certifications, and experience may be considered in lieu of a degree.
  • Bachelor’s degree listed as the education level.
  • For the Financial Institutions Group (FIG), obtain the SIE, Series 7, and Series 63 licenses within 120 days of employment.
  • Demonstrate appropriate knowledge, skills, and abilities for the role.
  • PNC will not provide employment visa sponsorship or participate in STEM OPT for this position.

Nice To Haves

  • Capital markets experience.
  • Experience marketing to banks with more than $500 million in assets.
  • Experience developing business and managing relationships with community and regional banks in the local market.
  • Self-motivation and the ability to network successfully and convert prospects into clients.
  • Experience advising banks on balance-sheet strategies and capital markets products, including hedging, fixed income, capital and liquidity, and loan portfolio sales or purchases.
  • Ability to work collaboratively in a team environment.
  • Bachelor’s degree in finance, economics, or accounting preferred.
  • Preferred skills include client relationship building, corporate finance, decision making, equity trading systems, financial accounting, investments, investment strategies, and trading strategies.
  • Certifications are often desired.

Responsibilities

  • Contribute to sales activities for specific products or transactions.
  • Manage and develop client relationships and provide a superior client experience.
  • Work with senior sales team members, relationship managers, investment bankers, traders, and internal service partners to develop, market, and deliver capital markets solutions.
  • Assess client objectives and market conditions to provide appropriate solutions.
  • Develop and maintain client and/or investor relationships and coordinate with support functions as necessary.
  • Support or execute sales and marketing strategies, including product structuring and product distribution, to maximize sales and develop new business activity.
  • Maintain current knowledge of industry and market developments, deal flow, and regulatory requirements.
  • Comply with applicable policies and regulations.
  • Provide coaching to other team members.
  • Focus on customer needs and satisfaction when making business decisions and creating customer solutions.
  • Assess and manage risks associated with business objectives and activities in line with PNC’s Enterprise Risk Management Framework.

Benefits

  • Medical and prescription drug coverage, with a Health Savings Account feature, subject to eligibility.
  • Dental and vision options, subject to eligibility.
  • 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 programs that are fully paid.
  • Wellness program with financial incentives.
  • Maternity and/or parental leave, depending on eligibility.
  • Up to 11 paid holidays each year, depending on eligibility.
  • Nine occasional absence days each year, unless otherwise required by law, depending on eligibility.
  • Between 15 and 25 vacation days each year depending on career level and years of service.
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