Senior Investment Consultant

2 weeks ago

Cleveland, Ohio, United States PNC Financial Services Group Full time
Position Overview

Job Summary
At PNC Financial Services Group, we recognize that our employees are our most valuable asset and key to our success in the financial sector. We are committed to fostering a collaborative and inclusive work environment where every team member feels appreciated and empowered to contribute to our organizational goals. As a Senior Investment Consultant within the PNC Private Bank Premier division, you will play a pivotal role in our operations.

This position is primarily office-based, with responsibilities that may require fieldwork regularly. Some tasks may be performed remotely, depending on managerial discretion.

Key Responsibilities
  • Assist clients in managing their accounts in alignment with their investment goals, providing specialized advice tailored to their needs.
  • Deliver the PNC investment experience to clients by offering insightful market analysis, actionable recommendations, and comprehensive reporting on investment performance.
  • Focus on the growth and maintenance of assets under management while actively participating in business development initiatives to expand financial service offerings.
  • Implement risk management strategies by adhering to PNC's established policies and procedures.
Core Competencies
PNC values employees who embody the following traits:
  • Client-Centric Approach - Demonstrates an understanding of customer needs and satisfaction, leveraging this knowledge to create tailored solutions.
  • Risk Management Proficiency - Effectively evaluates and manages risks associated with business objectives to ensure compliance with PNC's Enterprise Risk Management Framework.
Qualifications
Successful candidates will possess the necessary knowledge, skills, and experience for this role.

Preferred Skills
Strong accountability, budget oversight, competitive analysis, strategic decision-making, financial modeling, investment oversight, and relationship management.

Experience Requirements
Typically requires a university degree and a minimum of 5 years of relevant industry experience, including at least 3 years in a management capacity. Equivalent combinations of education, certifications, and experience may also be considered.

Educational Background
Bachelor's degree is preferred.

Certifications and Licenses
No specific certifications or licenses are required for this position.

Benefits Overview
PNC offers a comprehensive benefits package designed to support your current and future needs. Eligible full-time employees may receive: medical and prescription drug coverage, dental and vision plans, life insurance, short and long-term disability coverage, a 401(k) plan with company match, pension options, and stock purchase plans. Additional benefits include dependent care reimbursement, back-up care services, educational assistance, and a wellness program with financial incentives.

Paid time off may include maternity and parental leave, paid holidays, occasional absence days, and vacation days based on career level and tenure.

Commitment to Diversity
PNC is dedicated to creating an inclusive and accessible workplace. We provide reasonable accommodations for applicants and employees with disabilities to perform essential job functions.

Equal Opportunity Employment
PNC is an equal opportunity employer, committed to hiring qualified individuals without regard to race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or any other protected category.

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