Senior Business Development Lead – Financial Wellness

PNC Financial Services Group; Birmingham (AL); On-site; USD 70,000 - 130,000; Full time

Benefits offered by this job

401(k) with company match

Comprehensive benefits

Job summary

PNC Financial Services Group is seeking a strategic Business Development Officer III to lead national broker and consultant partnerships for the Financial Wellness Solutions portfolio. You will build relationships with firms and industry influencers to expand market presence, referrals, and sustainable new business opportunities.

The role requires 5+ years in the industry, strong account management and sales skills, and a proven track record in financial services.

Qualifications

• Roles at this level typically require a university / college degree, with 5+ years of industry-relevant experience.
• Bachelor's degree specified under Education.
• No required Certification(s) or License(s).
• No language assessments required.

Responsibilities

• 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.

Skills

Account Management

Asset Allocation

Capital Management

Credit Risk Analysis

Equity Valuations

Investment Banking

Sales

Customer Focused

Education

Bachelor's degree

Job description

PNC Financial Services Group is seeking a strategic Business Development Officer III to lead national broker and consultant partnerships for the Financial Wellness Solutions portfolio. You will build relationships with firms and industry influencers to expand market presence, referrals, and sustainable new business opportunities.

The role requires 5+ years in the industry, strong account management and sales skills, and a proven track record in financial services.