The PNC Financial Services Group, Inc

Defined Contribution Investment Director

Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • 8+ years of experience in institutional retirement plan investments or fiduciary services.
  • 5+ years of management experience leading investment teams.
  • Strong understanding of ERISA and fiduciary responsibilities (3(21) and 3(38) services).
  • Proven track record in developing high-performing teams and talent management.
  • Excellent communication and influencing skills across diverse stakeholders.

Responsibilities

  • Lead investment team in developing retirement solutions strategy and investment philosophy.
  • Oversee fiduciary investment due diligence for compliance with internal standards.
  • Act as a trusted advisor providing investment insights and guidance to Retirement Plan Advisors.
  • Deliver thought leadership through presentations and educational materials.
  • Manage relationships with key vendors to enhance service delivery.
  • Foster team development and align initiatives with business objectives.
  • Participate in client meetings to support retention and growth.

Benefits

  • Comprehensive medical and prescription drug coverage, including Health Savings Account options.
  • 401(k) with company match and pension plan.
  • Educational assistance with select programs fully funded.
  • Robust wellness program with financial incentives.
  • Generous paid time off policy including vacation days, holidays, and parental leave.
Full Job Description
Position Overview

As a Defined Contribution Investment Director within PNC's Asset Management Group Investment Office organization, you will be based in Philadelphia, PA. Other PNC locations will also be considered.

The Defined Contribution Investment Director leads the investment team within the AMG Investment Office supporting the Retirement Solutions / Fiduciary Investment Services (FIS) line of business. This role is responsible for investment strategy, fiduciary oversight, retirement plan advisor support, and thought leadership, while also managing and developing an investment team. The Director partners closely with business leaders, advisors, legal and risk partners, and external vendors to support client retention, growth, and high quality fiduciary outcomes for a growing business.

Key responsibilities include:

Investment Strategy & Fiduciary Oversight
• Lead the development and ongoing maintenance of the Retirement Solutions investment philosophy, including lineup construction, asset class preferences, active/passive implementation, and approved investment vehicles.
• Oversee fiduciary investment due diligence processes for 3(21) and 3(38) services in alignment with Investment Policy Statements and internal control standards.
• Represent the organization as a 3(38) Investment Manager, including reviewing and approving Investment Policy Statements, evaluating client requested changes, and partnering with Legal on material updates.

Advisor & Client Support
• Serve as a trusted investment resource to Retirement Plan Advisors by providing guidance on client specific investment questions, lineup construction, and target date fund reviews.
• Participate in client and prospect meetings as requested, offering investment observations, insights, and presentation support.
• Train newly hired advisors on investment philosophy, fiduciary processes, reporting tools, and investment protocols, and provide ongoing advisor education.

Business Partnership & Thought Leadership
• Partner with Line of Business leadership to align on strategic objectives.
• Create and deliver investment thought leadership and educational content for clients, prospects, and advisors, including webinars and presentations.
• Contribute to sales and marketing efforts by reviewing or drafting investment related RFP responses and presentation materials.

Vendor & Platform Management
• Manage key vendor relationships (e.g., investment analytics and reporting platforms) and ensure service standards are met.
• Lead investment related technology initiatives and system enhancements to improve advisor oversight, reporting accuracy, and efficiency.
• Partner with asset managers to identify opportunities for lower cost vehicle access and enhanced investment solutions.

Leadership & Team Development
• Lead, coach, and develop a team of investment professionals, fostering accountability, innovation, and collaboration.
• Align team priorities with business strategy, client needs, and retention goals.

Preferred experience/skills:
• Significant experience in institutional retirement plan investments, fiduciary services, or investment advisory leadership.
• Deep knowledge of ERISA, 3(21) and 3(38) fiduciary services, investment due diligence, and retirement plan structures.
• Demonstrated people management experience with a track record of developing high performing teams.
• Strong communication skills and proven ability to influence senior business partners, advisors, and clients.
• Experience working with investment platforms, analytics tools, and advisor reporting solutions.
• Professional investment or fiduciary designations (e.g., CFA®) preferred.

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 and guides respective team. Sources and monitors investment managers. Drives strategy which includes creating and implementing processes and best practices and coordinating with business lines to align IAR efforts with business line goals. Provides sales support and subject matter expertise to the investment field. Provides input to portfolios and partners with Investment Strategy and Portfolio Management to publish thought leadership.
  • Coordinates across business lines to align goals of alternative, traditional or operational due diligence teams. Determines and implements strategy to support and meet the business line goals.
  • Provides sales support across business lines to retain existing clients and attract new clients where appropriate. Designs and oversees creation of educational materials and regular reports to enhance the knowledge of the investment field and the client experience. Participates in client or prospect meetings with the largest and most sophisticated clients who tend to be the most demanding and sensitive.
  • Monitors and selects managers within assigned coverage area for the platform and/or portfolios. Continuously improves platform, applicable processes and PNC's subject matter expertise by screening third party databases, attending industry conferences and networking with industry contacts. Develops and implements internal investment advisor research processes focused on manager selection, monitoring and risk management.
  • Manages analysts and associates in execution of team strategy.


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
Analytical Thinking, Asset Management, Capital Management, Due Diligence, Financial Management, General Ledger (GL), Process Control, Revenue Recognition

Competencies
Decision Making and Critical Thinking, Effective Communications, Industry Knowledge, Influencing, Managing Multiple Priorities, Problem Solving, Regulatory Environment - Financial Services

Work Experience
Roles at this level typically require a university / college degree. Higher level education such as a Masters degree, PhD, or certifications is desirable. Industry experience is typically 8+ years. At least 5 years of prior management experience is typically required. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.

Education

Certifications
No Required Certification(s)

Licenses
No Required License(s)

Pay Transparency

Base Salary: $80,000.00 - $241,800.00

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 05/07/2026, 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.

About The PNC Financial Services Group, Inc

PNC is a financial service company providing bank deposit products and services to its community. The company assets (as of December 31, 2011) of approximately $271.2 billion. PNC operations include a regional banking franchise operating primarily in nineteen states and the District of Columbia with more than 2,700 branches, online and mobile services together with 7,400 ATM machines, specialized financial businesses serving companies and government entities, and asset management and processing businesses.

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Join the vibrant team at The PNC Financial Services Group, Inc, a leader in financial services and a beacon of innovation and professional excellence. At PNC, we are committed to fostering a workplace where every team member can thrive and contribute to our collective success.

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Explore, Innovate, Grow with PNC

At The PNC Financial Services Group, Inc, your career is what you make it. Join us and discover how your unique talents can be honed and appreciated in an environment that fosters professional and personal growth. Let’s build the future of financial services together.

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Learn more about The PNC Financial Services Group, Inc
Size
57,668 employees
Market Cap
$62.6 billion
Industry
Net Income
$7.5 billion
Founded
1845
5 Year Trend
+2.9%
NASDAQ

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