Regional Sales Manager - PNC Wealth Management

PNC Financial Services Group, Inc.

Pittsburgh (Allegheny County)

Hybrid

USD 120,000 - 190,000

Full time

4 days ago
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Benefits offered by this job

401(k) match
Medical/dental/vision benefits
Paid time off and holidays

Job summary

PNC Wealth Management in Pittsburgh seeks a Regional Sales Manager to lead a high-performing team, drive new client acquisition and deepen existing relationships with affluent clients. You will develop sales plans, coach staff, and coordinate across product lines to deliver tailored financial solutions.

Successful candidates will manage risk, optimize client outcomes, and expand the firm's network by leveraging senior relationships and market opportunities.

Qualifications

  • Requires FINRA Series 7, 24 (or 9,10) and 66 (or 63,65) licenses.
  • Bachelor's degree in a related discipline required.
  • 8+ years of industry experience with 5+ years in management.
  • Proven leadership and client relationship skills in wealth management.

Responsibilities

  • Manages and directs a team to achieve sales and client experience goals.
  • Develops and oversees account and sales plans to acquire and expand client relationships.
  • Coordinates daily activities of team members engaged in client management.
  • Manages risk/return and credit considerations for clients within policy.
  • Leverages internal relationships to cross-sell products and services.

Skills

Leadership
Sales management
Risk management
Customer relationship management
Strategic planning

Education

Bachelor's degree

Tools

CRM software

Job description

Regional Sales Manager - PNC Wealth Management### Regional Sales Manager - PNC Wealth ManagementApply: PA - Pittsburgh (15222): Full time: Posted Today: R235959# **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 Regional Sales Manager within PNC Wealth Management, you will be based in Pittsburgh, PA at One PNC Plaza.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 and directs a team to achieve business results and customer experience goals. May have direct sales and client responsibilities. Oversees the execution of strategy.* Leads and coordinates the daily activities of team members engaged in customer and/or prospect management activities. Achieves business results, attracts new customers and/or grows existing customer relationships by coaching and managing to defined strategies and tactics. Develops and oversees the execution of account and sales plans. May have direct sales and client responsibilities.* Manages risk/return and drives quality for new and/or existing clients. Actively identifies and mitigates different types of risk, such as regulatory, reputational, operational and credit risks.* Manages effective network of senior 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 the full range of PNC's products and services to the client. Leverages reporting and sales tools to proactively identify and successfully convert sales opportunities.* Develops team members while monitoring progress against individual goals. Motivates and develops staff, including acquiring top talent and managing performance-based issues. Effectively plans, organizes, directs, analyzes and evaluates staff and processes. Connects strategy to day-to-day activities and updates the team on a regular basis.* As defined with the business, coaches team members on skills needed to analyze, evaluate and mitigate credit risk and to lead others on credit requests by utilizing advanced knowledge of credit fundamentals and internal credit policies.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.PNC also has fundamental expectations of our people managers. As a manager of talent in PNC, you will be expected to:* **Include Intentionally** - Cultivates diverse teams and inclusive workplaces to expand thinking.* **Live the Values** - Role models our values with transparency and courage.* **Enable Change** - Takes action to drive change and innovation that will transform our business.* **Achieve Results** - Takes personal ownership to deliver results. Empowers and trusts others in decision making.* **Develop the Best** - Raises the bar with every talent decision and guides the achievement of all employees and customer.# **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.## **Competencies**Conflict Management, Decision Making and Critical Thinking, Effective Communications, Managing Multiple Priorities, Sales Management, Selling.## **Work Experience**Roles at this level typically require a university / college degree. Higher level education such as a Masters degree, PhD, or certifications is desirable. Industry-relevant experience is typically 8+ years. At least 5 years of prior management experience is typically required. Proven leadership experience with a moderate to large scope of responsibility is 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**FINRA Series 7, 24 (or 9,10) and 66 (or 63,65) required.## **Language Assessments**No Required or Preferred Language Assessments# **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 AccommodationRequest@pnc.com. 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.
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