Account Manager – Financial Wellness Solutions

PNC

Account Manager at PNC developing and maintaining relationships in Financial Wellness Solutions. Collaborating with clients to advance financial wellness programs and manage solutions.

Posted 6/23/2026full-timeDallas • Colorado, Texas • 🇺🇸 United StatesMid-LevelSenior💰 $63,750 - $127,500 per yearWebsite

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Account ManagementClient CounselingNegotiationSales OperationsGo-to-Market StrategiesCompetitive AdvantagesCustomer Relationship Management ApplicationsProblem Management ProcessDecision MakingCritical Thinking

Soft Skills

Effective CommunicationsFlexibilityAdaptabilityManaging Multiple PrioritiesRelationship BuildingInfluencing Skills

Industry Keywords

Client RelationshipsServicing AgreementsContract NegotiationsClient RequirementsKey Account MetricsServicing Guidelines

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
This includes leveraging industry and PNC knowledge to inform customers of appropriate products/services, rates, and other opportunities
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
This 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
Works towards finding the best solution to maintain a positive client relationship

Requirements

What you’ll need

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
Competencies: Account Management, Customer Relationship Management Applications, Customer Support Policies, Standards and Procedures, Decision Making and Critical Thinking, Effective Communications, Flexibility and Adaptability, Managing Multiple Priorities, Negotiating, Problem Management Process
Roles at this level typically require a university / college degree
Certifications are often desired
In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.

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