AMG Product Specialist Sr

PNC; United States; On-site; USD 110,000 - 170,000; Full time

Benefits offered by this job

Medical and vision coverage

401(k) with company match

Paid time off and holidays

Job summary

PNC Private Bank is seeking an AMG Product Specialist Sr who will contribute to fiduciary, retirement and tax planning within a confidential home-based workspace when approved. The role emphasizes collaboration, strong communication, and advanced Excel proficiency.

A bachelor’s degree and at least five years of related experience are expected, with JD preferred. Remote work is possible in select locations with approval.

Qualifications

• Bachelor's degree and 5+ years of industry experience typically required.
• Having a legal background or Juris Doctor (JD) highly preferred.

Responsibilities

• Supports the team on execution of strategies including updating policies, procedures and processes.
• Works with business leaders to deliver an exceptional client experience.
• Acts as an additional contact for escalated fiduciary, compliance, and operational matters.
• Monitors risk management and escalated issues from line of business.
• Represents the function in enterprise initiatives.
• Backups AMG Product Specialist Advisor when needed.

Skills

Account Management

Active Listening

Asset Management

Client Relationship Building

Competitive Advantages

Compliance Training

Conflict Management

Content Marketing

Identifying Sales Opportunities

Education

Bachelors

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. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As an AMG Product Specialist Sr within PNC Private Bank, work may be performed from a quiet, confidential space in a home location, approved by PNC. This position may not be available in all geographic locations.

Job Profile

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. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As an AMG Product Specialist Sr within PNC Private Bank, work may be performed from a quiet, confidential space in a home location, approved by PNC. This position may not be available in all geographic locations.

Seeking a detail-oriented and adaptable professional with a strong background in trust and fiduciary services, retirement and tax planning, and IRA administration. The ideal candidate will possess excellent problem-solving skills, strong verbal and written communication abilities, and a demonstrated capacity to work collaboratively within a team environment. Proficiency in technology tools, such as Microsoft Excel, is essential. A commitment to continuous learning and the ability to actively listen and respond to client needs are also key attributes. A bachelor’s degree and a minimum of five years of relevant industry experience are typically required. Having a legal background or a Juris Doctor (JD) is highly preferred.

This position may be eligible for remote work in select geographic locations, subject to approval by PNC. If approved, work must be conducted from a quiet, secure, and confidential home-based workspace. Occasional in-office participation may be required based on business needs.

PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.

Job Description

• Supports the team on execution of strategies including updating policies, procedures and processes and ensures a consistent execution.


• Works within the team and with other business leaders/employees to provide solutions and support the delivery of an exceptional client experience.


• Serves as an additional point of contact for escalated fiduciary, compliance, and operational matters.


• Supports the Director in monitoring risk management and escalated issues from the line of business leaders.


• Represents the function and line of business as part of enterprise and other initiatives.


• Serves as backup to the AMG Product Specialist Advisor.

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 required certifications/licensures needed to be successful in this position.

Preferred Skills

Account Management, Active Listening, Asset Management, Client Relationship Building, Competitive Advantages, Compliance Training, Conflict Management, Content Marketing, Identifying Sales Opportunities

Competencies

Account Management, Business Performance Management, Fiduciary Responsibilities, Problem Solving, Regulatory Environment - Financial Services

Work Experience

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.

Education

Bachelors

Certifications

No Required Certification(s)

Licenses

No Required License(s)

Language Assessments

No Required Or Preferred Language Assessments

Application Window

Generally, this opening is expected to be posted for two business days from 09/02/2026, although it may be longer with business discretion.

Benefits

PNC offers 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; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back‑up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.

In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.

To learn more about these and other programs, including benefits for full time and part‑time employees, visit pncthrive.com.

Disability Accommodations Statement

If an accommodation is required to participate in the application process, please contact us via email at [e-mail]. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call 877-968-7762 and say \"Workday\" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.

At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.

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.

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 California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.