Defined Contribution Product Specialist
About The Position
As a Defined Contribution Product Specialist within PNC's Institutional Asset Management organization, you will be part of the product team managing the delivery of investment advisory and employee education solutions to sponsors of participant directed defined contribution plans. Key advisory solutions include 3(21) investment advice or 3(38) investment management, fiduciary education and compliance support, vendor fee and service benchmarking. Responsibilities include working closely with advisors and employee education consultants on investments, plan design, vendor management, participant education, and legislative and regulatory updates. You will also support the development of new business opportunities. PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.
Requirements
- University / college degree
- 5+ years of industry-relevant experience
- 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.
Nice To Haves
- Demonstrated experience working as, and collaborating with, investment advisors for defined contribution plans.
- Proven expertise in content creation, including delivering presentations at industry and local events, as well as webinars.
- Comprehensive knowledge of complex investment and asset management strategies.
- Established track record in leading sales initiatives.
- Experience with non-qualified deferred compensation plan
- Chartered Financial Analyst (CFA®) Designation is strongly preferred.
Responsibilities
- Drives business and financial results through the selection, design, development and promotion of new and existing products or experiences utilizing traditional and emerging capabilities in technology, operations, and data analytics to offer customers a differentiated product experience.
- Uses knowledge of emerging technologies to deliver products to customers through all applicable channels.
- Prioritizes and makes decisions regarding product recommendations.
- Develops business case, business plan and roll-out of specific products or experiences.
- Monitors the marketplace to assess product, technology, and market trends to identify a market need or opportunity.
- Recommends new products or enhancements to existing products or experiences and develops and designs innovative features.
- Manages the development, production, roll-out, pricing or promotion of specific products, and recognizes, anticipates and resolves operational and process problems that arise.
- Partners with key stakeholders including sales, marketing, digital channel delivery, and other internal service partners.
- Participates in client-facing and external stakeholder activities to ensure all product offerings or experiences meet strategic goals.
- Develops product-specific marketing initiatives.
- Supports risk management, compliance and audit needs as part of the first line of defense.
- Drives business, financial and customer experience results of new and existing products and recommends modifications in product features and/or marketing to improve results.
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.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Senior
