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About the Role
In this position, you will consult with prospects to identify their needs and provide solutions including PNC's OCIO, 401(k), Custody and proprietary fixed income solutions. Prospects include nonprofits, corporations and both DB and 401(k) plans.
Responsibilities
- Identifies prospective AMG clients or referral sources by educating about and positioning AMG capabilities to generate awareness, deliver solutions and drive new revenue.
- Develops the most complex and sophisticated new client opportunities.
- Calls on prospects and Centers of Influence to sell the full spectrum of AMG products and services, generally at client location and either self-initiated or referred by internal/external partners.
- Cultivates referrals/leads, generates interest and collaborates with partners to close the sale.
- Observes products, pricing, competitive landscape and bring ideas and suggestions to 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.
- Uses insight on industry trends, best practices and solution knowledge to obtain new clients and expand existing relationships.
- Meets with and educates partners to position the value of AMG capabilities.
- 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.
- Drives team member accountability and participation.
- Maintains timely, accurate and complete sales administration tasks as determined by the business.
- Expected to train, coach and/or mentor other team members in market if applicable.
Requirements
- Proven track record of winning new business from institutional investors
- Professional network in the Austin, TX and San Antonio, TX regions
- A results-orientated self-starter who can quickly understand client needs
- Good organizational skills with an emphasis on being able to manage multiple initiatives with diligence and care
- Ability to develop long-term relationships with centers of influence and internal partners
- Have a client centric focus and the ability to influence and lead others to prioritize in this way
- Ability to collaborate across all levels of the organization
- Exceptional verbal, written communication, and presentation skills
- CFA designation is beneficial, but not required
- Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role.
- This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
Skills
- Account Management
- Asset Allocation
- Capital Management
- Credit Risk Analysis
- Equity Valuations
- Investment Banking
- Business Acumen
- Customer Experience Management
- Decision Making and Critical Thinking
- Effective Communications
- Financial Services Industry
- Managing Multiple Priorities
- Sales Function
- Selling
Location
- Austin, TX
Work Type
- In-office
Experience Level
- 8+ years of industry relevant experience
Education Level
- Bachelors degree
- Higher level education such as a Masters degree, PhD, or certifications is desirable.
Benefits
- Medical/prescription drug coverage (with a Health Savings Account feature)
- Dental and vision options
- Employee and spouse/child life insurance
- Short and long-term disability protection
- 401(k) with PNC match
- Pension and stock purchase plans
- Dependent care reimbursement account
- Back-up child/elder care
- Adoption, surrogacy, and doula reimbursement
- Educational assistance, including select programs fully paid
- Robust wellness program with financial incentives
- Maternity and/or parental leave
- Up to 11 paid holidays each year
- 9 occasional absence days each year
- Between 15 to 25 vacation days each year, depending on career level and years of service
About the Company
- PNC's people are their greatest differentiator and competitive advantage in the markets they serve.
- They are all united in delivering the best experience for their customers.
- They work together each day to foster an inclusive workplace culture where all of their employees feel respected, valued and have an opportunity to contribute to the company’s success.
- For nearly 160 years, PNC has strived to make a meaningful impact for its employees, customers, communities, and shareholders.
- They believe their success and positive reputation are built on open and honest dialogue, an unwavering focus on smart risk management, relationship-based customer service and community investments.
- Their inclusive workplace allows employees to be heard, valued, and developed to do their best work.
- Being a great place to work means they are making a lasting difference for everyone they serve.
Equal 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.