Retirement Plan Education Consultant

PNC Bank • Phoenix, AZ

1d • $55,000 - $105,800

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 Retirement Plan Education Consultant within the PNC's Institutional Asset Management organization, you will be based in Phoenix, AZ or Denver, CO. The Retirement Plan Education Consultant works with our clients to design and deliver customized employee education campaigns for their employees. Retirement Plan Consulting is part of a market team working with a dedicated group of defined contribution plan clients within their market / region. Ideal candidates will be proficient in delivering both retirement and financial wellness education in both a virtual and on-site settings. Travel throughout the West Region is required for this role (approximately 30% of the time). Highly preferred: Bilingual in Spanish PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.

Requirements

• Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role.
• Roles at this level typically require a university / college degree, with 3+ years of relevant / direct industry experience.
• Certifications are often desired.
• In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
• Bachelors

Nice To Haves

• Content Curation
• Digital Marketing
• Employee Coaching
• Facilitation
• Market Research
• Technical Communication
• Training Programs
• Workforce Planning

Responsibilities

• Responsible for the design and delivery of employee education seminars or campaigns for a business segment's most complex and high profile clients/prospects and their constituents.
• Responsible for education for one or multiple books of business.
• Coaches and trains team members.
• Works with client contacts to schedule, create materials, and conduct education seminars, either on site or virtually, for employees of very complex and high profile clients/prospects of a specific business segment.
• Functions in a sales support role to explain to prospects the education services offered.
• Contributes to supporting other virtual sales events as needed.
• Develops/modifies education materials and schedule based on business segment and/or client needs.
• Creates and documents annual communication plans based on business segment and/or client needs, including all support materials, media and content.
• Provide tools to help customize annual plans including, but not limited to, participant surveys, utilization reports, and other data.
• Responsible for keeping business segment leadership and service team informed of education services via meeting reports and attending client review meetings as necessary.
• Works with internal/external partners to update materials as needed.

Benefits

• PNC offers a comprehensive range of benefits to help meet your needs now and in the future.
• Depending on your eligibility, options for full-time employees include: 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.
• In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 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.
• To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards .

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level