PNC · 4 days ago
Sales Leader II Wealth Management
PNC is a financial services company that emphasizes a collaborative and supportive workplace culture. The Sales Leader II in Wealth Management will manage a team to achieve business results and enhance customer experience, while also overseeing strategy execution and developing team members.
BankingFinanceFinancial Services
Responsibilities
Manages and directs a team to achieve business results and customer experience goals. May have direct sales and client responsibilities. Oversees the execution of strategy
Leads and coordinates the daily activities of team members engaged in customer and/or prospect management activities. Achieves business results, attracts new customers and/or grows existing customer relationships by coaching and managing to defined strategies and tactics. Develops and oversees the execution of account and sales plans. May have direct sales and client responsibilities
Manages risk/return and drives quality for new and/or existing clients. Actively identifies and mitigates different types of risk, such as regulatory, reputational, operational and credit risks
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 the full range of PNC's products and services to the client. Leverages reporting and sales tools to proactively identify and successfully convert sales opportunities
Develops team members while monitoring progress against individual goals. Motivates and develops staff, including acquiring top talent and managing performance-based issues. Effectively plans, organizes, directs, analyzes and evaluates staff and processes. Connects strategy to day-to-day activities and updates the team on a regular basis
As defined with the business, coaches team members on skills needed to analyze, evaluate and mitigate credit risk and to lead others on credit requests by utilizing advanced knowledge of credit fundamentals and internal credit policies
Qualification
Required
University / college degree
Industry-relevant experience is typically 8+ years
At least 5 years of prior management experience is typically required
Proven leadership experience with a moderate to large scope of responsibility is required
FINRA Series 7, 24 (or 9,10) and 66 (or 63,65) required
Conflict Management
Decision Making and Critical Thinking
Effective Communications
Managing Multiple Priorities
Sales Management
Selling
Preferred
Higher level education such as a Masters degree, PhD, or certifications is desirable
In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered
Benefits
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
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
Company
PNC
PNC is a financial service company providing bank deposits products and services to its community.
Funding
Current Stage
Public CompanyTotal Funding
unknown1975-11-17IPO
Leadership Team
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