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Senior Investment Advisor - OCIO

Company: PNC Financial Services Group, Inc.
Location: Boston
Posted on: February 25, 2021

Job Description:

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. As a Senior Investment Advisor - OCIO (Outsourced Chief Investment Officer) within PNC's Institutional Asset Management organization, you will be based in Boston, MA.

Preferences/Skills for this position include:

--- Large Institutional/OCIO client experience
--- Strong investment knowledge
--- Experience supporting sales efforts
--- Strong presentation skills
--- CFAJob Description

  • 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 professionals
  • 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 platform.
  • 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 prospects.
  • 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 market(s). 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.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. Work Experience Roles at this level typically require a university / college degree. Higher level education such as a Masters degree, or PhD is desirable. Industry experience is typically 8 + years. Specific certifications are often required. In lieu of a degree, a comparable combination of education and experience (including military service) may be considered. Education Bachelors 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 pathfinder@pnc.com.-- 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. 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. For more than 160 years, we have been committed to supporting our customers, communities, employees and shareholders. At PNC, we are proud of our longstanding history of building strong communities that create financial opportunities for individuals, families and businesses. The commitment to creating a differentiated experience for our customers is driven by our commitment to doing the same for our employees. That means providing employees with the opportunities to make an impact, develop and grow, and be part of an inclusive culture where everyone is valued. It's how we make sure that we have the right people, in the right roles, doing their best work for our customers.-- PNC also offers customers - from individuals and small businesses, to corporations and government entities - a wide range of products and services. No matter how simple or complicated your needs, we're sure to have the products, knowledge and resources necessary to help you meet your financial goals.

Keywords: PNC Financial Services Group, Inc., Boston , Senior Investment Advisor - OCIO, Other , Boston, Massachusetts

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