Retirement Plan Advisor - Institutional Asset Management

PNC • Louisville, KY

128d

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 a Retirement Plan Advisor within PNC's Institutional Asset Management organization, you will be based in Louisville, KY. The position is primarily based in a PNC location. Responsibilities require time in the office or in the field on a regular basis. Some responsibilities may be performed remotely, at the manager’s discretion. In this position, you will deliver FIS (Fiduciary Investment Services) solutions to sponsors of participant directed defined contribution plans. You will serve as the primary point of contact to provide: 3(21) investment advice or 3(38) investment management, fiduciary education and compliance support, and vendor fee and service benchmarking. Responsibilities include working closely with clients on: plan design, investments, vendor management, participant education, and legislative and regulatory updates. You will support the development of new business opportunities. The Accredited Investment Fiduciary® Designation is strongly preferred. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.

Requirements

• University / college degree with 5+ years of industry-relevant experience.
• Specific certifications are often required.
• In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.

Nice To Haves

• Accredited Investment Fiduciary® Designation
• Accountability
• Budget Management
• Competitive Advantages
• Decision Making
• Finance Strategy
• Financial Modeling
• Investment Management
• Relationship Management

Responsibilities

• Manages accounts in accordance with investment objectives that have been developed with the client.
• Responsible for delivering the PNC investment experience to clients, providing actionable advice, market insight and reporting on investment results.
• Demonstrates knowledge of complex investment and asset management strategies.
• Responsible for maintaining and growing assets under management.
• Additionally supports the sales efforts of the business through the introduction and expansion of financial services to the client.
• Executes risk management practices through the adherence to PNC's policies and procedures.

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
• 8 occasional absence days each year
• Between 15 to 25 vacation days each year, depending on career level and years of service

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Bachelor's degree
• Number of Employees: 5,001-10,000 employees