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Business Development Manager III - Financial Wellness Solutions

PNC Financial Services Atlanta, United States
Employment contract Full-time On-site work

Publication date: 01/09/2026

Sets client acquisition strategies and directs new client sales activities across financial wellness solutions. Emphasis is on growing sales, revenue and market share with relevant sales goals. Typically works with clients with advanced levels of risk and complexity of needs. Works independently and may mentor other team members. Creates and drives strategy to acquire and/or expand and retain client relationships to generate revenue and deepen share of wallet. Handles the origination, financial analysis, negotiation and documentation of non-credit products and services. Manages risk/return and drives quality for new and/or existing clients. Actively identifies and mitigates different types of risk, such as regulatory, reputational, and operational risks. Focuses on client opportunities by providing ideas and insights based on an understanding of the client's needs and their financial well-being. Drives client engagement and loyalty through strategic dialogue and opportunity quantification. Generates ideas and best practices within financial wellness solutions and may mentor others. 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 entire bank to the client by presenting the full range of PNC's products and services. Leverages reporting and sales tools to proactively identify and successfully convert sales opportunities. As defined with the business, demonstrates ability to analyze, evaluate and inform on complex financial wellness solutions product knowledge, industry benchmarking, and solutions positioning.

Responsibilities

Drive new client acquisition and solution expansion by delivering financial wellness offerings aligned to complex organizational needs; Support the Relationship Manager (RM) book of business, working with assigned Relationship Managers to pursue opportunities with existing clients and targeted prospects within Large Corporate, Diversified Industries Group (DIG), and Financial Institutions Group (FIG) segments; Identify, qualify, and advance opportunities using a consultative sales approach, leading efforts from initial engagement through close; Position differentiated financial wellness solutions to senior decision-makers and key stakeholders; Close new business and expand existing client relationships in partnership with internal teams; Build market presence through professional networking and collaboration with Centers of Influence (COIs), brokers, and strategic partners; Travel within the supported territory to meet with Relationship Managers, clients, prospects, and partners; Set client acquisition strategies and direct new client sales activities across financial wellness solutions; Manage risk/return and drive quality for new and/or existing clients; Manage effective network of senior internal and external relationships

Requirements

Business Acumen; Client Relationship Management; Customer Experience Management; Decision Making and Critical Thinking; Effective Communications; Sales Negotiating; Selling; Tech Savvy; University/college degree; Industry relevant experience typically 8+ years; Bachelors

Nice to have

Higher level education such as a Masters degree, PhD, or certifications is desirable; Preferred experience includes origination and closing of new business within one or more of the following sectors: professional services, manufacturing, healthcare, wholesale, or general services

Benefits

Medical/prescription drug coverage with 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; Wellness program with financial incentives; Maternity and/or parental leave; Up to 11 paid holidays each year; 9 occasional absence days each year; 15 to 25 vacation days each year depending on career level and years of service
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