Hawthorn Regional Investment Director

PNC; Cincinnati (OH); On-site; USD 154,000 - 286,000; Full time

Benefits offered by this job

Medical/prescription drug coverage

401(k) with PNC match

Educational assistance

Job summary

PNC is looking for a Hawthorn Regional Investment Director to collaborate with Investment Advisors across multiple states, including Ohio. You will play a vital role in client acquisition and maintaining existing relationships to enhance service delivery.

This position requires strong communication and collaboration skills. To succeed, you should have a Bachelor's degree, 8+ years of experience, and demonstrate expertise in relationship management and decision-making. A competitive salary and a comprehensive benefits package are offered.

Qualifications

• Successful candidates must demonstrate knowledge, skills, and abilities for this role.
• Industry experience typically requires 8+ years.
• Specific certifications are often required.

Responsibilities

• Support a team of Investment Advisors across several states.
• Work in partnership with advisors and clients for growth.
• Lead the growth of assets under management.

Skills

Accountability

Decision Making

Financial Modeling

Relationship Management

Education

Bachelor's degree

Master's degree

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.

In this role, you will support an established, high performing team of Investment Advisors across Ohio, Michigan, Illinois, Minnesota, Wisconsin, Indiana and Kentucky for PNC Private Bank Hawthorn, by collaborating with the Advisors on UHNW and Family Office clients. Success in this role requires clear communication, strong collaboration, and a shared sense of accountability to deliver the full breadth of PNC Private Bank Hawthorn’s advisory and financial services capabilities.

As Hawthorn Regional Investment Director, you will work in close partnership with advisors and clients, playing an active role in new client acquisition and deepening existing relationships to drive growth, alignment, and a differentiated client experience. This role also requires strong enterprise partnership, collaborating closely with other PNC leaders to advance shared priorities, reinforce disciplined execution, and deliver meaningful market impact.

Job Description

• May provide portfolio/platform and relationship management services to a select number of clients with large and complex account types. Manage accounts in accordance with investment objectives that have been developed with the client, incorporating PNC's investment approach, philosophy and platform.
• Maintain expert level knowledge of complex investment and asset management strategies.
• Responsible for leading the growth of assets under management and the retention of clients for the market(s). Serve as a resource and proactively support the market's acquisition of new clients and expansion of services.
• Participate or may lead the investment sales efforts for select large and complex investment prospects.
• Provide leadership and direction to investment professionals.
• Execute risk management practices through the adherence to PNC's policies and procedures. Proactively identify, resolve or escallate risk management issues. Accountable for the execution of policies and Regulation 9 in the market(s).

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

Accountability, Budget Management, Competitive Advantages, Decision Making, Finance Strategy, Financial Modeling, Investment Management, Relationship Management

Competencies

Client Relationship Management, Decision Making and Critical Thinking, Effective Communications, Portfolio Management, Risk Management, Sales Management, Value Selling

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, 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: $154,000.00 – $286,000.00. 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.

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

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