AMG Product Specialist Sr
About The Position
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As an AMG Product Specialist Sr within PNC Private Bank, work may be performed from a quiet, confidential space in a home location, approved by PNC. This position may not be available in all geographic locations. Seeking a detail-oriented and adaptable professional with a strong background in trust and fiduciary services, retirement and tax planning, and IRA administration. The ideal candidate will possess excellent problem-solving skills, strong verbal and written communication abilities, and a demonstrated capacity to work collaboratively within a team environment. Proficiency in technology tools, such as Microsoft Excel, is essential. A commitment to continuous learning and the ability to actively listen and respond to client needs are also key attributes. A bachelor’s degree and a minimum of five years of relevant industry experience are typically required. Having a legal background or a Juris Doctor (JD) is highly preferred. This position may be eligible for remote work in select geographic locations, subject to approval by PNC. If approved, work must be conducted from a quiet, secure, and confidential home-based workspace. Occasional in-office participation may be required based on business needs. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.
Requirements
- A bachelor’s degree and a minimum of five years of relevant industry experience are typically required.
- Proficiency in technology tools, such as Microsoft Excel, is essential.
- Strong background in trust and fiduciary services, retirement and tax planning, and IRA administration.
- Excellent problem-solving skills.
- Strong verbal and written communication abilities.
- Demonstrated capacity to work collaboratively within a team environment.
- Commitment to continuous learning.
- Ability to actively listen and respond to client needs.
Nice To Haves
- Having a legal background or a Juris Doctor (JD) is highly preferred.
Responsibilities
- Supports the team on execution of strategies including updating policies, procedures and processes and ensures a consistent execution.
- Works within the team and with other business leaders/employees to provide solutions and support the delivery of an exceptional client experience.
- Serves as an additional point of contact for escalated fiduciary, compliance, and operational matters.
- Supports the Director in monitoring risk management and escalated issues from the line of business leaders.
- Represents the function and line of business as part of enterprise and other initiatives.
- Serves as backup to the AMG Product Specialist Advisor.
- Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
- Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
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
- 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.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
