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 clients. As a Nonprofit Strategist (Sr)/Sales Product Specialist (Sr) within PNC’s Institutional Asset Management organization, you will be based in one of the following markets: [Atlanta, GA; Charlotte, NC; Denver, CO; Chicago, IL; Indianapolis, IN]. This position requires travel.

RESPONSIBILITIES

• Consults with nonprofit client/prospect to assess business needs and identify product/service recommendations. Advises Sales team in the development of significant/complex sales opportunities, including proposals, presentations, and the closing of the opportunities.

• Works with the Sales team in the qualification and prioritization of pipeline and sales opportunities targeting largest and most complex opportunities.

• Completes diagnosis of client's current business situation and related requirements through data gathering, which includes interviews, research, tools development and modeling.

• Consults with the client/prospect to assess complex and highest value business opportunities and develops tailored solutions using PNC capabilities.

• Serves as liaison with the market service teams.

• Create and/or deliver thought leadership and education internally and externally in-person and in virtual forums.

• Serve as a coach to develop more junior members of the Nonprofit Strategy and Solutions Group at PNC Institutional Asset Management.

• Serve as proxy for the Managing Director of the Nonprofit Strategy and Solutions Group of Institutional Asset Management when necessary.

The ideal candidate will meet the following qualifications:

- Sales experience and track record of success
- Demonstrated ability to work with internal partners
- Strong finance background (education and experience)
o Bachelors and/or Masters in Finance
o Finance experience
- Understanding of Outsourced Chief Investment Officer (OCIO) engagements (this is the major solution we offer)
- Knowledge of philanthropy and the related gift planning vehicles
- Strong communication skills (written and oral)(internal and external)
- Confident public speaker and facilitator
- Ability to travel up to 40-50% of the time during peak seasons (generally Jan-May and Sept-Nov) - The primary coverage area will be the Southeast and Texas.

Job Description

• Provides subject matter expertise for creating awareness, identification and sales of Institutional Asset Management's capabilities with clients and prospects within the assigned regions. Acts as an extension of the product team.
• Provides education of capabilities to internal Institutional Asset Management teams and business partners on most complex products. Determines product suitability for prospects and provides prospecting support. Leads the product discussion from introductory/discovery phase through entire sales cycle. May provide guidance to team members.
• Develops and maintains a pipeline of prospects, prioritizes and creates/delivers sales presentations in collaboration with other business partners. Serves as the internal wholesaler, providing technical sales and service support to teams by furnishing customized solutions on most complex products.
• Partners directly with internal Institutional Asset Management team regarding client and prospect financial needs. Ensures that opportunities are current and accurate in collaboration with other business partners.
• Provides strategic direction, thought leadership, idea creation and collaboration in the evolution of most complex products.

PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:

• Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
• Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities t