Senior Business Development Manager - Financial Wellness Solutions

PNC•Dallas, TX

12d•Onsite

About The Position

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Senior Business Development Manager within PNC's Financial Wellness Solutions organization, you will be based in Dallas, TX. At PNC Financial Wellness Solutions, we partner with employers to help improve the financial well-being of their workforce. Our solutions are designed to support employees across their financial journey while helping employers strengthen benefits offerings, increase engagement, and drive better financial outcomes. Our portfolio includes: Health Savings Accounts (HSAs), Flexible Spending Accounts (FSAs), Health Reimbursement Arrangements (HRAs), Student Debt Solutions, Earned Wage Access, Financial Education and Wellness Programs, and Other employer-sponsored financial wellness and benefit solutions. As a Business Development Manager, you will drive new business acquisition by partnering with employers, benefits leaders, HR professionals, consultants, and brokers to deliver innovative financial wellness and consumer-directed healthcare solutions. Using a consultative sales approach, you will identify client needs, uncover opportunities, and develop customized strategies that align with organizational goals while enhancing the employee experience. You will collaborate with internal partners and subject matter experts to support opportunities throughout the sales cycle and build long-term client relationships.

Requirements

Candidates who have experience selling or consulting on employer-sponsored benefit solutions, including: Consumer-Directed Healthcare (CDH) products, Health Savings Accounts (HSAs), Flexible Spending Accounts (FSAs), Health Reimbursement Arrangements (HRAs), COBRA or benefits administration solutions, Employee benefits technology platforms, Financial wellness programs, Payroll, HRIS, or workforce solutions.
Experience selling to one or more of the following audiences: Human Resources leaders, Benefits leaders, Total Rewards professionals, Benefits consultants and brokers, Payroll decision-makers, Finance leaders.
Roles at this level typically require a university / college degree, with 5+ years of industry-relevant experience.
Specific certifications are often required.
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

Candidates with direct Consumer-Directed Healthcare (CDH), HSA, FSA, HRA, employee benefits, benefits administration, or financial wellness sales experience are strongly preferred.
Book Of Business
Client Relationship Building
Credit Processes
Credit Products
Customer Engagement
Decision Making
Financial Analysis
Identifying Sales Opportunities
Business Acumen
Client Relationship Management
Customer Experience Management
Decision Making and Critical Thinking
Effective Communications
Prospecting
Sales Negotiating
Selling.
Tech Savvy

Responsibilities

Focuses on acquiring new clients across financial wellness solutions.
Emphasis is on growing sales, revenue and market share with relevant sales goals.
Typically works with clients with moderate levels of risk and complexity of needs.
Generally works with a moderate degree of supervision.
Works within stated guidelines to acquire and/or expand and retain client relationships to generate revenue and deepen share of wallet.
Handles the origination, financial analysis, negotiation and documentation of non-credit products and services.
Manages risk/return and drives quality for new and/or existing clients.
Actively identifies and mitigates different types of risk, such as regulatory, reputational, and operational risks.
Focuses on client opportunities by providing ideas and insights based on an understanding of the client's needs and their financial well-being.
Focuses on increasing client engagement and loyalty.
Manages effective network of internal and external relationships, such as community or industry relationships, to actively acquire new clients and/or expand existing clients and enhance the client experience.
Focuses on bringing entire bank to the client by presenting the full range of PNC's products and services.
Leverages reporting and sales tools to proactively identify and successfully convert sales opportunities.