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. As a Regional
Investment Consultant Director within PNC's Hawthorn organization,
you will be based in any location within PNC's Eastern Region.
Partner with local investment teams to actively engage with UHNW
prospects/clients and family offices to deliver sophisticated,
customized investment strategies. Collaborate with internal
partners on UHNW investment education. Serve as consultant for
internal teams on client investment strategy and portfolio
recommendations. Responsibilities include RFP preparation and
delivery of portfolio tools, resources and other materials.
Experience with Ultra-High Net Worth clients and portfolio
management greatly preferred.
- Accountable for ensuring the execution of PNC investment
experience, portfolio activities and risk management in the
market(s). Responsible for maintaining and growing assets under
management for the market(s). May provide portfolio and
relationship management services to a select number of
sophisticated clients with complex accounts. May conduct the
performance management, hiring and coaching reviews of investment
- Leads the investment professionals in the consistent execution
of the PNC investment experience to clients. Provides actionable
advice, market insight and reporting on investment results for the
market(s). May assist in the development and implementation of
investment management protocols.
- May provide portfolio/platform and relationship management
services to a select number of sophisticated clients with large and
complex account types. Manages accounts in accordance with
investment objectives that have been developed with the client,
incorporating PNC's investment approach, philosophy and
- Responsible for leading the growth of assets under management
and the retention of clients for the market(s). Serves as a
resource and proactively supports the market's acquisition of new
clients and expansion of services. Participates or may lead the
investment sales efforts for select large and complex investment
- Provides leadership and direction to investment professionals.
Leads the performance management, hiring and coaching reviews of
investment professionals. Executes risk management practices
through the adherence to PNC's policies and procedures. Proactively
identifies, resolves or escalates risk management issues.
Accountable for the execution of policies and Regulation 9 in the
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
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
- 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.
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
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
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
Flexibility and Adaptability - Knowledge of successful
approaches, tools, and techniques for dealing with changes and
adapting to a changing environment; ability to adapt as needed.
Performance Management - Ability to apply organization's
performance management system, practices, and tools to developing
and improving individual, team, and organizational performance.
Portfolio Management - Knowledge of and ability to utilize the
tools, techniques, and acceptable business practices associated
with managing a client's securities investments.
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.
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. At least 5 years of prior management experience
is typically required. Proven leadership experience with a moderate
to large scope of responsibility is required. In lieu of a degree,
a comparable combination of education and experience (including
military service) may be considered.
Additional Job Description
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
pncbenefits.com > New to PNC.
Disability Accommodations Statement:
The PNC workplace is inclusive and supportive of individual
needs. If you have a physical or other impairment that might
require an accommodation, including technical assistance with the
PNC Careers website or submission process, please call 877-968-7762
and select Option 4: Recruiting or contact us via email at
The Human Resources Service Center hours of operation are Monday
- Friday 9:00 AM to 5:00 PM ET.
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.
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.