- Manages accounts in accordance with investment objectives that have been developed with the client. Depending on line of business, may provide specialized advice on planned giving, as well as analyzing program health and strategies.
- Responsible for delivering the PNC investment experience to clients, providing actionable advice, market insight and reporting on investment results.
- Responsible for maintaining and growing assets under management. Additionally supports and may lead the sales efforts of the business through the introduction and expansion of financial services to the client.
- Executes risk management practices through the adherence to PNC's policies and procedures. Supports the Functional Director in the oversight, performance management, and coaching of investment professionals.
- 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.
-
Senior Investment Advisor
2 weeks ago
CFA Institute Phoenix, United StatesSenior Investment Advisor (OCIO) – Institutional Asset Management · 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 ...
-
Senior Investment Advisor
3 weeks ago
PNC Financial Services Group Phoenix, United StatesSenior Investment Advisor - Institutional Asset Management page is loaded · Senior Investment Advisor - Institutional Asset Management · Apply · locations · AZ - Phoenix · time type · Full time · posted on · Posted 4 Days Ago · job requisition id · R154338 · Position O ...
-
Senior Investment Advisor
4 weeks ago
PNC Phoenix, United States**Position Overview** · 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 ...
-
Senior Investment Advisor
6 days ago
PNC Financial Services Group Phoenix, United StatesPosition Overview · 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 em ...
-
Senior Investment Advisor
1 week ago
PNC Phoenix, United StatesPosition Overview · 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 em ...
-
Senior Investment Advisor
1 week ago
PNC Financial Services Group Phoenix, United StatesJob Profile · Position Overview · 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 wher ...
-
Senior Investment Advisor
1 week ago
PNC Financial Services Group Phoenix, United StatesJob Profile · Position Overview · 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 wher ...
-
Senior Investment Advisor
3 weeks ago
PNC Financial Services Group Phoenix, United StatesPosition Overview · 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 em ...
-
Senior Investment Advisor
2 weeks ago
PNC Financial Services Group Phoenix, United StatesJob Profile · Position Overview · 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 wher ...
-
Senior Investment Advisor
1 week ago
PNC Financial Services Group Phoenix, United StatesJob Profile · Position Overview · 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 wher ...
-
Senior Investment Advisor
3 weeks ago
PNC Phoenix, United States Full timePosition Overview · 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 emp ...
-
Senior Investment Advisor
3 weeks ago
PNC Phoenix, United States Full timeSenior Investment Advisor (OCIO) – Institutional Asset Management · 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 ...
-
Financial Investment Advisor
3 weeks ago
HUB International Scottsdale, United StatesFinancial Investment Advisor page is loaded · Financial Investment Advisor · Solicitar · locations · Scottsdale, AZ · time type · Full time · posted on · Publicado hace 2 días · job requisition id · R · As a Financial Advisor on the Wealth Management Services team, you ...
-
Financial Investment Advisor
1 week ago
HUB International Scottsdale, United StatesFinancial Investment Advisor page is loaded · Financial Investment Advisor · Solicitar · locations · Scottsdale, AZ · time type · Full time · posted on · Publicado hace 2 días · job requisition id · R · As a Financial Advisor on the Wealth Management Services team, you ...
-
Relationship Manager
1 week ago
Magellan Financial Phoenix, United States**Join Foundations Invest Advisors - Relationship Manager** · **About Foundations Investment Advisors**: As a rapidly expanding Registered Investment Advisor (RIA), Foundations Investment Advisors is proud to offer a dynamic turnkey asset management platform that supports over 35 ...
-
Client Relationship Manager
2 weeks ago
Magellan Financial Phoenix, United States**Join Foundations Invest Advisors - Client Relationship Manager** · **About Foundations Investment Advisors**: As a rapidly expanding Registered Investment Advisor (RIA), Foundations Investment Advisors is proud to offer a dynamic turnkey asset management platform that supports ...
-
Marketing Project Manager
2 weeks ago
Berkadia Phoenix, United StatesAre you looking for an opportunity to work on a highly collaborative team where partnership drives performance? · Berkadia's investment sales platform offers the highest-quality deal marketing resources, technology that marries local expertise with capital markets knowledge, and ...
-
Project Coordinator
3 weeks ago
Assetmark Phoenix, United StatesJob Description: · AssetMark is a leading strategic provider of innovative investment and consulting solutions serving independent financial advisors. We provide investment, relationship, and practice management solutions that advisors use in helping clients achieve wealth, indep ...
-
Receptionist
1 week ago
Magellan Financial Phoenix, United States**YOUR Pathway to More. Better. Different.** · At **Magellan Financial** and **Foundations Investment Advisors**, we transcend the traditional boundaries of a financial firm. We are pioneers, visionaries, and allies for premier independent financial advisors across the country. B ...
-
Business Development Partner Advocate
2 weeks ago
Voya Financial Phoenix, United StatesTogether we fight for everyone's opportunity for a better financial future._ · We will do this together — with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone's access to opportunities. The status quo is not go ...
Senior Investment Advisor - Phoenix, United States - PNC Financial Services Group
Description
Job ProfilePosition Overview
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 Senior Investment Advisor within PNC's Institutional Asset Management organization, you will be based in Phoenix, AZ.
The position is primarily based in a PNC location. Responsibilities require time in the office or in the field on a regular basis. Some responsibilities may be performed remotely, at the manager's discretion.
Reporting to the Institutional Asset Management Market Leader, you will deliver OCIO (Outsourced Chief Investment Officer) solutions to non-profit organizations, defined benefit pension plans, and corporations. Responsibilities include relationship management with existing clients, managing portfolios in accordance with the investment policy statement, providing recommendations for strategic and tactical changes in allocation based on each client's unique needs, and supporting the development of new business opportunities. The CFA designation is strongly preferred.
Job Description
Client Relationship Management - Knowledge and ability to determine and satisfy client needs and maintain a partnering relationship during engagements; includes influencing, communicating, presenting, facilitating, managing and developing others.
Decision Making and Critical Thinking - Understanding of the issues related to the decision-making process; ability to analyze situations fully and accurately, and reach productive decisions.
Effective Communications - Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors.
Investment Consulting - Knowledge of and ability to use various techniques to design and implement investment strategies according to investment objectives as well as to provide effective portfolio management and to maximize investment returns.
Portfolio Management - Knowledge of and ability to utilize the tools, techniques, and acceptable business practices associated with managing a client's securities investments.
Products and Services - Knowledge of major products and services and product and service groups; ability to apply this knowledge appropriately to diverse situations.
Value Selling - Knowledge of the principles and practices for selling products, technology and services; ability to provide overall product/service 'value' and differentiating support offerings that address clearly understood customer needs.
Work Experience
Roles at this level typically require a university / college degree. Higher level education such as a Masters degree, PhD, or certifications is desirable. Industry relevant experience is typically 8+ years. Specific certifications are often required. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
Education
Bachelors
Additional Job Description
Benefits
PNC offers employees 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; maternity and parental leave; paid holidays, vacation days and occasional absence time; 401(k), pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption assistance; educational assistance and a robust wellness program with financial incentives. To learn more about these and other programs, including benefits for part-time employees, visit > New to PNC.
Disability Accommodations Statement:
If an accommodation is required to participate in the application process, please contact us via email at Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
Equal Employment Opportunity (EEO):
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
California Residents
Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
