PNC Nonprofit Strategist Sr / Sales Product Specialist 

United States, Illinois, Chicago 

267782675

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
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 to ensure they adhere to and support PNC's Enterprise Risk Management Framework.

Qualifications

Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and requiredneeded to be successful in this position.

Accuracy and Attention to Detail, Decision Making and Critical Thinking, Effective Communications, Flexibility and Adaptability, Influencing, Managing Multiple Priorities, Problem Solving, Products and Services, Sales FunctionRoles at this level typically require a university / college degree. Higher level education such as a Masters degree, or PhD is desirable. Industry experience is typically 8 + years. Specific certifications are often required. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.No Required Certification(s)No Required License(s)

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.

California Residents

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