OCIO Investment Advisor — Senior Portfolio Solutions

PNC Financial Services Group, Inc.; Cleveland (OH); On-site; USD 112,000 - 208,000; Full time

Benefits offered by this job

Medical coverage

Dental and vision options

Life insurance

Disability protection

401(k) with PNC match

Pension and stock purchase plans

Dependent care reimbursement

Backup care for children/elder care

Educational assistance

Wellness program

Parental leave

Job summary

PNC Financial Services Group, Inc. is seeking an Investment Advisor III in Cleveland, OH to deliver OCIO solutions to nonprofits, pension plans and corporations.

You will manage client portfolios in line with investment policies and provide strategic/tactical recommendations, with strong emphasis on relationship management and growth of assets under management. The role emphasizes in-office collaboration, adherence to risk controls, and leveraging PNC's investment frameworks.

Qualifications

• Prefers CFA designation and/or relevant certifications
• Candidates should demonstrate knowledge of investment management and OCIO solutions
• Experience with client relationship management and asset management reporting

Responsibilities

• Manages accounts in accordance with client investment objectives.
• Delivers the PNC investment experience, providing actionable advice, market insight and reporting on results.
• Demonstrates knowledge of complex investment and asset management strategies.
• Maintains and grows assets under management and supports sales through client introductions and expansions.
• Executes risk management practices per PNC policies and procedures

Skills

Accountability

Budget Management

Competitive Advantages

Decision Making

Finance Strategy

Financial Modeling

Investment Management

Relationship Management

Client Relationship Management

Decision Making and Critical Thinking

Effective Communications

Investment Consulting

Portfolio Management

Products and Services

Value Selling

Education

Bachelors

Tools

Job description

PNC Financial Services Group, Inc. is seeking an Investment Advisor III in Cleveland, OH to deliver OCIO solutions to nonprofits, pension plans and corporations.

You will manage client portfolios in line with investment policies and provide strategic/tactical recommendations, with strong emphasis on relationship management and growth of assets under management. The role emphasizes in-office collaboration, adherence to risk controls, and leveraging PNC's investment frameworks.