Business Development Officer III - Financial Wellness Solutions

PNC Financial Services Group; Cincinnati (OH); Vor Ort; USD 70.000 - 130.000; Vollzeit

Zusammenfassung

PNC Financial Services Group seeks a Business Development Officer III within the Financial Wellness Solutions organization. Based in a PNC location, you will lead the development and expansion of national broker and consultant partnerships for health and benefit accounts, building strategic relationships with industry influencers to expand market presence and growth.

You will collaborate with internal partners to translate insights into growth opportunities, strengthen client and partner

Qualifikationen

• 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 may be considered.

Aufgaben

• Manages effective network of internal and external relationships to actively acquire new client relationships and/or expand existing client relationships.
• Engages with management and/or partners to establish and execute the appropriate activities to generate, identify and pursue new opportunities and successfully close the sale.
• Leads meetings to educate partners to position the value of Retail capabilities and assess new business opportunities including book of business reviews, responses to RFPs, and maintaining territory lists.
• Maintains timely, accurate and complete sales administration tasks as determined by the business. May train, coach and/or mentor new team members.

Kenntnisse

Account Management

Asset Allocation

Capital Management

Credit Risk Analysis

Equity Valuations

Investment Banking

Sales

Ausbildung

Bachelors

Jobbeschreibung

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(n) [position title] within PNC's [name of division] organization, you will be based in [city/state location of position].

Job Profile

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 Officer III within PNC's Financial Wellness Solutions organization, you will be based in a PNC location.

PNC Financial Wellness Solutions partners with employers to enhance the financial well-being of their workforce through a comprehensive suite of benefit and financial wellness solutions, including HSAs, FSAs, HRAs, student debt programs, earned wage access, and financial education offerings.

The Business Development Officer will lead the development and expansion of national broker and consultant partnerships for PNC's health and benefit accounts and the broader PNC Financial Wellness Solutions. This individual will build and deepen strategic relationships with key firms and industry influencers to expand market presence, increase awareness, generate referrals, and create sustainable new business opportunities.

Working closely with internal partners, the Business Development Officer will strategically cultivate these relationships, connecting the right expertise, capabilities, and resources to strengthen engagement and position PNC Financial Wellness Solutions as a valued partner within the broker and consultant community.

The Business Development Officer will also bring significant industry perspective and market insight to the role, maintaining a strong understanding of emerging trends, evolving client needs, and relevant policy developments. They will translate those insights into opportunities to influence solution strategy, enhance the client and partner experience, and identify new avenues for growth.

Through strong external relationships and effective internal partnership, this leader will help establish a scalable national broker and consultant network that serves as a meaningful source of referral, pipeline, and long-term growth for Financial Wellness Solutions.

Additional locations within the PNC footprint may be considered.

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.

Job Description

• Manages effective network of internal and external relationships, such as community or industry relationships, to actively acquire new client relationships and/or expand existing client relationships. Cultivates referrals/leads, generates interest and collaborates with partners to close the sale.


• Engages with management and/or partners to establish and execute the appropriate activities, tactics and strategies to generate, identify and pursue new opportunities and successfully close the sale. Provides management with insight on industry trends, best practices and product needs.


• Leads meetings to educate partners to position the value of Retail capabilities. Assesses new business opportunities on a consistent basis, including completing book of business reviews, responding to new business inquiries and requests for proposals, and maintaining territory/focus lists. Drives team member accountability and participation.


• Maintains timely, accurate and complete sales administration tasks as determined by the business. May train, coach and/or mentor new team members.

PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:

• 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.

Qualifications

Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.

Preferred Skills

Account Management, Asset Allocation, Capital Management, Credit Risk Analysis, Equity Valuations, Investment Banking, Sales

Competencies

Business Acumen, Customer Experience Management, Decision Making and Critical Thinking, Effective Communications, Financial Services Industry, Managing Multiple Priorities, Negotiating, Sales Function, Selling.

Work Experience

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.

Education

Bachelors

Certifications

No Required Certification(s)

Licenses

No Required License(s)

Language Assessments

No Required or Preferred Language Assessments

Pay Transparency

Base Salary: $70,000.00 - $130,000.00

Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance.

Application Window

Generally, this opening is expected to be posted for two business days from 10/16/2026, although it may be longer with business discretion.

Benefits

PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: 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.

In addition, PNC generally provides the following paid time off, depending on your eligibility: 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.

To learn more about these and other programs, including benefits for full time and part-time employees, visit pncthrive.com.

Disability Accommodations Statement

If an accommodation is required to participate in the application process, please contact us via email at [e-mail]. Please include 'accommodation request' in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call 877-968-7762 and say \"Workday\" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.

At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.

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 (FDIA) 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 the hiring of individuals with certain criminal history.

California Residents

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