Senior Business Development Officer Institutional Asset Management
Austin, TX - USA
Job Summary
In this position you will consult with prospects to identify their needs and provide solutions including PNCs 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 network in the Austin TX and San Antonio TX regions
A results-orientated self-starter who can quickly understand client needs
Good 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 requiredPNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals.PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.
- 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 PNCs Enterprise Risk Management Framework.
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.
To learn more about these and other programs including benefits for full time and part-time employees visit.
If an accommodation is required to participate in the application process please contact us via email at . 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 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.
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.
Required Experience:
Senior IC