Senior Counsel, IRA & Retirement Governance

Fairygodboss

Cleveland (OH)

On-site

USD 133,000 - 296,000

Full time

6 days ago
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Benefits offered by this job

Medical/prescription drug coverage
Dental and vision options
Life insurance
Short and long-term disability保护
401(k) with PNC match
Pension
Stock purchase plans
Education assistance
Wellness program
Maternity and parental leave
11 paid holidays
Vacation days

Job summary

PNC is seeking a Senior Counsel in the Asset Management Group to provide strategic legal guidance on IRAs, ERISA, fiduciary duties, and retirement services across the enterprise. The position supports operations, risk management, and regulatory inquiries from multiple offices, including Pittsburgh, Philadelphia, Birmingham, Cleveland, and DC.

Candidates will apply advanced tax and fiduciary knowledge to advise on IRA accounts, beneficiary designations, distributions, and related documentation,

Qualifications

  • Knowledgeable about IRA retirement accounts and ERISA-related fiduciary duties and disclosures.
  • Experience advising operations, sales, and regulatory teams on applicable law and exemptions.

Responsibilities

  • Performs significant and complex legal work while regularly interacting with management. Oversees legal research, analysis, consultation, and documentation within a framework of legal compliance and risk management.
  • Responsible for managing the expense for outside counsel relationships, provides strategic direction on when to leverage outside counsel.
  • Works with outside counsel combining their advice with analysis and feedback from internal stakeholders to provide practical guidance.
  • Networks with outside organizations to advance legal interests and legal health of the corporation and its industry.

Skills

IRA knowledge
ERISA expertise
Regulatory compliance
Legal analysis
Negotiation
Client communications

Education

Juris Doctorate (J.D.)
Active State License to Practice Law

Job description

PNC is seeking a Senior Counsel in the Asset Management Group to provide strategic legal guidance on IRAs, ERISA, fiduciary duties, and retirement services across the enterprise. The position supports operations, risk management, and regulatory inquiries from multiple offices, including Pittsburgh, Philadelphia, Birmingham, Cleveland, and DC.

Candidates will apply advanced tax and fiduciary knowledge to advise on IRA accounts, beneficiary designations, distributions, and related documentation,

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