Investment Advisor II - Institutional Asset Management Healthcare Solutions

PNC Bank•Cleveland, OH

7d•Onsite

About The Position

PNC is hiring an Investment Advisor II for its Institutional Asset Management Healthcare Solutions organization. The role is based in Cleveland, Columbus, or Cincinnati, Ohio; Chicago, Illinois; Baltimore, Maryland; or Pittsburgh, Pennsylvania, and reports to the Managing Director - Institutional Asset Management (IAM) Healthcare Solutions. The advisor serves healthcare clients as part of the IAM healthcare vertical team, providing primary coverage for existing relationships and supporting Investment Market Directors with sophisticated healthcare clients. The advisor also partners with the healthcare business development team on prospective and new client relationships. The position manages client accounts in accordance with agreed investment objectives and delivers PNC’s investment experience through actionable advice, market insight, and investment-results reporting. The advisor is expected to develop knowledge of investment and asset management strategies, maintain and grow assets under management, and participate in sales efforts by introducing and expanding financial services for clients. The role also requires adherence to PNC policies and procedures and its Enterprise Risk Management Framework. PNC describes this as an in-office company and encourages candidates to discuss workplace expectations with their recruiter and hiring manager. PNC will not sponsor employment visas or participate in STEM OPT for this position.

Requirements

Bachelor’s degree; a comparable combination of education, job-specific certifications, and experience, including military service, may be considered in lieu of a degree.
At least 3 years of relevant or direct industry experience is typical for roles at this level.
Demonstrate appropriate knowledge, skills, and abilities for the position.
Customer-focused approach, including using knowledge of customer needs and satisfaction to create customized solutions.
Ability to assess and effectively manage risks associated with business objectives and activities.

Nice To Haves

Accountability
Budget management
Knowledge of competitive advantages
Decision-making
Finance strategy
Financial modeling
Investment management
Relationship management
Client relationship management
Critical thinking
Effective communications
Investment consulting
Portfolio management
Knowledge of products and services
Value selling
Relevant certifications are often desired.

Responsibilities

Manage accounts in accordance with investment objectives developed with clients.
Provide clients with actionable advice, market insight, and reporting on investment results.
Build knowledge of investment and asset management strategies.
Maintain and grow assets under management.
Participate in sales efforts by introducing and expanding financial services for clients.
Support healthcare client relationships, including primary coverage of existing clients and support for Investment Market Directors serving sophisticated healthcare clients.
Partner with the healthcare business development team to support prospect and client relationships.
Execute risk management practices in accordance with PNC policies and procedures and the Enterprise Risk Management Framework.

Benefits

Medical and prescription drug coverage, including 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 plan
Stock purchase plan
Dependent care reimbursement account
Back-up child and elder care
Adoption, surrogacy, and doula reimbursement
Educational assistance, including select fully paid programs
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
15 to 25 vacation days each year, depending on career level and years of service