Defined Contribution Investment Product Specialist

Habitat For Humanity Of Durham; Raleigh (NC); On-site; USD 65,000 - 139,000; Full time

Benefits offered by this job

Medical coverage

Dental & vision insurance

401(k) with company match

Paid time off

Job summary

PNC is seeking a Senior Retirement Product Manager within its Institutional Asset Management group. The role will focus on delivering investment advisory and education solutions to sponsors of defined contribution plans, working with advisors and educators to design and promote products and services.

The position emphasizes collaboration with sales, marketing and risk/compliance teams, with opportunities to lead new business opportunities and improve participant education offerings.

Qualifications

• Experience collaborating with investment advisors for defined contribution plans.
• Experience delivering presentations and webinars.
• Knowledge of complex investment and asset management strategies.
• Track record in leading sales initiatives.
• Experience with non-qualified deferred compensation plans.
• CFA designation strongly preferred.

Responsibilities

• Drives business and financial results through product design and promotion.
• Uses emerging technologies to deliver products across channels; develops business cases and rollout plans.
• Monitors marketplace trends to identify needs and develop innovative features.
• Partners with sales, marketing, digital channel delivery and internal service partners; supports risk management and compliance.
• Drives customer experience results and suggests feature/marketing modifications.

Skills

Investment advisors collaboration

Content creation

Public speaking

Regulatory updates

Sales initiatives

Education

Bachelor's degree

CFA designation

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 a Senior Retirement Product Manager within PNC’s Institutional Asset Management organization, you will be based in Pittsburgh, PA. Other PNC locations will also be considered.

In this position, you will be part of the product team managing the delivery of investment advisory and employee education solutions to sponsors of participant directed defined contribution plans. Key advisory solutions include 3(21) investment advice or 3(38) investment management, fiduciary education and compliance support, vendor fee and service benchmarking.

Responsibilities include working closely with advisors and employee education consultants on investments, plan design, vendor management, participant education, and legislative and regulatory updates. You will also support the development of new business opportunities.

Preferred experience:

• Demonstrated experience working as, and collaborating with, investment advisors for defined contribution plans.
• Proven expertise in content creation, including delivering presentations at industry and local events, as well as webinars.
• Comprehensive knowledge of complex investment and asset management strategies.
• Established track record in leading sales initiatives.
• Experience with non-qualified deferred compensation plan
• Chartered Financial Analyst (CFA®) Designation is strongly preferred.

PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance.

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

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

Preferred Skills

Business Objectives, Customer Solutions, Marketing, Product Development, Product Management, Sales

Competencies

Business Acumen, Collaborating, Competitive Environment, Decision Making and Critical Thinking, Design Thinking, Effective Communications, Emerging Technologies, Innovation, Knowledge Of Product Line, Problem Solving, Producing Results, Solutions Development

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)

Pay Transparency

Base Salary: $65,000.00 – $139,150.00. Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance.

Application Window

Generally, this opening is expected to be posted for two business days from 04/09/2026, 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, 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.

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.