Capital Markets - Managing Director -Sales at PNC Financial Services Group in Irvine, California

Job Description:

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. 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 Managing Director within PNC's Capital Markets organization, you will be based in Orange County or Los Angeles, CA

The depositories segment of PNC’s Financial Institutions Group (FIG) is seeking a seasoned professional to build lasting relationships with banks and credit unions, and further expand our West Coast coverage. Our Relationship Managers (RMs) are the front-line of our business development efforts and are successful due to the thoughtful conversations and breadth of solutions we have in our toolkit. From investment banking to private-label treasury management you will have opportunity to call on multiple levels of the bank or credit union and position PNC FIG as a trusted partner on many levels and take a long term view of the business.
While our group has covered the West Coast for many years, this position will be the first in California and one of only a few regional RM positions in the group. The individual in this position will have a local office to use at their complete discretion.
How you'll contribute as an in-market regional FIG Depositories Relationship Manager…
- Utilize your contacts and network to engage C-level executives at these institutions
- Listen, learn and maintain a deep understanding of your clients’ strategies and challenges
- Collaborate with other RMs, and multiple product partners in derivatives, fixed income, investment banking and others to design and deliver solutions
- Help shape business development efforts with institutions of all sizes in the region
- Maintaining connectivity with PNC Regional Presidents, and law firms, consultants and accountants serving depositories
- Think like an entrepreneur and identify new product opportunities in capital markets
Who you are…
- 5+ years’ experience in investment banking, balance sheet management, and/or capital markets
- Experience developing business in the community and super-community bank space
- Curious, humble, self-starter comfortable prospecting institutions that have never been called on by our group
- Ideally, living in Southern California, or alternatively in a major city in the Pacific Time Zone.
- Ideally, FINRA series 7, 64, 79 licensed, or otherwise open to achieving these licenses within a reasonable time period
- Ability to travel
You can learn more about our group at...
- https://www.pnc.com/en/corporate-and-institutional/topics/specialty-segments/financial-institutions-group/financial-institutions-group.html
- https://www.pnc.com/en/corporate-and-institutional/topics/specialty-segments/financial-institutions-group/advisory.html
- https://www.pnc.com/en/corporate-and-institutional/topics/specialty-segments/financial-institutions-group/pnc-first.html

Job Description

• Responsible for a team sales professionals to drive sales activities and strategies for a specific product(s) or transaction(s) and managing and developing select client relationships. Provides superior client experience. Ensures compliance with risk and regulatory requirements. May assist Senior Leadership with the strategic planning for the group.


• Partners with sales team, relationship managers, investment bankers, traders and other internal service partners to develop, market and deliver complex capital markets solutions to our clients.


• Provides appropriate solutions based on in-depth assessment of client objectives and market conditions. Develops and maintains client and/or investor relationships. Allocates client coverage to optimize alignment.


• Coordinates the execution of sales and marketing strategies including new product development, structuring, and distribution, to maximize sales and new business activity.


• Continually develops knowledge of industry and market developments, deal flow and regulatory requirements. Enforces compliance with policies and regulations. Provides coaching and leadership to develop the line of business.

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

Alignment – Enrolls stakeholders in communicating and coordinating activities to support the organization's vision and strategies.

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.

Financial Analysis – Knowledge of and ability to read, interpret and draw accurate conclusions from financial and numerical material.

Financial Engineering – Knowledge of and ability to utilize the tools, techniques, and practices for creating a mix of financial instruments that will leverage a client's financial resources to an acceptable level of risk.

Internal Sales and Marketing – Knowledge of internal marketing strategies and ability to look, listen for, and communicate opportunities for providing new or enhanced services to internal clients.

Knowledge Of Customers – Knowledge of various types of customers and ability to analyze customer activities, profiles and information.

Sales Function – Knowledge of and the ability to conduct daily and strategic activities in an organization's sales function.

Trading – Knowledge of and ability to engage in the transfer of financial assets in any financial market on behalf of an investor in order to capitalize on short-term trends.

Work Experience

Roles at this level typically require a university / college degree. Higher level education such as a Masters degree, or PhD is desirable. Industry 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

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

Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

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