Lead Investment Consultant

2 weeks ago

Phoenix, Arizona, 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 asset and competitive edge in the sectors we operate. We are committed to providing the best experience for our clients. Each day, we collaborate to cultivate an inclusive workplace culture where all employees feel appreciated, respected, and empowered to contribute to the organization's success. As a Senior Investment Advisor within our Institutional Asset Management division, you will be an integral part of our team.

This role is primarily based in a corporate setting. Responsibilities will necessitate regular presence in the office or field, with some tasks potentially performed remotely, depending on managerial discretion.

In this capacity, you will offer OCIO (Outsourced Chief Investment Officer) solutions to various entities, including non-profit organizations, defined benefit pension plans, and corporations. Key responsibilities encompass managing relationships with current clients, overseeing portfolios in alignment with investment policy statements, providing strategic and tactical allocation recommendations tailored to each client's distinct requirements, and aiding in the pursuit of new business opportunities. The CFA designation is highly preferred.

Key Responsibilities
  • Oversees client accounts in accordance with established investment objectives, potentially offering specialized advice on planned giving and analyzing program effectiveness and strategies.
  • Delivers the PNC investment experience to clients, offering actionable insights, market analysis, and reporting on investment performance.
  • Responsible for maintaining and expanding assets under management while supporting and potentially leading sales initiatives through the introduction and enhancement of financial services to clients.
  • Implements risk management protocols by adhering to PNC's policies and procedures, assisting the Functional Director in the oversight, performance evaluation, and mentorship of investment professionals.
At PNC, we take pride in our reputation, and we expect our employees to embody the following values:
  • Client-Centric Approach - Understand and prioritize customer needs and satisfaction in all business decisions, leveraging this knowledge to create tailored client solutions.
  • Risk Management - Effectively assess and manage all risks associated with business objectives and activities to ensure compliance with PNC's Enterprise Risk Management Framework.
Core Competencies

Client Relationship Management - Ability to identify and fulfill client needs while maintaining a collaborative relationship throughout engagements; includes influencing, communicating, presenting, facilitating, managing, and developing others.

Decision Making and Analytical Thinking - Proficient in understanding the intricacies of the decision-making process; capable of thoroughly analyzing situations and reaching effective conclusions.

Effective Communication - Skilled in various communication concepts, tools, and techniques; adept at transmitting, receiving, and accurately interpreting ideas, information, and needs through appropriate communication methods.

Investment Advisory - Knowledgeable in utilizing diverse techniques to design and implement investment strategies that align with investment goals, as well as providing effective portfolio management to optimize returns.

Portfolio Oversight - Familiarity with the tools, techniques, and best practices associated with managing client securities investments.

Product Knowledge - Awareness of major products and services, with the ability to apply this knowledge effectively across various scenarios.

Value Proposition - Understanding the principles and practices of selling products, technology, and services; capable of articulating overall product/service value and differentiating support offerings that address clearly defined customer needs.

Experience Requirements

Positions at this level typically necessitate a university/college degree. Advanced education such as a Master's degree, PhD, or relevant certifications is desirable. Industry experience is generally expected to be 8+ years. Specific certifications may be required. In lieu of a degree, a comparable combination of education, job-specific certifications, and experience (including military service) may be considered.

Educational Background

Bachelor's Degree

Additional Information

Benefits

The PNC Financial Services Group, Inc. offers a comprehensive benefits package to support your needs now and in the future. Depending on eligibility, options for full-time employees include medical/prescription drug coverage (with a Health Savings Account feature); dental and vision plans; life insurance for employees and their families; short- and long-term disability coverage; maternity and parental leave; paid holidays, vacation days, and occasional absence time; 401(k), pension, and stock purchase plans; dependent care reimbursement; back-up child/elder care; adoption assistance; educational support; and a robust wellness program with financial incentives.

Equal Employment Opportunity (EEO):

The PNC Financial Services Group, Inc. provides 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.

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