Key skills
Risk ManagementSales
About this role
Role Overview
- Manages accounts in accordance with investment objectives that have been developed with the client
- Depending on line of business, may provide specialized advice and partnership with specialists supporting the portfolio investment strategy, objectives, and health of the strategy
- Responsible for delivering the PNC investment experience to clients, providing actionable advice, market insight and reporting on investment results
- Maintains expert level knowledge of complex investment and asset management strategies
- Responsible for maintaining and growing assets under management
- Additionally supports and may lead the sales efforts of the business through the introduction and expansion of financial services to the client
- Executes risk management practices through the adherence to PNC's policies and procedures
- May help provide direction to investment professionals
Requirements
- 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, job specific certification(s), and experience (including military service) may be considered
Benefits
- 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