Account Manager – Financial Wellness Solutions

PNC

Account Manager in PNC's Affiliated Banking - Financial Wellness Solutions organization. Responsible for designing and implementing financial wellness programs for clients to meet their organizational goals.

Posted 6/11/2026full-timeCharlotte • North Carolina • 🇺🇸 United StatesMid-LevelSeniorWebsite

Tech Stack

Tools & technologies

About the role

Key responsibilities & impact

responsible for developing and maintaining assigned long-term client relationships
Provides sales or consultative support to clients and serves as the liaison between clients and operational servicing units
May participate in pricing and resource discussions and in developing the scope of service provided to existing and potential clients
Serves as point of contact for client matters
May help identify and develop new servicing opportunities with existing clients to build and maintain a long-lasting relationship
Involved in negotiating servicing agreements and servicing fees for existing clients if contract modifications are needed
May work with in-house counsel and clients on contract negotiations
Includes the review of the servicing agreements to ensure contract terms meet servicing guidelines
Participates in the analysis, assessment and documentation of client requirements
Forecasts and tracks key account metrics
May identify customization needs, and work with service partners to decision/implement
Manages processes outlined in the contract and partners to resolve challenges regarding implementation and production issues
Serves as an escalation point for high severity requests or issues

Requirements

What you’ll need

Bachelors
3+ years of relevant / direct industry experience
Preferred Skills: Account Management, Client Counseling, Competitive Advantages, Go-to-Market Strategies, Influencing Skills, Negotiation, Relationship Building, Sales Operations

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 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
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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Account ManagementClient CounselingNegotiationSales OperationsGo-to-Market Strategies

Soft Skills

Relationship BuildingInfluencing Skills

Certifications

Bachelors