P

PNC Financial Services

Provides traditional banking and digital services

Senior Business Development Officer - Institutional Asset Management

Full-TimeUpdated on 10/2/2026
No salary listed
Senior
Bachelor's, Master's, PhD
Louisville, KY, USA
In PersonThis is an in-office role.
No H1B Sponsorship

About the job

Requirements
  • A bachelor's degree is required, or a comparable combination of education, job-specific certifications, and experience may be considered in lieu of a degree.
  • At least 8 years of industry-relevant experience is typically required.
  • Knowledge of account management, asset allocation, capital management, credit risk analysis, equity valuations, investment banking, and sales.
  • Competence in business acumen, customer experience management, decision-making and critical thinking, effective communications, financial services, managing multiple priorities, sales functions, and selling.
  • The position is subject to Section 19 of the Federal Deposit Insurance Act and, for registered roles, the SAFE Act and/or FINRA requirements concerning certain criminal history.
  • Employment visa sponsorship and STEM OPT participation are not provided.
Responsibilities
  • Identify prospective asset management clients or referral sources by educating them about and positioning asset management capabilities to generate awareness, deliver solutions, and drive new revenue.
  • Develop the most complex and sophisticated new client opportunities.
  • Call on prospects and Centers of Influence to sell the full spectrum of asset management products and services, cultivate referrals and leads, generate interest, and collaborate with partners to close sales.
  • Monitor products, pricing, the competitive landscape, industry trends, best practices, and solution knowledge to identify and pursue new opportunities, expand existing relationships, and close sales.
  • Bring ideas and suggestions to management and partners to establish and execute activities, tactics, and strategies for generating and pursuing new opportunities.
  • Meet with and educate partners to position the value of asset management capabilities.
  • Assess new business opportunities, including completing book-of-business reviews, responding to new business inquiries and requests for proposals, and maintaining territory and focus lists.
  • Drive team-member accountability and participation.
  • Maintain timely, accurate, and complete sales administration tasks.
  • Train, coach, and mentor other team members in the market when applicable.
Desired Qualifications
  • A master's degree, PhD, or relevant certifications is desirable.
  • A professional network in the Greater Louisville/Lexington region.
  • A results-oriented self-starter who can quickly understand client needs.
  • A proven track record of sales success and client development.
  • The ability to develop long-term relationships with Centers of Influence and internal partners.
  • A client-centric focus and the ability to influence and lead others to prioritize client needs.
  • Strong organizational skills, with the ability to manage multiple initiatives diligently and carefully.
  • The ability to collaborate across all levels of the organization.
  • Exceptional verbal, written communication, and presentation skills.

About the company

P

PNC Financial Services

View

PNC Financial Services is a large U.S. bank that provides a wide range of financial services for individuals, small businesses, and large corporations. It offers checking and savings accounts, credit cards, home and auto loans, and retirement planning, plus digital tools such as the PNC Virtual Wallet that combines checking, savings, and budgeting features. The product works by letting customers manage money through traditional banking products and digital tools: deposits and loans generate interest, while fees and investment income add to revenue. Compared with many peers, PNC differentiates itself through its integrated digital wallet platform and a long history of service, plus a strong emphasis on community involvement and corporate responsibility. The company's goal is to help clients reach their financial goals by providing expert advice, reliable service, and support for local communities, employees, and shareholders.

Company Size

10,001+

Company Stage

IPO

Headquarters

Pittsburgh, Pennsylvania

Founded

1845

Get referred to PNC Financial Services

See people who can refer or advise you

Simplify Jobs

Simplify's Take

What believers are saying

  • Q2 2026 revenue rose 12% to $6.9 billion, driven by loans and fees.
  • PNC lifted 2026 NII guidance to 15%-15.5% after 13% average loan growth.
  • Workplace Advantage and SBL launched in 2026, deepening employer and affluent-client relationships.

What critics are saying

  • FirstBank integration costs hit $127 million in Q2 2026, with conversion risk still live.
  • Visa derivative adjustments stayed negative $85 million in Q2 2026, tied to litigation timing.
  • The 55-branch 2026 rollout and $1.5 billion expansion strain returns if deposits lag.

What makes PNC Financial Services unique

  • PNC spans retail, commercial, wealth, and capital markets across 300+ planned branches.
  • FirstBank added 780,000 customers, 1,620 employees, and Colorado-Arizona density by June 2026.
  • PNC combines virtual wallet digital tools with relationship banking and securities-based lending.

Help us improve and share your feedback! Did you find this helpful?

Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

401(k) Retirement Plan

401(k) Company Match

Company Equity

Paid Vacation

Paid Sick Leave

Wellness Program

Professional Development Budget

Growth & Insights and Company News

Headcount

6 month growth

↑ 0%

1 year growth

↑ 0%

2 year growth

↑ 0%
MarketScreener
Sep 30th, 2026
CTO Realty Growth closes $1B unsecured credit facility, extends debt maturities to 2029

CTO Realty Growth has closed a $1.0 billion unsecured credit facility, extending its debt maturity profile and increasing total commitments by $250 million. The Winter Park, Florida-based owner and operator of open-air shopping centres will use proceeds to repay outstanding borrowings under its previous $300 million revolving credit facility and two term loans. The new facility comprises a $400 million revolving credit facility due September 2030 and four term loans ranging from $150 million each, maturing between September 2029 and March 2032. The refinancing increases the company's weighted average debt maturity to 4.3 years from 1.6 years. Initial fixed interest rates on the term loans range from 3.4% to 5.3%, based on applied SOFR swaps. The facility was provided by a syndicate led by KeyBank National Association.

Minichart
Sep 28th, 2026
Stepan secures $500M five-year credit facility, up from $450M

Stepan Company has secured a new $500 million five-year credit agreement, replacing its previous $450 million facility and boosting liquidity by $50 million. The specialty chemicals maker announced the deal on 25 September 2026. The new package comprises a $350 million multicurrency revolving credit facility and a $150 million delayed draw term loan, both maturing in September 2031. An expansion option allows Stepan to increase total capacity to $750 million if needed. Interest rates are tied to the company's net leverage ratio, with spreads ranging from 1.125% to 1.625% above benchmark rates. JPMorgan Chase Bank serves as administrative agent, with Bank of America as syndication agent. The agreement includes standard financial covenants and will finance working capital, acquisitions, capital expenditure, and general corporate purposes.

TipRanks
Sep 17th, 2026
Paylocity expands revolving credit facility to $1.75B with PNC Bank

Paylocity has entered into an amended and restated revolving credit agreement establishing a $1.75 billion senior secured facility with PNC Bank and other lenders, replacing a prior 2019 agreement. The facility matures on 17 September 2031 and had $81.25 million outstanding on the effective date. The agreement allows Paylocity to request up to $875 million in additional revolving commitments and up to two one-year maturity extensions, subject to lender approval. Proceeds may be used for working capital, capital expenditures, general corporate purposes, permitted acquisitions, investments, distributions, and share repurchases. The facility is guaranteed by material subsidiaries and secured by substantially all assets of Paylocity and the guarantors. Financial covenants require a maximum net total leverage ratio of 4.0x and a minimum interest coverage ratio of 2.0x.

U.S. Securities and Exchange Commission
Sep 14th, 2026
S-1

As filed with the Securities and Exchange Commission on November 10, 2020.

Kalkine Media
Sep 9th, 2026
Limbach Holdings secures $300M credit facility with PNC Bank, replacing Wintrust agreement

Limbach Holdings announced on 9 September 2026 that its subsidiary, Limbach Facility Services, secured a $300 million credit facility with PNC Bank. The agreement replaces a previous $125 million revolving credit facility with Wheaton Bank & Trust Company. The new facility comprises a $200 million revolving credit facility, a $50 million term loan, and a $50 million delayed draw term loan. It matures on 9 September 2031. Limbach used proceeds from the PNC facility to repay approximately $118.1 million of principal from the terminated Wintrust Credit Agreement. The company may request additional commitments up to $150 million or 100% of consolidated EBITDA, subject to conditions. No early termination penalties or prepayment fees were incurred.