Investment Advisor II - Institutional Asset Management Healthcare Solutions

PNC•Cincinnati, OH

8d•$86,250 - $172,500•Onsite

About The Position

At PNC, employees work together to deliver a strong customer experience and foster an inclusive workplace. This Investment Advisor II role is part of PNC's Institutional Asset Management Healthcare Solutions organization and is based in Cleveland, Columbus, or Cincinnati, Ohio; Chicago, Illinois; Baltimore, Maryland; or Pittsburgh, Pennsylvania. PNC describes itself as an in-office company and encourages candidates to discuss workplace expectations with their recruiter and hiring manager. Reporting to the Managing Director - Institutional Asset Management (IAM) Healthcare Solutions, the role serves healthcare clients within the IAM healthcare vertical team. It provides primary coverage for existing healthcare client relationships, supports Investment Market Directors in servicing sophisticated healthcare clients, and partners with the healthcare business development team on new prospect and client relationships. The position manages client accounts according to agreed investment objectives, provides investment advice, market insight, and performance reporting, and participates in efforts to maintain and grow assets under management. The role also executes risk management practices in accordance with PNC policies and procedures. PNC will not provide employment visa sponsorship or participate in STEM OPT for this position. The role is incentive eligible, with incentive payments based on company, business, and/or individual performance. The opening was generally expected to be posted for two business days from 11/02/2026, though it may remain open longer at the company's discretion.

Requirements

University or college degree typically required; 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 typically required.
Demonstrate appropriate knowledge, skills, and abilities for the role.
Knowledge and skills relevant to customer focus and managing risk.

Nice To Haves

Certifications are often desired; no specific certification is required.
Preferred skills include accountability, budget management, competitive advantages, decision making, finance strategy, financial modeling, investment management, and relationship management.
Competencies include client relationship management, decision making and critical thinking, effective communications, investment consulting, portfolio management, products and services, and value selling.

Responsibilities

Manage accounts in accordance with investment objectives developed with clients.
Deliver the PNC investment experience by providing actionable advice, market insight, and reporting on investment results.
Maintain and grow assets under management.
Participate actively in sales efforts by introducing and expanding financial services for clients.
Execute risk management practices by adhering to PNC policies and procedures.
Provide primary coverage for existing healthcare client relationships.
Support Investment Market Directors in servicing sophisticated healthcare clients.
Partner with the healthcare business development team to support new prospect and client relationships.

Benefits

Medical and prescription drug coverage, including a Health Savings Account feature, subject to eligibility.
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 plans.
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, depending on eligibility.
Up to 11 paid holidays each year, depending on eligibility.
9 occasional absence days each year, unless otherwise required by law, depending on eligibility.
15 to 25 vacation days each year depending on career level and years of service, subject to eligibility.