Treasury Management Account Manager jobs at Pnc in United States, Irvine

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.In this position, you will deliver FIS (Fiduciary Investment Services) solutions to sponsors of participant directed defined contribution plans. You will serve as the primary point of contact to provide: 3(21) investment advice or 3(38) investment management, fiduciary education and compliance support, and vendor fee and service benchmarking. Responsibilities include working closely with clients on: plan design, investments, vendor management, participant education, and legislative and regulatory updates. You will support the development of new business opportunities. The Accredited Investment Fiduciary® Designation is strong preferred.Job Description

• 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.

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.

Qualifications

Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and requiredneeded to be successful in this position.

Accountability, Budget Management, Competitive Advantages, Decision Making, Finance Strategy, Financial Modeling, Investment Management, Relationship ManagementClient Relationship Management, Decision Making and Critical Thinking, Effective Communications, Investment Consulting, Portfolio Management, Products and Services, Value SellingRoles 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.No Required Certification(s)No Required License(s)

This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.

California Residents

Refer to the

Preferred skills/experience:• Proven track record of winning new business from institutional investors
• Professional network in the Orange County / Irvine / Inland Empire region
• A results-orientated self-starter who can quickly understand client needs
• Good organizational skills with an emphasis on being able to manage multiple initiatives with diligence and care
• Ability to develop long-term relationships with centers of influence and internal partners
• Have a client centric focus and the ability to influence and lead others to prioritize in this way
• Ability to collaborate across all levels of the organization
• Exceptional verbal, written communication, and presentation skills
• CFA designation is beneficial, but not requiredJob Description

• Identifies prospective AMG clients or referral sources by educating about and positioning AMG capabilities to generate awareness, deliver solutions and drive new revenue. Develops the most complex and sophisticated new client opportunities.
• Calls on prospects and Centers of Influence to sell the full spectrum of AMG products and services, generally at client location and either self-initiated or referred by internal/external partners. Cultivates referrals/leads, generates interest and collaborates with partners to close the sale.
• Observes products, pricing, competitive landscape and bring ideas and suggestions to management and/or partners to establish and execute the appropriate activities, tactics and strategies to generate, identify and pursue new opportunities and successfully close the sale. Uses insight on industry trends, best practices and solution knowledge to obtain new clients and expand existing relationships
• Meets with and educates partners to position the value of AMG capabilities. Assesses new business opportunities on a consistent basis, including completing book of business reviews, responding to new business inquiries and requests for proposals, and maintaining territory/focus lists. Drives team member accountability and participation.
• Maintains timely, accurate and complete sales administration tasks as determined by the business. Expected to train, coach and/or mentor other team members in market if applicable.

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.

Qualifications

Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and requiredneeded to be successful in this position.

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.No Required Certification(s)No Required License(s)

This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.

California Residents

Refer to the

This 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 manager’s discretion. Preferred Locations include Pittsburgh, PA & Cleveland, OH.Job Description

• Drives business and financial results through the selection, design, development and promotion of new and existing products or experiences utilizing traditional and emerging capabilities in technology, operations, and data analytics to offer customers a differentiated product experience.
• Uses knowledge of emerging technologies to deliver products to customers through all applicable channels. Prioritizes and makes decisions regarding product recommendations. Develops business case, business plan and roll-out of specific products or experiences.
• Monitors the marketplace to assess product, technology, and market trends to identify a market need or opportunity. Recommends new products or enhancements to existing products or experiences and develops and designs innovative features. Manages the development, production, roll-out, pricing or promotion of specific products, and recognizes, anticipates and resolves operational and process problems that arise.
• Partners with key stakeholders including sales, marketing, digital channel delivery, and other internal service partners. Participates in client-facing and external stakeholder activities to ensure all product offerings or experiences meet strategic goals. Develops product-specific marketing initiatives. Supports risk management, compliance and audit needs as part of the first line of defense.
• Drives business, financial and customer experience results of new and existing products and recommends modifications in product features and/or marketing to improve results.

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.

Qualifications

Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and requiredneeded to be successful in this position.

Roles at this level typically require a university / college degree, with 5+ years of industry-relevant experience. 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.No Required Certification(s)No Required License(s)

This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.

California Residents

Refer to the