Defined Contribution Investment Director

Role Overview

• Lead the development and ongoing maintenance of the Retirement Solutions investment philosophy, including lineup construction, asset class preferences, active/passive implementation, and approved investment vehicles.
• Oversee fiduciary investment due diligence processes for 3(21) and 3(38) services in alignment with Investment Policy Statements and internal control standards.
• Represent the organization as a 3(38) Investment Manager, including reviewing and approving Investment Policy Statements, evaluating client requested changes, and partnering with Legal on material updates.
• Serve as a trusted investment resource to Retirement Plan Advisors by providing guidance on client specific investment questions, lineup construction, and target date fund reviews.
• Participate in client and prospect meetings as requested, offering investment observations, insights, and presentation support.
• Train newly hired advisors on investment philosophy, fiduciary processes, reporting tools, and investment protocols, and provide ongoing advisor education.
• Partner with Line of Business leadership to align on strategic objectives.
• Create and deliver investment thought leadership and educational content for clients, prospects, and advisors, including webinars and presentations.
• Contribute to sales and marketing efforts by reviewing or drafting investment related RFP responses and presentation materials.
• Manage key vendor relationships (e.g., investment analytics and reporting platforms) and ensure service standards are met.
• Lead investment related technology initiatives and system enhancements to improve advisor oversight, reporting accuracy, and efficiency.
• Partner with asset managers to identify opportunities for lower cost vehicle access and enhanced investment solutions.
• Lead, coach, and develop a team of investment professionals, fostering accountability, innovation, and collaboration.
• Align team priorities with business strategy, client needs, and retention goals.

Requirements

• Significant experience in institutional retirement plan investments, fiduciary services, or investment advisory leadership.
• Deep knowledge of ERISA, 3(21) and 3(38) fiduciary services, investment due diligence, and retirement plan structures.
• Demonstrated people management experience with a track record of developing high performing teams.
• Strong communication skills and proven ability to influence senior business partners, advisors, and clients.
• Experience working with investment platforms, analytics tools, and advisor reporting solutions.
• Professional investment or fiduciary designations (e.g., CFA®) preferred.

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