PNC Financial Advisor – Senior Investment Advisor
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PNC Directions is a mutual fund and exchange-traded fund investment advisory program designed for investors taking those first steps toward achieving their financial goals.
PNC Bank is not registered as a municipal advisor under the Dodd-Frank Wall Street Reform and Consumer Protection Act. “PNC Wealth Management,” is a registered mark of The PNC Financial Services Group, Inc. Important Information about Procedures for Opening a New Account
PNC Capital Advisors, LLC is a wholly-owned subsidiary of PNC Bank, N.A. and an indirect subsidiary of The PNC Financial Services Group, Inc. PNC Capital Advisors’ strategies and the investment risks and fees associated with each strategy can be found within Part 2A of the firm’s Form ADV.
PNC uses the marketing names Retirement 1-on-1 SM and PNC Financial Wellness Achievement Center SM for employee education services provided by PNC Bank. PNC does not provide legal, tax, or accounting advice unless, concerning tax advice, PNC Bank has entered into a …
PNC Capital Advisors, LLC is a wholly-owned subsidiary of PNC Bank, N.A. and an indirect subsidiary of The PNC Financial Services Group, Inc. PNC Financial Advisor strategies and the investment risks and fees associated with each strategy can be found within Part 2A of the firm’s Form ADV.
PNC Wealth Management is the wealth advisory branch of PNC Bank, a bank based in Pittsburgh. The firm’s advisory business is broad, which is befitting of such a large parent organization. Nearly 2,000 people are working at the firm, including more than 750 financial advisors. The larger company also offers banking and lending services …
About PNC Financial Services Group For more than 160 years, PNC has committed to providing clients with great service and powerful financial knowledge that helps them meet their financial goals. We are proud of our longstanding history of supporting not only our customers but also our communities, employees, and shareholders through strategic …
Average PNC Financial Services Group Financial Advisor yearly pay in the United States is approximately $42,187, which is 38% below the national average. Salary information comes from 4 data points collected directly from employees, users, and past and present job …
PNC Financial Advisor has the right banking products and financial expertise for individuals, small businesses, and large institutions. Choose PNC for checking accounts, credit cards, mortgages, investing, borrowing, asset management, and more — all for the achiever in you.
Is PNC a municipal advisor?
PNC does not provide legal, tax, or accounting advice unless, concerning tax advice, PNC Bank has entered into a written tax services agreement. PNC Bank is not registered as a municipal advisor under the Dodd-Frank Wall Street Reform and Consumer Protection Act (“Act”).
Who is PNC Capital Advisors?
Sean is the managing director and chief investment officer of PNC Capital Advisors. Drawing on his extensive experience in fixed income research and portfolio management, he leads the team’s overall investment strategy and process and directs the implementation of these ideas across the firm’s investment solutions.
What is PNC Wealth Management?
At PNC Wealth Management, our team starts by learning about what matters most to you. We listen carefully to concerns about your money and offer a broad range of services based on a comprehensive financial plan customized for you to achieve and maintain financial success.
What is PNC Bank?
PNC uses the marketing name PNC Institutional Advisory Solutions ® for discretionary investment management, trustee, and related services conducted by PNC Bank. PNC uses the marketing name PNC Retirement Solutions ® for investment, consulting, trustee, and custody services for employer-sponsored retirement plans provided by PNC Bank.
Senior Investment Advisor – Institutional Asset Management (OCIO) – PNC Financial Services Group
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 Senior Investment Advisor within PNC’s Institutional Asset Management organization, you will be based in Dallas, TX.
Job Description
Provides portfolio and relationship management services to sophisticated clients with large and complex account types. Manages accounts by investment objectives, incorporating PNCs investment approach, philosophy, and platform. Responsible for delivering the PNC investment experience to clients. Responsible for maintaining and growing assets under management. Additionally, responsible for assisting in the oversight of investment activities of the investment professionals in that team or market.
Responsibility for providing portfolio and relationship management services to sophisticated clients with large and complex account types. Will manage these accounts by investment objectives that have been developed with the client, incorporating PNCs investment approach, philosophy, and platform. Depending on the 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 adherence to PNC’s policies and procedures. Supports the Functional Director in the oversight, performance management, and coaching of investment professionals.
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.
Competencies
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’s degree, Ph.D., or certifications is desirable. Industry-relevant experience is typically 8+ years. Specific certifications are often required. Instead of a degree, a comparable combination of education and experience (including military service) may be considered.
Preferences/Skills for this position include:
- Institutional client experience
- Strong investment knowledge
- Experience supporting sales efforts
- Strong presentation skills
- CFA
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