Business Development Advisor - Institutional Asset Management - Full-time / Part-time

Position Overview


At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. As a Business Development Advisor- Institutional Asset Management within PNC's Asset Management Group, you will be based in Dallas, Texas.

Job Profile

• Identifies prospective IAM clients and/or referral sources by educating and positioning IAM capabilities to generate awareness, deliver solutions and drive new revenue. Develops the most complex and sophisticated new client opportunities.Provides portfolio and relationship management services to institutional clients with large and complex account types. Manages accounts in accordance with investment objectives, incorporating PNCs investment approach, philosophy and platform. Responsible for delivering the PNC investment experience to clients. Responsible for maintaining and growing assets under management.
• Calls on prospects and Centers of Influence to sell the full spectrum of PNC Institutional Advisory Solutions products and services, generally at client location. 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.
• Engages with 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. Refers opportunities to PNC Capital Advisors and PNC Retirement Solutions, or any other applicable business segment, as they arise. Provides management with insight on industry trends, best practices and product needs. Meets with and educates partners to position the value of IAM capabilities. Drives team member accountability and participation.
• Responsible for providing portfolio and relationship management services to sophisticated clients with large and complex account types. Manages accounts in accordance with investment objectives that have been developed with the client, incorporating PNCs investment approach, philosophy and platform. Responsible for delivering the PNC investment experience to clients, providing actionable advice, market insight and reporting on investment results.
• Responsible for maintaining and growing assets under management. Will lead the sales efforts of the business through the introduction and expansion of financial services to the client. Executes risk management practices through the adherence to PNC's policies and procedures.

Core Competencies

Manages Risk - Working Experience

• Assesses and effectively manages all of the risks associated with their business objectives and activities to ensure activities are in alignment with the bank's and unit's risk appetite and risk management framework.

Customer Focus - Extensive Experience

• Knowledge of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions, and ability to leverage that information in creating customized customer solutions.

Job Specific Competencies

Client Relationship Management - Extensive Experience

• Knowledge and ability to determine and satisfy client needs and maintain a partnering relationship during engagements; includes influencing, communicating, presenting, facilitating, managing and developing others.

Decision Making and Critical Thinking - Extensive Experience

• Understanding of the issues related to the decision-making process; ability to analyze situations fully and accurately, and reach productive decisions.

Effective Communications - Extensive Experience

• Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors.

Investment Consulting - Extensive Experience

• Knowledge of and ability to use various techniques to design and implement investment strategies according to investment objectives as well as to provide effective portfolio management and to maximize investment returns.

Portfolio Management - Subject Matter Expertise

• Knowledge of and ability to utilize the tools, techniques, and acceptable business practices associated with managing a client's securities investments.

Products and Services - Extensive Experience

• Knowledge of major products and services and product and service groups; ability to apply this knowledge appropriately to diverse situations.

Selling. - Extensive Experience

• Applies knowledge of banking products and services to meet customer needs and enable them to achieve their financial goals. Identifies prospecting approaches to identify potential customers and create opportunities to sell financial solutions and ideas to customers.

Required Education and Experience


Roles at this level typically require a university / college degree. Higher level education such as a Masters degree, PhD, or certifications is desirable. Industry relevant experience is typically 8+ years. Specific certifications are often required. In lieu of a degree, a comparable combination of education and experience (including military service) may be considered.

EEO Statement

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