
Financial Services · 64k people
Business Development Manager III - Financial Wellness Solutions (Midwest Territory)
Posted 20 Oct
What’s this role about? Drive new client acquisition and expand financial wellness solutions for large corporate and financial institution segments. Collaborate with Relationship Managers to identify opportunities and lead the sales process from engagement to close.
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Company
About PNC We’ll help keep your money boring so your life doesn’t have to be. pnc.co/guidelines
PNC

Responsibilities
- 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 III within PNC's Financial Wellness Solutions organization, you will be
- based in the Midwest Territory.
- 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
- This role is primarily focused on supporting the Relationship Manager (RM) book
- of business, working with assigned Relationship Managers to pursue opportunities
- with existing clients and targeted prospects within the Large Corporate,
- Diversified Industries Group (DIG), and Financial Institutions Group (FIG)
- segments. You will identify, qualify, and advance opportunities using a
- consultative sales approach, leading efforts from initial engagement through
- close.
- You will position differentiated financial wellness solutions—including health
- and benefit accounts, student debt solution, earned wage access, and other
- workforce financial wellness capabilities—to senior decision‑makers and key
- stakeholders. The role includes closing new business and expanding existing
- client relationships in partnership with internal teams.
- The Business Development Manager will also build market presence through
- professional networking and collaboration with Centers of Influence (COIs),
- brokers, and strategic partners to support opportunity development and pipeline
- growth.
- Relationship Managers, clients, prospects, and partners.
- Candidates who have experience selling or consulting on employer-sponsored
- Sets client acquisition strategies and directs new client sales activities
- across financial wellness solutions. Emphasis is on growing sales, revenue
- and market share with relevant sales goals. Typically works with clients with
- advanced levels of risk and complexity of needs. Works independently and may
- mentor other team members.
- Creates and drives strategy to acquire and/or expand and retain 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. Drives
- client engagement and loyalty through strategic dialogue and opportunity
- quantification. Generates ideas and best practices within financial wellness
- solutions and may mentor others.
- Manages effective network of senior internal and external relationships, such
- as community or 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 analyze, evaluate and
- inform on complex financial wellness solutions product knowledge, industry
- benchmarking, and solutions positioning.
- PNC Employees take pride in our reputation and to continue building upon that we
- 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.
Qualification
Required
- Successful candidates must demonstrate appropriate knowledge, skills, and
- abilities for a role. Listed below are skills, competencies, work experience,
- education, and required certifications/licensures needed to be successful in
- this position.
- Business Acumen, Client Relationship Management, Customer Experience Management,
- Decision Making and Critical Thinking, Effective Communications, Sales
- Negotiating, Selling., Tech Savvy
- Roles at this level typically require a university / college degree. Higher
- level education such as a Masters degree, PhD, or certifications is desirable.
- Industry relevant 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.
Preferred
- Salaries may vary based on geographic location, market data and on individual
- skills, experience, and education. This role is incentive eligible with the
- payment based upon company, business and/or individual performance.
- Generally, this opening is expected to be posted for two business days from
- 03/27/2026, although it may be longer with business discretion.
Benefits
- Consumer-Directed Healthcare (CDH) products
- Health Savings Accounts (HSAs)
- Flexible Spending Accounts (FSAs)
- Health Reimbursement Arrangements (HRAs)
- Financial wellness programs
- Payroll, HRIS, or workforce solutions
- Human Resources leaders
- Total Rewards professionals
- 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.
- Additional locations within the Midwest Territory may be considered.
- 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 offers a comprehensive range of benefits to help meet your needs now and in
- the future. Depending on your eligibility, options for full-time employees
- include: 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; a robust wellness program with financial
- incentives.
- In addition, PNC generally provides the following paid time off, depending on
- your eligibility: maternity and/or parental leave; up to 11 paid holidays each
- year; 9 occasional absence days each year, unless otherwise required by law;
- between 15 to 25 vacation days each year, depending on career level; and years
- of service.
- To learn more about these and other programs, including benefits for full time
- and part-time employees, visit pncthrive.com [http://pncthrive.com].
- If an accommodation is required to participate in the application process,
- please contact us via email at AccommodationRequest@pnc.com
- [AccommodationRequest@pnc.com]. Please include “accommodation request” in the
- subject line title and be sure to include your name, the job ID, and your
- preferred method of contact in the body of the email. Emails not related to
- accommodation requests will not receive responses. Applicants may also call
- 877-968-7762 and say "Workday" for accommodation assistance. All information
- provided will be kept confidential and will be used only to the extent required
- At PNC we foster an inclusive and accessible workplace. We provide reasonable
- accommodations to employment applicants and qualified individuals with a
- disability who need an accommodation to perform the essential functions of their
- positions.
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