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Jobs · Finance · Kentucky

Senior Business Development Officer - Institutional Asset Management

PNC · Louisville, KY · 2 wk ago
On-siteFinanceFull-time

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are united in delivering the best experience for our customers and fostering an inclusive workplace culture where all employees feel respected, valued, and have the opportunity to contribute to the company’s success.

About the role

As a Senior Business Development Officer within PNC's Institutional Asset Management organization, you will be based in Louisville, KY. In this position, you will consult with prospects to identify their needs and provide solutions including PNC's OCIO, 401(k), and proprietary fixed income solutions. Prospects include nonprofits, corporations, and both defined benefit and 401(k) plans.

  • Identifies prospective AMG clients or referral sources by educating about and positioning AMG capabilities to generate awareness, deliver solutions, and drive new revenue.
  • Develops the most complex and sophisticated new client opportunities.
  • Calls on prospects and Centers of Influence to sell the full spectrum of AMG products and services, generally at client location and either self-initiated or referred by internal/external partners.
  • Cultivates referrals/leads, generates interest, and collaborates with partners to close the sale.
  • Observes products, pricing, competitive landscape, and brings ideas and suggestions to management and/or partners to establish and execute appropriate activities, tactics, and strategies to generate, identify, and pursue new opportunities and successfully close the sale.
  • Uses insight on industry trends, best practices, and solution knowledge to obtain new clients and expand existing relationships.
  • Meets with and educates partners to position the value of AMG 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.
  • Expected to train, coach, and/or mentor other team members in the market if applicable.

PNC employees are expected to be customer-focused, knowledgeable of 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. Employees must also assess and effectively manage all risks associated with their business objectives and activities to ensure adherence to PNC's Enterprise Risk Management Framework.

Requirements

  • Professional network in the Greater Louisville/Lexington region.
  • A results-oriented self-starter who can quickly understand client needs.
  • Proven track record of sales success and client development.
  • Ability to develop long-term relationships with centers of influence and internal partners.
  • Client-centric focus with the ability to influence and lead others to prioritize in this way.
  • Good organizational skills with an emphasis on managing multiple initiatives with diligence and care.
  • Ability to collaborate across all levels of the organization.
  • Exceptional verbal, written communication, and presentation skills.

Qualifications

  • 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, job-specific certification(s), and experience (including military service) may be considered.
  • Bachelor's degree.

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
  • Sales Function
  • Selling

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.
  • Paid time off, including:
    • 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.

PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.

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