Business Development Officer Sr - Wealth Management
Company: PNC Financial Services Group
Posted on: September 13, 2019
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. As a Business Development
Officer Sr - Wealth Management within PNC's Asset Management Group
organization, you will be based in Indianapolis, IN.
- Drives new client acquisition in new and existing markets.
Identifies external pipeline of prospective AMG clients or referral
sources by educating about and positioning AMG capabilities.
Develops the most complex and sophisticated new client
opportunities. Works independently with minimal supervision.
- Calls on new prospects as well as key centers of influence to
position the full spectrum of AMG products and services and meet
client needs. Cultivates referrals/leads, generates interest and
collaborates with partners to onboard new clients.
- Engages with management and/or partners to establish and
execute the appropriate activities, tactics and strategies to
identify and pursue new opportunities and successfully onboard new
clients. Provides management with insight on industry trends, best
practices and product needs.
- Identifies the appropriate customer base and develops and
implements a marketing strategy and plan. Manages the sales
process, identifies the service team and facilitates the transition
from prospect to client.
- Maintains timely, accurate and complete sales administration
tasks as determined by the business.
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
CompetenciesBusiness Acumen Knowledge, insight, and understanding
of business concepts, tools, and processes that are needed for
making sound decisions in the context of the company's business;
ability to apply this knowledge appropriately to diverse
Customer Experience Management. Implements the strategies and
techniques used to ensure that customers have a positive experience
with the organization and its products and services at every touch
Decision Making and Critical Thinking Understanding of the issues
related to the decision-making process; ability to analyze
situations fully and accurately, and reach productive
Effective Communications Understanding of effective communication
concepts, tools and techniques; ability to effectively transmit,
receive, and accurately interpret ideas, information, and needs
through the application of appropriate communication behaviors.
Financial Services Industry Knowledge of financial services
industry trends, directions, major issues, regulatory
considerations and trendsetters; ability to provide specific
financial knowledge and experience to help organizational
Managing Multiple Priorities Ability to manage multiple concurrent
objectives, projects, groups, or activities, making effective
judgments as to prioritizing and time allocation.
Sales Function Knowledge of and the ability to conduct daily and
strategic activities in an organization's sales function.
Sales Negotiating Applies successful financial sale solutions to
negotiation concepts and techniques; ability to negotiate
successfully across the organization and with customers in a
constructive and collaborative manner. Negotiate structures and
closes customer sales.
Selling. Applies knowledge of banking products and services to meet
customer needs and enable them to achieve their financial goals.
Identifies prospecting approaches to identify potential customers
and create opportunities to sell financial solutions and ideas to
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. Specific certifications are often required. In
lieu of a degree, a comparable combination of education and
experience (including military service) may be considered.
Disability Accommodations Statement
The PNC workplace is inclusive and supportive of individual needs.
If you have a physical or other impairment that might require an
accommodation, including technical assistance with the PNC Careers
website or submission process, please call 877-968-7762 and select
Option 4: Recruiting or contact us via email at
The Human Resources Service Center hours of operation are Monday -
Friday 9:00 AM to 5:00 PM ET.
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.
Keywords: PNC Financial Services Group, Indianapolis , Business Development Officer Sr - Wealth Management, Executive , Indianapolis, Indiana
Didn't find what you're looking for? Search again!