Regional Sales Coordinator - Institutional Asset Management

PNC•Washington, DC

1d•$63,000 - $105,000•Onsite

About The Position

In this position, you will support the market’s sales efforts for Institutional Asset Management (IAM) clients, as well as provide administrative support. PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.

Requirements

University / college degree, with 2+ years of relevant professional experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
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.

Nice To Haves

Account Management
Financial Modeling
Go-to-Market Strategies
Group Problem Solving
Sales Leadership
Sales Process
Sales Tactics
Sales Training Programs

Responsibilities

Sales reporting and analysis, including weekly pipeline reporting, distribution and overall pipeline hygiene. Maintain dashboards and support forecasting; escalate gaps or stalled opportunities.
Assist IAM's investment teams producing quarterly client reports.
Support new business presentations with client research, deck preparation, and coordination of marketing materials (including PowerPoint presentations).
Event coordination, which includes maintaining the event calendar, marketing lists, RSVP records and associated data cleanup. Manage event logistics, invitations, name cards, QR codes, badges, venues, catering, costs and funding-source confirmation.
Maintain referral tracking, partnership activity and the referral playbook.
Manage upkeep of sales-related data in our CRM system.
Process invoices and expense reports.
Anticipates market needs, develops and executes sales programs for sales officers to maximize interest and effectiveness in sales process.
Supports line of business in executing business strategies.
Develops sales tactics and programs such as sales blitz, market specific event, sales meetings and mailings, to execute in the market to generate revenue, targeting prospects, Centers of Influence and customers.
Reviews existing sales and product reports.
Confirms buy-in from sales leadership for approval.
Plans and executes sales tactics and programs in the market and coordinates with internal and external stakeholders.
Tracks effectiveness of sales tactics and programs.
Manages ongoing corporate sales development initiatives such as new client welcome program and Tuneup report.
Translates market intelligence into usable information and actionable items for sales force.
Supports communication to the sales force and helps educate the sales force on new topics.

Benefits

medical/prescription drug coverage (with 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/elder care
adoption, surrogacy, and doula reimbursement
educational assistance, including select programs fully paid
a robust 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
between 15 to 25 vacation days each year, depending on career level; and years of service