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 clients. As an Investment Solutions Relationship Manager within PNC's Institutional Asset Management Group, with a strong focus on delivering a variety of complex investment strategies, based on a thorough understanding of client needs and objectives, you will be based in East Brunswick, NJ. Candidates with a strong investment background with multiple asset classes and strong relationship management skills with an investment management organization will find this role rewarding and challenging.
Develops, implements, manages and provides ongoing review on most complex client investment strategies based on thorough understanding of client needs and objectives. Owns the client relationship by monitoring customer satisfaction service levels and managing revenue streams to meet relationship profitability. May implement plan design.
Manages a book of business and establishes and executes the investment management and review of the most complex relationships in accordance with client objectives and PNC's solutions. Provides industry/market insights and perspectives. Retains and grows assets under management and\or revenue for assigned relationships through the delivery of an exceptional client investment experience. May be responsible for retention of the plans .
Acts as a conduit to the most complex and sophisticated clients for all products and services by referring clients to other lines of business. Accountable for working with internal partners where appropriate to acquire new clients and expand services in a proactive manner. May serve as a subject matter expert to internal partners. May lead the sales process for their clients.
May support the Business Development Officers during the sales process and client onboarding.
Executes risk management practices through the adherence to PNC's policies and procedures. May also act as a liaison for both internal and external partners in their business segment.
AIF, CFA, CFP or CIMA preferred
Required Education and Experience
Roles at this level typically require a university / college degree. Higher level education such as a Master’s 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 and experience (including military service) may be considered.
To learn more, visit www.pnc.jobs and search by keyword ‘267448BR’.
PNC provides equal 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.