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PNC Financial Services

Runs a national bank for people and businesses

Wealth Advisor Regional Sales Manager

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours
Full-time$123.2k - $200k

About the Job

Requirements

  • A university or college degree is typically required; a comparable combination of education, job-specific certifications, and experience, including military service, may be considered in lieu of a degree.
  • Typically, at least 8 years of industry-relevant experience is required.
  • Typically, at least 5 years of prior management experience is required.
  • Proven leadership experience with a moderate to large scope of responsibility is required.
  • Required licenses include FINRA Series 7, Series 24 or Series 9 and 10, and Series 66 or Series 63 and 65.
  • The role requires knowledge and ability in conflict management, decision making and critical thinking, effective communications, managing multiple priorities, sales management, and selling.
  • Candidates must demonstrate customer focus by applying knowledge of customer needs and satisfaction to create customized customer solutions.
  • Candidates must assess and manage risks associated with business objectives and activities in alignment with the PNC Enterprise Risk Management Framework.

Responsibilities

  • Manage and direct a team to achieve business results and customer experience goals, potentially including direct sales and client responsibilities, and oversee strategy execution.
  • Lead and coordinate team members’ daily customer and prospect management activities; coach and manage to strategies and tactics to achieve results, attract new customers, and grow existing customer relationships.
  • Develop and oversee account and sales plans, with potential direct sales and client responsibilities.
  • Manage risk and return and drive quality for new and existing clients by identifying and mitigating regulatory, reputational, operational, and credit risks.
  • Develop and maintain senior internal and external relationships, including community and industry relationships, to acquire new clients, expand existing clients, and enhance the client experience.
  • Bring the full range of PNC products and services to clients; use reporting and sales tools to identify and convert sales opportunities.
  • Develop team members and monitor progress against individual goals; motivate and develop staff, acquire talent, and manage performance-based issues.
  • Plan, organize, direct, analyze, and evaluate staff and processes; connect strategy to day-to-day activities and regularly update the team.
  • Coach team members on skills for analyzing, evaluating, and mitigating credit risk, and for leading others on credit requests, using advanced knowledge of credit fundamentals and internal credit policies.

Desired Qualifications

  • Higher-level education, such as a master's degree, PhD, or certifications, is desirable.

About the Company

PNC Financial Services

Runs a national bank for people and businesses

PNC Financial Services runs one of the largest banks in America, serving households and businesses of every size through branches, apps, and corporate bankers. Acquisitions turned it from a regional lender into a coast-to-coast bank, notably its purchases of National City during the 2008 financial crisis and BBVA USA in 2021. Consumers keep checking and savings accounts, such as Virtual Wallet with its built-in budgeting tools, and take out mortgages and credit cards, while companies borrow and manage cash through PNC. It earns most of its money on the gap between loan interest and deposit costs, and the rest from fees. PNC traces its roots to a savings bank founded in 1845 and is based in Pittsburgh, Pennsylvania.

Company size
10,001+
Company stage
IPO
Headquarters
Pittsburgh, PA
Founded
1845

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