Business Development Manager - Financial Wellness Solutions

Position Overview

As a Business Development Manager in PNC’s Financial Wellness Solutions, you will work primarily in Portland, OR, collaborating with clients to develop and promote a financial wellness program that aligns with their organizational goals. You will offer innovative solutions such as health and benefit accounts, student debt solutions, earned wage access, and other financial wellness offerings while adopting a consultative sales approach to acquire new business relationships.

• Acquire new clients across financial wellness solutions and grow sales, revenue, and market share.
• Work with clients of basic risk levels and complexities, providing tailored financial wellness solutions.
• Handle origination, financial analysis, negotiation, and documentation of non‑credit products and services.
• Manage risk/return and drive quality for new and existing clients.
• Identify and mitigate regulatory, reputational, and operational risks.
• Provide ideas and insights based on understanding client needs and financial well‑being.
• Increase client engagement and loyalty through thoughtful service.
• Build an effective network of internal and external relationships, including community and industry contacts, to acquire new clients and expand existing ones.
• Present the full range of PNC’s products and services to clients.
• Leverage reporting and sales tools to identify and convert sales opportunities.
• Analyze, evaluate, and inform on financial wellness solutions, product knowledge, industry benchmarking, and solution positioning.

Successful candidates must demonstrate appropriate knowledge, skills, and abilities for this role, including:

Preferred Skills

• Book of Business management
• Client Relationship Building
• Credit Processes and Credit Products
• Customer Engagement
• Decision Making
• Financial Analysis
• Identifying Sales Opportunities

Competencies

• Business Acumen
• Client Relationship Management
• Customer Experience Management
• Decision Making and Critical Thinking
• Effective Communications
• Prospecting
• Sales Negotiating
• Tech Savvy

Work Experience

• Roles at this level typically require a university/college degree and 3+ years of relevant or direct industry experience.
• Certifications (e.g., related sales or financial certifications) are highly desirable but not required.

Education

• Bachelor’s degree (or equivalent combined education, certification, and experience)

• Medical, prescription drug, dental, and vision coverage (with Health Savings Account option)
• Life, short‑term and long‑term disability insurance
• 401(k) with PNC match, pension, and stock purchase plans
• Paid time off: holidays, vacation days, and occasional absence days
• Robust wellness program with financial incentives
• Educational assistance and other employee support programs

If an accommodation is required to participate in the application process, please submit a request by emailing  or calling 877‑968‑7762. 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 any other category protected by law. This position is subject to federal licensing and regulatory requirements regarding qualifications and criminal history.