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PNC · 4 months ago

Retirement Plan Advisor - Institutional Asset Management

Louisville, KY

Full-time

Onsite

Mid, Senior Level

5+ years exp

PNC is a company that values its employees as its greatest differentiator and competitive advantage. As a Retirement Plan Advisor within PNC's Institutional Asset Management organization, you will deliver fiduciary investment services to sponsors of defined contribution plans, focusing on plan design, investments, and vendor management.

BankingFinanceFinancial Services

No H1B

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

Qualification

Investment ManagementClient Relationship ManagementPortfolio ManagementFinancial ModelingDecision MakingRelationship ManagementValue SellingEffective Communications

Required

University / college degree

5+ years of industry-relevant experience

Knowledge of complex investment and asset management strategies

Ability to manage accounts in accordance with investment objectives developed with the client

Ability to deliver actionable advice, market insight, and reporting on investment results

Ability to maintain and grow assets under management

Ability to execute risk management practices through adherence to PNC's policies and procedures

Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions

Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities