Business Development Manager - Financial Wellness Solutions
PNC, Walnut Creek, CA, United States
Position Overview
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We foster an inclusive workplace culture where employees feel respected, valued, and can contribute to the company’s success. As a Business Development Manager within PNC’s Financial Wellness Solutions, you will be primarily based in Walnut Creek, CA, San Francisco, CA or San Jose, CA.
Job Description
Acquire new clients across financial wellness solutions and grow sales, revenue, and market share.
Acquire, expand, and retain client relationships to generate revenue and deepen share of wallet; handle origination, financial analysis, negotiation, and documentation of non‑credit products and services.
Manage risk/return and drive quality for new and existing clients; identify and mitigate regulatory, reputational, and operational risks.
Provide ideas and insights based on client needs and financial well‑being to increase engagement and loyalty.
Build internal and external networks, including community and industry relationships, to acquire new clients and expand existing ones; leverage sales tools to identify and convert opportunities.
Analyze, evaluate, and inform on financial wellness solutions product knowledge, industry benchmarking, and solution positioning.
Qualifications
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for the role. Key requirements include:
University/college degree and 3+ years of relevant industry experience.
Strong client relationship building, credit, customer engagement, decision‑making, and financial analysis skills.
Tech‑savvy and proficient in using sales tools.
No required certifications or licenses.
Preferred Skills
Book of Business development
Client relationship building
Credit and credit product knowledge
Customer engagement
Decision making, financial analysis, and identifying sales opportunities
Benefits
PNC offers a comprehensive range of benefits to meet your needs now and in the future.
Medical/prescription drug coverage with a Health Savings Account feature.
Dental and vision options.
Life insurance for employee and spouse/child.
Short and long‑term disability protection.
401(k) with PNC match, pension, and stock purchase plans.
Dependent care reimbursement account and backup child/elder care.
Adoption, surrogacy, and doula reimbursement.
Educational assistance, including select programs fully paid.
Robust wellness program with financial incentives.
Paid time off: maternity/parental leave; up to 11 paid holidays; up to 9 occasional absence days; 15–25 vacation days depending on career level.
Disability Accommodations Statement
If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com or call 877‑968‑7762 and say "Workday" for assistance. All information provided will be kept confidential and used only for reasonable accommodations.
Equal Employment Opportunity
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 FDIA and related regulatory requirements.
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At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We foster an inclusive workplace culture where employees feel respected, valued, and can contribute to the company’s success. As a Business Development Manager within PNC’s Financial Wellness Solutions, you will be primarily based in Walnut Creek, CA, San Francisco, CA or San Jose, CA.
Job Description
Acquire new clients across financial wellness solutions and grow sales, revenue, and market share.
Acquire, expand, and retain client relationships to generate revenue and deepen share of wallet; handle origination, financial analysis, negotiation, and documentation of non‑credit products and services.
Manage risk/return and drive quality for new and existing clients; identify and mitigate regulatory, reputational, and operational risks.
Provide ideas and insights based on client needs and financial well‑being to increase engagement and loyalty.
Build internal and external networks, including community and industry relationships, to acquire new clients and expand existing ones; leverage sales tools to identify and convert opportunities.
Analyze, evaluate, and inform on financial wellness solutions product knowledge, industry benchmarking, and solution positioning.
Qualifications
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for the role. Key requirements include:
University/college degree and 3+ years of relevant industry experience.
Strong client relationship building, credit, customer engagement, decision‑making, and financial analysis skills.
Tech‑savvy and proficient in using sales tools.
No required certifications or licenses.
Preferred Skills
Book of Business development
Client relationship building
Credit and credit product knowledge
Customer engagement
Decision making, financial analysis, and identifying sales opportunities
Benefits
PNC offers a comprehensive range of benefits to meet your needs now and in the future.
Medical/prescription drug coverage with a Health Savings Account feature.
Dental and vision options.
Life insurance for employee and spouse/child.
Short and long‑term disability protection.
401(k) with PNC match, pension, and stock purchase plans.
Dependent care reimbursement account and backup child/elder care.
Adoption, surrogacy, and doula reimbursement.
Educational assistance, including select programs fully paid.
Robust wellness program with financial incentives.
Paid time off: maternity/parental leave; up to 11 paid holidays; up to 9 occasional absence days; 15–25 vacation days depending on career level.
Disability Accommodations Statement
If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com or call 877‑968‑7762 and say "Workday" for assistance. All information provided will be kept confidential and used only for reasonable accommodations.
Equal Employment Opportunity
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 FDIA and related regulatory requirements.
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