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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in client acquisition, relationship management, and transaction execution, with a strong focus on risk management and customized customer solutions. Proven leadership and decision-making abilities are essential for driving business development and team management.
Highest-signal resume keywords
Client AcquisitionCustomer Relationship Management (CRM)Transaction ExecutionRisk ManagementLeadership
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Client Relationship ManagementBusiness DevelopmentNegotiatingMarketing StrategyCritical Thinking
Soft Skills
Decision MakingTeam Management
Certifications & Qualifications
SIE LicenseFINRA Series 63 LicenseFINRA Series 82 License
Industry Keywords
Enterprise Risk Management FrameworkClient Engagement NegotiationsCustomer SolutionsInvestor RelationshipsBusiness Transactions
About the role
Key responsibilities & impact- Manage client and investor relationships
- Lead client acquisition and outreach
- Execute business and transactions
- Lead client engagement negotiations
- Drive new business development
- Assess and manage risks associated with business objectives and activities
- Adhere to and support the Enterprise Risk Management Framework
- Create customized customer solutions based on customer needs and satisfaction
Requirements
What you’ll need- Proven track record in client acquisition, client relationship management, and transaction execution
- Customer acquisition
- Customer Relationship Management (CRM)
- Decision making and critical thinking
- Leadership
- Marketing strategy and positioning
- Negotiating
- Team management
- Roles at this level typically require a university / college degree as well as a Masters degree, PhD, or certifications
- Industry-relevant experience is typically 8+ years
- Comparable combination of education, job-specific certification(s), and experience, including military service, may be considered in lieu of a degree
- Bachelor's degree
- SIE license required, but may be obtained within 120 days post hire
- FINRA Series 63 license required, but may be obtained within 120 days post hire
- FINRA Series 82 license required, but may be obtained within 120 days post hire
Benefits
Comp & perks- 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 plan
- Stock purchase plan
- Dependent care reimbursement account
- Back-up child/elder care
- Adoption, surrogacy, and doula reimbursement
- Educational assistance, including select programs fully paid
- Robust wellness program with financial incentives
- Maternity and/or parental leave
- Up to 11 paid holidays each year
- 9 occasional absence days each year
- 15 to 25 vacation days each year, depending on career level