More jobs:
Business Development Manager - Financial Wellness Solutions
Job in
Walnut Creek, Contra Costa County, California, 94598, USA
Listed on 2026-09-20
Listing for:
PNC Financial Services Group, Inc.
Full Time
position Listed on 2026-09-20
Job specializations:
-
Sales
Financial Sales -
Finance & Banking
Financial Sales
Job Description & How to Apply Below
** 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 customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Business Development Manager within PNC's Financial Wellness Solutions organization, you will be based in San Francisco or Walnut Creek, CA.
PNC Financial Wellness Solutions offers a comprehensive suite of solutions to meet the needs of various businesses and their employees. As a Business At PNC Financial Wellness Solutions, we partner with employers to help improve the financial well-being of their workforce. Our solutions are designed to support employees across their financial journey while helping employers strengthen benefits offerings, increase engagement, and drive better financial outcomes.
Our portfolio includes:
Health Savings Accounts (HSAs) Flexible Spending Accounts (FSAs) Health Reimbursement Arrangements (HRAs) Student Debt Solutions Earned Wage Access Financial Education and Wellness Programs Other employer-sponsored financial wellness and benefit solutions As a Business Development Manager, you will drive new business acquisition by partnering with employers, benefits leaders, HR professionals, consultants, and brokers to deliver innovative financial wellness and consumer-directed healthcare solutions.
Using a consultative sales approach, you will identify client needs, uncover opportunities, and develop customized strategies that align with organizational goals while enhancing the employee experience.
You will collaborate with internal partners and subject matter experts to support opportunities throughout the sales cycle and build long-term client relationships.
Candidates who have experience selling or consulting on employer-sponsored benefit solutions, including:
Consumer-Directed Healthcare (CDH) products Health Savings Accounts (HSAs) Flexible Spending Accounts (FSAs) Health Reimbursement Arrangements (HRAs) COBRA or benefits administration solutions Employee benefits technology platforms Financial wellness programs Payroll, HRIS, or workforce solutions Experience selling to one or more of the following audiences:
Human Resources leaders Benefits leaders Total Rewards professionals Benefits consultants and brokers Payroll decision-makers Finance leaders Candidates with direct Consumer-Directed Healthcare (CDH), HSA, FSA, HRA, employee benefits, benefits administration, or financial wellness sales experience are strongly preferred.
PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals.
PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.#
** Job Description
*** Focuses on acquiring new clients across financial wellness solutions. Emphasis is on growing sales, revenue and market share with relevant sales goals. Typically works with clients with basic levels of risk and complexity of needs. Generally works with higher degree of supervision.
* With direction, acquires and/or expands and retains client relationships to generate revenue and deepen share of wallet. Handles the origination, financial analysis, negotiation and documentation of non-credit products and services.
* Manages risk/return and drives quality for new and/or existing clients. Actively identifies and mitigates different types of risk, such as regulatory, reputational, and operational risks.
* Focuses on client opportunities by providing ideas and insights based on an understanding of the client's needs and their financial well-being. Focuses on increasing client engagement and loyalty.
* Builds an effective network of internal and external relationships, such as community and industry relationships, to actively acquire new clients and/or expand existing clients and enhance the client experience. Focuses on bringing entire bank to the client by presenting the full range of PNC's products and services. Leverages reporting and sales tools to proactively identify and successfully convert sales opportunities.
* As defined with the business, demonstrates ability to…
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