Defined Contribution Investment Director (Charlotte)
$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
$275k
...opportunity to make meaningful contributions to client engagements and... ...industry.Intrepid is a specialty investment bank and provides M&A,... ...Francisco, New York, Chicago, and Charlotte. Intrepid is the middle-... ...and experienced Managing Director for our Business & Financial...SuggestedFull timePart timeWork at officeLocal areaRemote work$155.6k - $306.8k
...Position Summary As a Manager in Investment Wealth Management, you will help organizations define strategic priorities, solve complex business... ...culture empowers our people to be who they are, contribute their unique perspectives, and make a difference...SuggestedPart timeLocal areaVisa sponsorship$155.6k - $306.8k
...Business Strategy Manager focused on the Investment Management (IM) industry to advise... ...leaders to solve complex business challenges, define & drive growth strategy, and help... ...empowers our people to be who they are, contribute their unique perspectives, and make a difference...SuggestedPart time$144.6k - $265.1k
...Process, Risks and Controls Transformation - Investment Management - Enterprise Operations &... ...empowers our people to be who they are, contribute their unique perspectives, and make a... ...synonymous with how we work every day. It defines who we are. Our purpose comes through in...SuggestedPart timeVisa sponsorship- ...Corporate & Investment Bank (CIB) delivers a comprehensive suite of banking, capital markets... ...supporting junior team members, while contributing to asset management process improvement... ...SummaryLocation: IRVINE, CA; BOSTON, MA; LOS ANGELES, CA; CHARLOTTE, NCType: Full time...SuggestedFull timePart timeWork experience placementWork at office
$163k - $322.1k
...Controllership, Treasury, and FP&A sub-offerings.Define and maintain the product roadmap, aligning technology investment priorities with Finance Transformation... ...culture empowers our people to be who they are, contribute their unique perspectives, and make a difference...Part timeLocal areaVisa sponsorship- ...Job ID: R_348562Company: Marsh McLennanLocation: Charlotte House, Charlemont Street, Dublin, IrelandJob Type: RegularCategory: ConsultingIndustry... ...of Mercer’s largest and most rapidly-growing business areas – investment solutions. As part of our Investment Solutions International...Part timeWork at officeLocal areaRemote workFlexible hours3 days per week1 day per week
$160k - $180k
...Job Description: Director, Adhesion Investment Platform Management Job Description... ...and are close to our Charlotte, NC office. Job Responsibilities... ...AssetMark and Adhesion to define, prioritize, and execute... ...PPO ~ HSA - Employer contribution (HDHP only) ~...Work at officeFlexible hours$213k
...Capital Markets is a leading corporate and investment bank offering capital markets and... ...range of dynamic industries. The Managing Director will be responsible for sourcing, pitching... ...OH; Remote, United States; Houston, TX; Charlotte, NC; Dallas, TX; San Francisco, CA; Boston...Full timePart timeWork at officeRemote workFlexible hoursNight shift- ...Description:Pacific Life is seeking an Actuary & Director, Model Risk Management to join our team... ...in Newport Beach, CA, Omaha, NE, or Charlotte, NC. If you are not currently located... ...with company match and an additional contribution regardless of participationYou Can Be...Full timePart timeWork from homeRelocation packageFlexible hours1 day per week
$75k - $110k
...Multi-Family RE Portfolio Manager – Charlotte, NC What is the opportunity? RBC Capital Markets – RBC Community Investments ( part of the Royal Bank of Canada (RBC)... ...as 401(k) program with company-matching contributions, health, dental, vision, life, disability...Full timeFor contractorsLocal areaFlexible hours- ...well-being. It means being rewarded for investing in your community, celebrated for being... ...Role: Wells Fargo is seeking a Technology Director in technology as part of the Wealth &... ...positionPosting Locations: 1525 W W T Harris Blvd. - Charlotte, North Carolina 28262Posting End Date: 1...Full timePart timeWork experience placement
- ...Development Program - Financial Advisor: Charlotte & Associates Market Charlotte, North... ...of comprehensive wealth management and investment products and services for individuals, companies... ...your business knowledge by using a defined consultative approach to systematically...Interim roleWork at officeLocal areaImmediate startShift workDay shift
- ...Corporate & Investment Bank (CIB) delivers a comprehensive suite of banking, capital markets... ...:Wells Fargo is seeking an Executive Director, Commercial Real Estate Portfolio Management... ...during the recruiting and hiring process.SummaryLocation: CHARLOTTE, NCType: Full time...Full timePart timeWork experience placementWork at office
- ...compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to... ..., Short Hills, NJ461 From Road, Paramus, NJ550 S Tryon St., Charlotte, NC4208 Six Forks Road, Raleigh, NC100 N 18th Street,...Full timePart timeWork experience placement
$235k - $260k
...CORPORATE TRUST JUNIOR ASSOCIATE ATTORNEY – FINANCE PRACTICELocation: Charlotte, NCHYBRIDOur client, a prominent international AmLaw 50law... ...on complex transactionsMaintain direct client interaction and contribute to the growth of the firm’s finance practiceWhy Join Us?This...Part timeWork at officeFlexible hours- ...compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to... ...St, Richmond, VA171 17th St NW, Atlanta, GA550 S Tryon St, Charlotte, NC51 JFK Pkwy, Short Hills, NJSalary to be determined based...Full timePart timeWork experience placement
$95k - $105k
...Accountant - Private Equity La Jolla | Charlotte We are global private markets specialists delivering tailored investment solutions, advisory services, and impactful... ...Must be able to work independently, but contribute in a team-oriented environment Strong verbal...$69.69k - $89.89k
...s Interesting About This Role: The Director of Philanthropy plays a pivotal role in... ...independently. Position Details: Location: Charlotte, NC Location Type: Hybrid - with... ...donors. • Lead efforts that contribute directly to meeting or exceeding all philanthropic...Full timeMonday to FridayAfternoon shift$131k - $180.1k
...unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster... ...position will be available to candidates in Minneapolis MN and Charlotte NC. KEY RESPONSIBILITIES * Provide direct oversight of...Full timePart timeH1bWork at officeWork from homeVisa sponsorship1 day per week$243.53k - $305.55k
...Location: New York, Charlotte, Stamford, Hoboken, Iselin At EY, we’re all in to shape your... ..., Financial Services – Associate Director – (New York or Charlotte) The Opportunity... ...delivering Sales impact through personal sales contribution and deal origination goals, owning...Work experience placementSummer holidayFlexible hours$150k - $180k
...financial plans and advise on investment, retirement, estate, and... ...a full-time position in our Charlotte, NC office with a hybrid work... ...culture, guide our decisions, and define what it means to be part of... ...or PPO ~ HSA - Employer contribution (HDHP only) ~ Volunteer...Full timeWork at officeFlexible hours$80.6k - $98.9k
...delivery execution while including defining agent responsibilities,... ...and thought leadership, contributing perspectives on digital, data... ...Compensation & Benefits Sia invests in total rewards that... ...markets, including New York City, Charlotte, Greater Seattle, San...Work experience placementInternshipWork at officeImmediate startWorldwide3 days per week- ...Financial Solutions Advisor - Charlotte, NC Salisbury, North Carolina;Concord, North Carolina; Charlotte, North Carolina; Cornelius... ...asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage...Temporary workWork at officeMonday to FridayShift workDay shift
- ...Entry Level – Financial Advisor - NC, Charlotte (3623) ( PIN_42276 ) Primary Location : UNITED STATES-NC-Charlotte Organization : Equitable Advisors Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over...Work experience placementWork at officeLocal areaFlexible hours
$243.53k - $305.55k
...Location: New York, Charlotte, Stamford, Hoboken, Iselin At EY, we’re all in to shape... ..., Financial Services – Associate Director – (New York or Charlotte) Our Sales... ...delivering Sales impact through personal sales contribution and deal origination goals, owning...Work experience placementSummer holidayFlexible hours$119.55k - $164.39k
...position is Corning, New York or Charlotte, NC. The individual will... ...divisions, including defining plans for portfolio expansions... ...real estate with finance and investment concentration. Bi- lingual... ...pension benefit with fixed contributions that grow throughout your career...Full timeWork at office- Key Responsibilities Analyze business processes, assess the organization’s current state, and define future state solutions. Lead client workshops to educate stakeholders and guide them through Workday Financials functionalities. Conduct working sessions with clients...Contract work
$210k - $360k
...search for important and impactful work lead to the same place.We are seeking a midlevel Corporate Finance associate to join our Charlotte or Pittsburgh office. The ideal candidate will have two to six years of sophisticated law firm experience with private equity, private...Full timeTemporary workPart timeWork at officeLocal areaRemote work- ...opportunity to succeed, build a career and contribute to our shared success. This includes... ...deliver Bank of America’s core banking, investment solutions and approach to client care. We... ...Grow your business knowledge by using a defined consultative approach with clients to systematically...Work at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Defined Contribution Investment Director (Charlotte). Be the first to apply!
- investment executive Charlotte, NC
- investment manager Charlotte, NC
- director investment banking Charlotte, NC
- investment director Charlotte, NC
- investment accounting manager Charlotte, NC
- investment Charlotte, NC
- investment writer Charlotte, NC
- investment operations Charlotte, NC
- infrastructure investment Charlotte, NC
- investment intern (private equity) Charlotte, NC









