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 within PNC's Institutional Asset Management Healthcare Solutions organization, you will be based in San Diego, CA, Los Angeles, CA or San Francisco, CA.
In this role, your responsibilities will include sales to Healthcare clients, as well as the support of institutional healthcare efforts. You will cultivate relationships with healthcare entities in order to develop and retain investment management business. You will represent all of IAM's products, including investments, retirement, trustee and custody services across all asset pools of healthcare entities. You will work closely with partners across and outside of the organization, to develop referrals, create new opportunities, and further develop critical relationships. You will help to position our investment capabilities to generate awareness, deliver solutions and ultimately drive new revenue.
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
Client Relationship Management - 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 - Understanding of the issues related to the decision-making process; ability to analyze situations fully and accurately, and reach productive decisions.
Effective Communications - 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 - 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 - Knowledge of and ability to utilize the tools, techniques, and acceptable business practices associated with managing a client's securities investments.
Products and Services - Knowledge of major products and services and product and service groups; ability to apply this knowledge appropriately to diverse situations.
Selling. - 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.
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.
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Equal Employment Opportunity (EEO):
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.
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