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Defined Contribution Investment Product Specialist

PNC

Defined Contribution Product Specialist

At 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 Product Specialist within PNC's Institutional Asset Management organization, you will be based in Pittsburgh, PA. Other PNC locations listed will also be considered. In this position, you will be part of the product team managing the delivery of investment advisory and employee education solutions to sponsors of participant directed defined contribution plans. Key advisory solutions include 3(21) investment advice or 3(38) investment management, fiduciary education and compliance support, vendor fee and service benchmarking. Responsibilities include working closely with advisors and employee education consultants on investments, plan design, vendor management, participant education, and legislative and regulatory updates. You will also support the development of new business opportunities.

Preferred experience:

  • Demonstrated experience working as, and collaborating with, investment advisors for defined contribution plans.
  • Comprehensive knowledge of complex investment and asset management strategies.
  • Proven expertise in content creation, including delivering presentations at industry and local events, as well as webinars.
  • Established track record in leading sales initiatives.
  • Experience with non-qualified deferred compensation plan.
  • Chartered Financial Analyst (CFA) Designation is strongly 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.

PNC
Vacancy posted 3 days ago
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