Business Development Manager - Financial Wellness Solutions

PNC; Portland (OR); On-site; USD 80,000 - 100,000; Full time

Benefits offered by this job

Medical coverage

Dental and vision options

401(k) with match

Paid time off

Flexible vacation days

Job summary

PNC is seeking a Business Development Manager in Portland, OR. This role focuses on driving financial wellness programs for clients, leveraging extensive analytical and relationship-building skills.

The ideal candidate will possess at least 3 years of relevant experience, with a strong understanding of financial wellness solutions and the ability to expand client relationships, offering a range of benefits including medical coverage, 401(k), paid time off, and more.

Qualifications

• 3+ years of relevant or direct industry experience.
• Experience in selling financial wellness solutions.
• Strong analytical, decision-making, and communication skills.

Responsibilities

• Acquire, expand, and retain client relationships to generate revenue.
• Manage risk/return and drive quality for new and existing clients.
• Provide insights based on clients’ needs and financial well-being.
• Build an effective network of relationships to acquire new clients.
• Leverage reporting and sales tools to identify sales opportunities.

Skills

Client relationship building

Analytical skills

Communication skills

Education

University or college degree

Tools

Sales tools

Job description

Position Overview

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 Business Development Manager, within PNC’s Financial Wellness Solutions, you will be primarily based in Portland, OR.

Job ID: R225667

Job Description

PNC Financial Wellness Solutions offers a comprehensive suite of solutions to meet the needs of various businesses and their employees. As a Business Development Manager, you will be responsible for working directly with clients to develop and drive a financial wellness program aligned with organizational goals and objectives.

In this role, you will provide innovative solutions including health and benefit accounts, student debt solutions, earned wage access, and other financial wellness offerings. You will employ a consultative sales approach to acquire new business relationships and work directly with knowledgeable client services teams and partners to support the growth of a book of business.

Experience selling to one or more of the following areas is preferred: professional services, manufacturing, healthcare, wholesale, general services.

• Acquire, expand, and retain client relationships to generate revenue and deepen share of wallet, handling origination, financial analysis, negotiation, and documentation of non‑credit products and services.
• Manage risk/return and drive quality for new and/or existing clients, actively identifying and mitigating regulatory, reputational, and operational risks.
• Provide ideas and insights based on an understanding of clients’ needs and financial well‑being, increasing engagement and loyalty.
• Build an effective network of internal and external relationships, including community and industry relationships, to acquire new clients, expand existing clients, and enhance client experience.
• Leverage reporting and sales tools to proactively identify and convert sales opportunities.
• Analyze, evaluate, and inform on financial wellness solutions product knowledge, industry benchmarking, and solution positioning.

Qualifications

Minimum:

• University or college degree with 3+ years of relevant or direct industry experience.
• Experience in selling financial wellness solutions, including client relationship building and prospecting.
• Strong analytical, decision‑making, and communication skills.

Preferred:

• Book of Business development experience.
• Knowledge of credit processes, credit products, and financial analysis.
• Tech savvy and comfortable using sales tools.

Benefits

Benefits include medical, prescription drug coverage with a Health Savings Account feature, dental and vision options, life insurance, short and long‑term disability protection, 401(k) with match, pension and stock purchase plans, dependent care reimbursement account, back‑up child/elder care, adoption, surrogacy, and doula reimbursement, educational assistance, a robust wellness program with financial incentives, paid time off, maternity and parental leave, up to 11 paid holidays each year, 9 occasional absence days, and 15‑25 vacation days depending on career level and years of service.

Disability Accommodations Statement

If an accommodation is required to participate in the application process, please contact us via email at [e-mail]. Include “accommodation request” in the subject line with your name, job ID, and preferred method of contact. Alternate contact: 877‑968‑7762. All information will be kept confidential and used only to provide reasonable accommodations.

Equal Employment Opportunity (EEO)

PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit hiring individuals with certain criminal history.

California Residents

Refer to the California Consumer Privacy Act Privacy Notice for how PNC may use or disclose personal information in our hiring practices.