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PNC Financial Services

Runs a national bank for people and businesses

Regional Sales Coordinator - Institutional Asset Management

Sales OperationsConfirmed live in the last 24 hours
Full-timeWashington, DC, USA

About the Job

Requirements

  • The role typically requires a university or college degree and at least 2 years of relevant professional experience; a comparable combination of education, job-specific certifications, and experience, including military service, may be considered in lieu of a degree.

Responsibilities

  • Support the market’s sales efforts for Institutional Asset Management clients and provide administrative support.
  • Prepare sales reporting and analysis, including weekly pipeline reporting, distribution, pipeline hygiene, dashboard maintenance, forecasting support, and escalation of gaps or stalled opportunities.
  • Assist investment teams in producing quarterly client reports.
  • Support new business presentations with client research, presentation-deck preparation, and coordination of marketing materials, including PowerPoint presentations.
  • Coordinate events by maintaining event calendars, marketing lists, RSVP records, and associated data; manage logistics, invitations, name cards, QR codes, badges, venues, catering, costs, and funding-source confirmation.
  • Maintain referral tracking, partnership activity, and the referral playbook; maintain sales-related data in the customer relationship management system.
  • Process invoices and expense reports.
  • Anticipate market needs and develop and execute sales programs for sales officers to maximize interest and effectiveness in the sales process; support the line of business in executing business strategies.
  • Develop sales tactics and programs, such as sales blitzes, market-specific events, sales meetings, and mailings, to generate revenue by targeting prospects, Centers of Influence, and customers; review existing sales and product reports and obtain sales leadership approval.
  • Plan and execute market sales tactics and programs, coordinate with internal and external stakeholders, and track program effectiveness.
  • Manage ongoing corporate sales development initiatives, such as the new client welcome program and Tuneup report.
  • Translate market intelligence into usable information and actionable items for the sales force; support sales-force communications and help educate the sales force on new topics.
  • Apply customer-focused knowledge and practices to prioritize customer needs and satisfaction and create customized customer solutions.
  • Assess and manage risks associated with business objectives and activities in accordance with the Enterprise Risk Management Framework.

Desired Qualifications

  • Preferred skills include account management, financial modeling, go-to-market strategies, group problem solving, sales leadership, sales process, sales tactics, and sales training programs.

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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