Portfolio Administrator

PNC; Cleveland (OH); Hybrid; USD 53.000 - 88.000; Vollzeit

Benefits dieser Stelle

401(k) with PNC match

Comprehensive benefits

Zusammenfassung

PNC is seeking a Portfolio Administrator in Cleveland, OH to manage account administration for Private Bank Investment Management and IRA accounts. The role requires in-office presence with some remote work at the manager's discretion, supporting fiduciary responsibilities in a regulated environment.

Base salary ranges from $52,500 to $87,500 with incentive eligibility, and a comprehensive benefits package.

Qualifikationen

• Bachelor's degree required.
• No certification required.
• No license required.

Aufgaben

• Execute account administration for PNC Private Bank Investment Management and IRA accounts.
• Complete administrative reviews and resolve routine issues.
• Utilize Private Bank systems to support investment management for a low-risk portfolio.
• Engage in investment support and administrative activities as needed.
• Collaborate with internal partners and escalate issues when necessary.

Kenntnisse

Account management

Attention to detail

Effective communications

Fiduciary responsibilities

Problem solving

Ausbildung

Bachelor's

Jobbeschreibung

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 Portfolio Administrator within PNC's Private Bank organization, you will be based in Cleveland, OH. Responsibilities require time in the office though some responsibilities may be performed remotely, at the manager's discretion.

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

• Responsible for the proper and consistent execution of account administration of PNC Private Bank Investment Management, IRA, and other Non-Trust Accounts in compliance with legal and fiduciary regulations, policies and procedures.
• Performs the administration of assigned accounts in accordance with governing documents, state law, and AMG policy and procedure.
• Completes administrative account reviews and activities and resolves routine issues with minimal complexity.
• Utilizes the full breadth of the PNC Private Bank systems to support the investment management of a limited portfolio of accounts with relatively low complexity and fiduciary risk.
• Depending on business segment, may also engage in investment support and administrative activities for the investment management business.
• Collaborates with internal partners to solve problems, and escalates anticipated or known account / client issues and concerns.

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.

Competencies

• Account Management
• Accuracy and Attention to Detail
• Effective Communications
• Fiduciary Responsibilities
• Problem Solving

Work Experience

Roles at this level typically require a university / college degree with

Education

• Bachelors

Certifications

• No Required Certification(s)

Licenses

• No Required License(s)

Language Assessments

• No Required or Preferred Language Assessments

Pay Transparency

Base Salary: $52,500.00 - $87,500.00

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 07/17/2026, 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