Defined Contribution Investment Director (Dallas)
$146.3k - $326.04kThe PNC Financial Services Group
Job ID: R221589Posted: 2026-06-01Location: PNC Bank N.A. (PA375); PNC Center - Cincinnati (OHA45); 12th and Midtown Atlanta (GA114); PNC Dallas (TX135); Franklin Building - Chicago (IL016); The Tower at PNC Plaza (PAA86); Charlotte Piedmont Center (NC037); PNC Plaza - Raleigh (NC207); PNC Center - Cleveland (OH001); Denver - 1144 15th Street (CO034)Salary: $146,300.00 - $326,040.00Type: Full timeCountry: United States of AmericaCompany: PNCPosition OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Defined Contribution Investment Director within PNC's Asset Management Group Investment Office organization, you will be based in Philadelphia, PA. Other PNC locations will also be considered. The Defined Contribution Investment Director leads the investment team within the AMG Investment Office supporting the Retirement Solutions / Fiduciary Investment Services (FIS) line of business. This role is responsible for investment strategy, fiduciary oversight, retirement plan advisor support, and thought leadership, while also managing and developing an investment team. The Director partners closely with business leaders, advisors, legal and risk partners, and external vendors to support client retention, growth, and high quality fiduciary outcomes for a growing business.Key responsibilities include:Investment Strategy & Fiduciary Oversight• Lead the development and ongoing maintenance of the Retirement Solutions investment philosophy, including lineup construction, asset class preferences, active/passive implementation, and approved investment vehicles.• Oversee fiduciary investment due diligence processes for 3(21) and 3(38) services in alignment with Investment Policy Statements and internal control standards.• Represent the organization as a 3(38) Investment Manager, including reviewing and approving Investment Policy Statements, evaluating client requested changes, and partnering with Legal on material updates.Advisor & Client Support• Serve as a trusted investment resource to Retirement Plan Advisors by providing guidance on client specific investment questions, lineup construction, and target date fund reviews.• Participate in client and prospect meetings as requested, offering investment observations, insights, and presentation support.• Train newly hired advisors on investment philosophy, fiduciary processes, reporting tools, and investment protocols, and provide ongoing advisor education.Business Partnership & Thought Leadership• Partner with Line of Business leadership to align on strategic objectives.• Create and deliver investment thought leadership and educational content for clients, prospects, and advisors, including webinars and presentations.• Contribute to sales and marketing efforts by reviewing or drafting investment related RFP responses and presentation materials.Vendor & Platform Management• Manage key vendor relationships (e.g., investment analytics and reporting platforms) and ensure service standards are met.• Lead investment related technology initiatives and system enhancements to improve advisor oversight, reporting accuracy, and efficiency.• Partner with asset managers to identify opportunities for lower cost vehicle access and enhanced investment solutions.Leadership & Team Development• Lead, coach, and develop a team of investment professionals, fostering accountability, innovation, and collaboration.• Align team priorities with business strategy, client needs, and retention goals.Preferred experience/skills:• Significant experience in institutional retirement plan investments, fiduciary services, or investment advisory leadership.• Deep knowledge of ERISA, 3(21) and 3(38) fiduciary services, investment due diligence, and retirement plan structures.• Demonstrated people management experience with a track record of developing high performing teams.• Strong communication skills and proven ability to influence senior business partners, advisors, and clients.• Experience working with investment platforms, analytics tools, and advisor reporting solutions.• Professional investment or fiduciary designations (e.g., CFA) preferred.PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals.PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.Job DescriptionManages and guides respective team. Sources and monitors investment managers. Drives strategy which includes creating and implementing processes and best practices and coordinating with business lines to align IAR efforts with business line goals. Provides sales support and subject matter expertise to the investment field. Provides input to portfolios and partners with Investment Strategy and Portfolio Management to publish thought leadership.Coordinates across business lines to align goals of alternative, traditional or operational due diligence teams. Determines and implements strategy to support and meet the business line goals.Provides sales support across business lines to retain existing clients and attract new clients where appropriate. Designs and oversees creation of educational materials and regular reports to enhance the knowledge of the investment field and the client experience. Participates in client or prospect meetings with the largest and most sophisticated clients who tend to be the most demanding and sensitive.Monitors and selects managers within assigned coverage area for the platform and/or portfolios. Continuously improves platform, applicable processes and PNC's subject matter expertise by screening third party databases, attending industry conferences and networking with industry contacts. Develops and implements internal investment advisor research processes focused on manager selection, monitoring and risk management.Manages analysts and associates in execution of team strategy.PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.PNC also has fundamental expectations of our people managers. As a manager of talent in PNC, you will be expected to:Include Intentionally - Cultivates diverse teams and inclusive workplaces to expand thinking.Live the Values - Role models our values with transparency and courage.Enable Change - Takes action to drive change and innovation that will transform our business.Achieve Results - Takes personal ownership to deliver results. Empowers and trusts others in decision making.Develop the Best - Raises the bar with every talent decision and guides the achievement of all employees and customers.QualificationsSuccessful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.Preferred SkillsAnalytical Thinking, Asset Management, Capital Management, Due Diligence, Financial Management, General Ledger (GL), Process Control, Revenue RecognitionCompetenciesDecision Making and Critical Thinking, Effective Communications, Industry Knowledge, Influencing, Managing Multiple Priorities, Problem Solving, Regulatory Environment - Financial ServicesWork ExperienceRoles at this level typically require a university / college degree. Higher level education such as a Masters degree, PhD, or certifications is desirable. Industry experience is typically 8+ years. At least 5 years of prior management experience is typically required. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.EducationCertificationsNo Required Certification(s)LicensesNo Required License(s)Pay TransparencyBase Salary: $146,300.00 – $326,040.00Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance.Application WindowGenerally, this opening is expected to be posted for two business days from 05/07/2026, although it may be longer with business discretion.BenefitsPNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), 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/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 2
$146.3k - $326.04k
...our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Line of Business Risk Manager... ...organization, you will be based in Pittsburgh, PA / Strongsville, OH / Dallas, TX / Birmingham, AL.• Responsible for the oversight of risk...SuggestedFull timeTemporary workPart timeWork experience placementWork at office- ...our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Branch Banker within PNC's... ...conversations through internal and outbound interactions with a defined sales process including outbound calling, service to sales, teller...SuggestedFull timeTemporary workPart timeWork experience placementWork at officeShift work
$50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With... ...proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial...SuggestedWork at officeWork from homeHome officeFlexible hours- ...first professional levels. Its institutional focus is on developing strong mentoring relationships with each of its students and contributing vitally to economic development of Northeastern Pennsylvania. The University is located in Wilkes-Barre, Pennsylvania, a...SuggestedFull timeWork at office
- ...The ideal candidate will have a strong sales background, customer relationship management experience, and be dedicated to enhancing client financial wellness. KeyCorp values employees who contribute to an inclusive culture and support community needs. #J-18808-Ljbffr...Suggested
- Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry‑leading training, mentors, and products. Responsibilities...Work at officeFlexible hours
- ...Wealth teams. What You'll Do: Manage and grow a sizeable book of high-value client relationships Deliver sophisticated investment and insurance strategies aligned to client goals Drive new business through referrals, centers of influence, and internal...Work experience placement
$20.67 - $31.25 per hour
...influencing business partners and leveraging centers of influence, as this role will require significant influence of partners such as Key Investment Services, Mortgage and Business Banking sales professionals. (required)Working knowledge of PCs (MS Windows and Office Products...Hourly payDay shift- KeyBank in Hickorytown, Pennsylvania is seeking a Personal Banker. The role involves engaging clients to understand their financial needs, offering tailored solutions, and opening various accounts. Building strong relationships with clients and team members is essential...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Defined Contribution Investment Director (Dallas). Be the first to apply!


