Trader Associate - PNC Wealth Management

PNC Bank•Pittsburgh, PA

7d•Onsite

About The Position

As a Trader Associate in PNC’s Wealth Management organization, the employee partners with senior team members to support trading processes and the execution of capital markets transactions. The role provides sales, service, and execution support for new and ongoing client relationships and may serve as a customer solutions resource. It may also involve administering complex implementation plans and related client interactions. The Trader Associate gathers, prepares, reviews, and verifies documentation and relevant information; performs common processing in accordance with standard regulations and processes; and initiates, updates, and verifies client, account, and transaction details in relevant systems. The role serves as a contact for clients, client teams, and service partners, and may escalate trade-related inquiries or issues. It also provides reports and general administrative support, serves as a peer resource, and builds knowledge of industry, products, markets, regulations, tools, systems, and other resources. The position may be based in Indianapolis, Cleveland, Pittsburgh, Charlotte, Birmingham, Jacksonville, Houston, Atlanta, Orlando, or Nashville. PNC describes itself as an in-office company and encourages candidates to discuss workplace expectations with their recruiter and hiring manager. Employment visa sponsorship and STEM OPT participation are not provided for this position.

Requirements

Typically requires an associate degree or equivalent, as well as related experience or product knowledge.
Typically requires 4 or more years of related business or functional experience.
In lieu of a degree, a comparable combination of education, job-specific certifications, and experience (including military service) may be considered.
FINRA Series 7 and Series 63 (or Series 66) licenses are required.
Demonstrate appropriate knowledge, skills, and abilities for the role.

Nice To Haves

Client-facing skills.
Client relationship-building skills.
Knowledge of competitive strategies.
Financial modeling skills.
Go-to-market strategy skills.
Meeting management skills.
Negotiation skills.
New business development skills.
Accuracy and attention to detail.
Decision-making and critical-thinking skills.
Effective communication skills.
Knowledge of financial engineering.
Flexibility and adaptability.
Ability to manage multiple priorities.
Knowledge of products and services.
Sales support and administration skills.
Trading knowledge.

Responsibilities

Partner with senior team members to support trading processes and execution of capital markets transactions.
Provide sales, service, and execution support for new and ongoing client relationships.
May serve as a customer solutions resource.
Gather required documentation and prepare, review, and verify documents and relevant information for accuracy.
Perform common processing and ensure compliance with standard regulations and processes.
May administer complex implementation plans and related client interactions.
Act as a point of contact for clients, client teams, or service partners and may serve as an escalation point for trade-related inquiries or issues.
Initiate, update, and verify client, account, or transaction details in relevant systems and applications.
Provide reports as needed.
Serve as a peer resource and may perform general administrative support.
Monitor and develop industry, product, market, and regulatory knowledge.
Gain proficiency with tools, systems, and other resources.
Focus on customer needs and satisfaction when making business decisions and creating customer solutions.
Assess and manage risks associated with business objectives and activities in accordance with PNC’s Enterprise Risk Management Framework.

Benefits

Medical and prescription drug coverage, with a Health Savings Account feature, for eligible full-time employees.
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 and elder care.
Adoption, surrogacy, and doula reimbursement.
Educational assistance, including select programs that are fully paid.
Wellness program with financial incentives.
Maternity and/or parental leave, depending on eligibility.
Up to 11 paid holidays each year, depending on eligibility.
Nine occasional absence days each year, unless otherwise required by law, depending on eligibility.
Between 15 and 25 vacation days each year, depending on eligibility, career level, and years of service.