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Senior Business Development Officer - Institutional Asset Management

Senior Business Development Officer - Institutional Asset Management

PNCAtlanta, GA, US
30+ days ago
Job type
  • Full-time
  • Part-time
Job description

Position Overview

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. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued, and have an opportunity to contribute to the company's success. As a Senior Business Development Officer within PNC's Institutional Asset Management organization, you will be based in Atlanta, GA. This position is primarily based in a PNC location. Responsibilities require time in the office or in the field on a regular basis. Some responsibilities may be performed remotely, at manager's discretion. In this position, you will consult with prospects to identify their needs and provide solutions including PNC's OCIO, 401(k), Custody, and proprietary fixed income solutions. Prospects include nonprofits, corporations, and both DB and 401(k) plans.

Preferred skills / experience :

  • Proven track record of winning new business from institutional investors
  • Professional and community networks in Greater Atlanta region
  • A results-oriented self-starter who can quickly understand client needs
  • Strong organizational skills with an emphasis on being able to manage multiple initiatives with diligence and care
  • Ability to develop long-term relationships with centers of influence and internal partners
  • Have a client-centric focus and the ability to influence and lead others to prioritize in this way
  • Ability to collaborate across all levels of the organization
  • Exceptional verbal, written communication, and presentation skills
  • CFA designation is beneficial, but not required

Job Description

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 bring ideas and suggestions to management and / or partners to establish and execute the 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 market if applicable.

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 Framework.
  • Qualifications

    Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications / licensures needed to be successful in this position.

    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.

    Work Experience

    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.

    Education

    Bachelors

    Certifications

    No Required Certification(s)

    Licenses

    No Required License(s)

    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. In addition, PNC generally provides the following paid time off, depending on your eligibility : maternity and / or parental leave; up to 11 paid holidays each year; 8 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.

    To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards.

    Disability Accommodations Statement

    If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call 877-968-7762 and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.

    At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.

    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.

    This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and / or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.

    California Residents

    Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

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