Job Profile
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. As a Nonprofit Strategist within our Institutional Asset Management organization, you may be based in Los Angeles, Seattle, or San Diego. Would also consider Houston, Denver or Phoenix.
In the role of a Nonprofit Strategist, you will need to have nonprofit strategy experience. This would include investments, philanthropic planning and strong client presentation experience.
• Responsible for providing strategic guidance to market teams (market
directors, business development officers, and investment advisors) and
their nonprofit clients
• Uses knowledge of nonprofit sector and applicability of PNC solutions
(investments, asset servicing, planned giving, and sub-accounting) to
optimize nonprofit client experience
• Understanding of banking services to identify and refer nonprofit clients to
corporate and institutional banking partners
• Recommends innovative solutions, solution enhancements, or strategic
partnerships to deliver a holistic solution to nonprofit clients
• Partner with markets and key stakeholders including sales, marketing,
operations, risk, and services teams to grow the nonprofit asset
management business in a responsible way
• Serve as a sector specialist in support of responding to requests for
proposals (RFPs) from nonprofit organizations
• Lead and support new client acquisition activities
• Promote PNC’s nonprofit solutions business by participating in public
speaking opportunities, creating or providing editorial support for thought
leadership, and providing 1:1 education to nonprofit clients
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.
Competencies
Business Acumen – Knowledge, insight, and understanding of business concepts, tools, and processes that are needed for making sound decisions in the context of the company’s business; ability to apply this knowledge appropriately to diverse situations.
Decision Making and Critical Thinking – Understanding of the issues related to the decision-making process; ability to analyze situations fully and accurately, and reach productive decisions.
Effective Communications – Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors.
Flexibility and Adaptability – Knowledge of successful approaches, tools, and techniques for dealing with changes and adapting to a changing environment; ability to adapt as needed.
Influencing – Knowledge of effective influencing tactics and strategies; ability to impact decisions within and outside own organization.
Managing Multiple Priorities – Ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation.
Problem Solving – Knowledge of approaches, tools, techniques for recognizing, anticipating, and resolving organizational, operational or process problems; ability to apply this knowledge appropriately to diverse situations.
Products and Services – Knowledge of major products and services and product and service groups; ability to apply this knowledge appropriately to diverse situations.
Sales Function – Knowledge of and the ability to conduct daily and strategic activities in an organization’s sales function.
Work Experience
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 and experience (including military service) may be considered.
Education
Bachelors
Additional Job Description
COMPENSATION
Base Salary: $95,000 to $300,150
Where a person is paid in the compensation range is aligned to their experience and skills. Placement within the compensation range is based on the specific role and the following factors:
- Lower in range – Building skills and experience in the job
- Within the range – Experience and skills align with proficiency in the role
- Higher in range – Experience and skills add value above typical requirements of the role
- Compensation Range may vary based on Geographic Location
INCENTIVE
Role is incentive eligible with the payment based upon company, business and individual performance.e.
Benefits
PNC offers employees 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; maternity and parental leave; paid holidays, vacation days and occasional absence time; 401(k), pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption assistance; educational assistance and a robust wellness program with financial incentives. To learn more about these and other programs, including benefits for part-time employees, visit pncbenefits.com > New to PNC.
Disability Accommodations Statement:
The PNC workplace is inclusive and supportive of individual needs. If you have a physical or other impairment that might require an accommodation, including technical assistance with the PNC Careers website or submission process, please call 877-968-7762 and select Option 4: Recruiting or contact us via email at pathfinder@pnc.com.
The Human Resources Service Center hours of operation are Monday – Friday 9:00 AM to 5:00 PM ET.
Equal Employment Opportunity (EEO):
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.
California Residents
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