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Senior Investment Consultant

2 months ago

Baltimore, Maryland, United States The PNC Financial Services Group, Inc Full time
Position Overview

At The PNC Financial Services Group, Inc., our workforce is our most significant differentiator and competitive edge in the markets we operate. We are all committed to providing the best experience for our clients. Each day, we collaborate to cultivate an inclusive workplace culture where all employees feel respected, valued, and have the opportunity to contribute to the organization's success. As a Senior Investment Consultant within PNC's Institutional Asset Management division, you will play a crucial role in delivering Outsourced Chief Investment Officer (OCIO) solutions to various organizations.

Reporting to the Institutional Asset Management Market Leader, your responsibilities will include managing relationships with existing clients, overseeing portfolios in line with the investment policy statement, offering strategic and tactical allocation recommendations tailored to each client's unique requirements, and aiding in the development of new business opportunities.

This position is primarily based in a PNC location, with responsibilities requiring regular office or field presence. Some tasks may be performed remotely, at the discretion of management.

Key Responsibilities
  • Support client accounts in alignment with established investment objectives, providing specialized advice on planned giving and analyzing program health and strategies as needed.
  • Deliver the PNC investment experience to clients, offering actionable insights, market analysis, and comprehensive reporting on investment performance.
  • Maintain and grow assets under management while actively participating in the business's sales initiatives through the introduction and expansion of financial services to clients.
  • Implement risk management practices by adhering to PNC's established policies and procedures.
Core Competencies
Successful candidates must exhibit the necessary knowledge, skills, and abilities for this role. Key competencies include:
  • Client Relationship Management
  • Decision Making and Critical Thinking
  • Effective Communication
  • Investment Consulting
  • Portfolio Management
  • Product and Service Knowledge
  • Value Selling
Experience and Education
Typically, this role requires a university/college degree and over 5 years of relevant industry experience, including at least 3 years in a management capacity. In lieu of a degree, a comparable combination of education, job-specific certifications, and experience may be considered.

Benefits
PNC offers a comprehensive benefits package to meet your needs now and in the future. Full-time employees may be eligible for options including medical/prescription drug coverage, dental and vision plans, life insurance, short and long-term disability protection, a 401(k) plan with PNC match, pension and stock purchase plans, and various other benefits.

Additionally, PNC provides paid time off, including maternity and parental leave, paid holidays, vacation days, and occasional absence days, depending on eligibility.

Equal Employment Opportunity (EEO)
PNC is committed to providing equal employment opportunities to qualified individuals regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.