Investment Advisor II - Institutional Asset Management Healthcare Solutions

PNC Financial Services Group; Chicago (IL); Sur place; USD 86 000 - 173 000; Plein temps

Avantages offerts par ce poste

Medical coverage

Dental and vision options

401(k) with PNC match

Paid time off

Résumé du poste

PNC Financial Services Group is seeking an Investment Advisor II within its Institutional Asset Management Healthcare Solutions group. Based in multiple U.S.

locations, you will manage healthcare client relationships, deliver investment guidance, and support business development efforts for sophisticated clients. Reporting to the Managing Director, IAM Healthcare Solutions, you will coordinate with IAM professionals to maintain assets under management, provide market insight, and expand services

Qualifications

• Typically requires a university degree with 3+ years of relevant industry experience.
• Certifications may be desired depending on client coverage and product specialization.
• Proven ability to manage client relationships and investment objectives.

Responsabilités

• Manages accounts in accordance with client investment objectives.
• Delivers investment experience with actionable advice, market insight, and reporting.
• Maintains and grows assets under management and assists in sales efforts.
• Executes risk management practices per PNC policies.

Connaissances

Investment Management

Client Relationship Management

Portfolio Management

Decision Making

Finance Strategy

Financial Modeling

Relationship Management

Formation

Bachelor's degree

Description du poste

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(n) [position title] within PNC's [name of division] organization, you will be based in [city/state location of position].

Job Profile

As an Investment Advisor II within PNC's Institutional Asset Management Healthcare Solutions organization, you will be based in Cleveland, OH, Columbus OH, Cincinnati, OH, Chicago, IL, Baltimore, MD, or Pittsburgh, PA.

Reporting to the Managing Director - Institutional Asset Management (IAM) Healthcare Solutions, you will play a key role in serving healthcare clients within the IAM healthcare vertical team. This position will provide primary coverage for existing healthcare client relationships, while also supporting the team's Investment Market Directors in servicing the most sophisticated healthcare clients. Additionally, this position will partner with the healthcare business development team to support new prospect and client relationships.

PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals.

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

Job Description

• Manages accounts in accordance with investment objectives that have been developed with the client.
• Responsible for delivering the PNC investment experience to clients, providing actionable advice, market insight and reporting on investment results. Is beginning to demonstrate knowledge of investment and asset management strategies.
• Responsible for maintaining and growing assets under management. Additionally, is an active participant in 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.

Key Attributes for PNC Employees

• 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

• 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
• Investment Consulting
• Portfolio Management
• Products and Services
• Value Selling

Work Experience

Roles at this level typically require a university / college degree, with 3+ years of relevant / direct industry experience. Certifications are often desired. 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

Pay Transparency

Base Salary: $86,250.00 - $172,500.00

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 11/02/2026, 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.