Regional Sales Manager - PNC Wealth Management

Position Overview

As a Regional Sales Manager within PNC's Wealth Management, you will be based in Cleveland, OH. Regional Sales Managers lead a team of Financial Advisors and support staff within a highly collaborative circuit of bank branches. PNC Wealth Management executes an advice and planning strategy focused on helping clients meet their savings, investing, and retirement goals. Our team of financial planning experts support our advisor teams in creating personalized solutions for our clients.

PNC’s referral program encourages teamwork, resulting in branch partners having a vested interest in advisor success.

• Manage and direct a team to achieve business results and customer experience goals, including direct sales and client responsibilities.
• Oversee the execution of strategy.
• Lead and coordinate the daily activities of team members engaged in customer and/or prospect management activities.
• Achieve business results, attract new customers and grow existing customer relationships by coaching and managing according to defined strategies and tactics.
• Develop and oversee the execution of account and sales plans, managing risk/return and driving quality for new and/or existing clients.
• Identify and mitigate various types of risk, such as regulatory, reputational, operational, and credit risks.
• Maintain an effective network of senior internal and external relationships, such as community or industry relationships, to acquire new clients and expand existing clients.
• Bring the full range of PNC’s products and services to clients.
• Leverage reporting and sales tools to proactively identify and convert sales opportunities.
• Develop team members while monitoring progress against individual goals.
• Motivate and develop staff, including acquiring top talent and managing performance-based issues.
• Plan, organize, direct, analyze, and evaluate staff and processes.
• Connect strategy to day‑to‑day activities and update the team regularly.
• Coach team members on skills required to analyze, evaluate, and mitigate credit risk and lead others on credit requests, using advanced knowledge of credit fundamentals and internal credit policies.

• Competencies:
  • Conflict Management
  • Decision Making and Critical Thinking
  • Effective Communications
  • Managing Multiple Priorities
  • Sales Management
  • Selling
• Work Experience:
  
  8+ years industry‑relevant experience, at least 5 years prior management experience, proven leadership experience with a moderate to large scope of responsibility; a higher level education such as a Master’s, PhD, or relevant certifications is desirable.
• Education:
  
  Bachelor’s degree required.
• Licenses and
  
  Certifications:
  
  Required FINRA Series 7 and 24 (or 9,10) and 66 (or 63,65).

Base Salary: $ – $. Salaries may vary based on geographic location, market data, and individual skills, experience, and education.

• 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, unless otherwise required by law
• 15 to 25 vacation days each year, depending on career level and years of service

If an accommodation is required to participate in the application process, please contact  with “accommodation request” in the subject line and include your name, job , and preferred method of contact. Apps may also call 877‑968‑7762 and say “Workday” for accommodation assistance. All information will be kept confidential and used only as needed to provide reasonable accommodations.

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. This position is subject to the requirements of Section 19 of the FDIA and, for any registered role, the SAFE Act and/or FINRA, which prohibit hiring individuals with certain criminal history.

California Residents:
Refer to the California Consumer Privacy Act Privacy Notice for how PNC may use or disclose personal information in our hiring practices.