Wealth Management Regional Sales Leader

PNC Financial Services Group, Inc.; Pittsburgh (Allegheny County); Hybrid; USD 120,000 - 190,000; Full time

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

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.